Onboarding Project

Value of This Blueprint

A strong onboarding process ensures customers are set up for success from day one. This blueprint provides a clear, customizable project framework to manage each stage of the onboarding journey.

High-Level Strategy

Standardizes onboarding into clear, actionable phases:

• Sales handoff
• Kickoff planning
• Implementation
• Deployment/launch
• Each step is templated and easy to tailor for your unique process.

Technical Guidance

Best paired with lifecycle tracking and overarching onboarding workflows for end-to-end continuity.

What’s Included in This Blueprint

• Onboarding Project Template
• Implementation Task Framework
• Phase-by-Phase Project Views
• Onboarding Project Documentation Template