Client Onboarding with SLA Gates
Client onboarding template with milestone tracking, SLA deadlines, and approval gates — every step assigned, every approval captured, no go-live until everything checks out.
For: Customer Success & Implementation teams
What this template includes
Process steps
- 1Kickoff call: align on scope, timeline, and key contacts
- 2Complete technical setup: integrations, user provisioning, data migration
- 3Deliver training sessions and record completion per user group
- 4Internal readiness review — CS manager sign-off gate before go-live
- 5Go-live: confirm full production access and deactivate sandbox
- 630-day post-launch health check — executive sponsor sign-off gate
Why teams use this template
Client onboarding is where revenue is either protected or lost. When milestones are tracked in spreadsheets and status updates happen in Slack, it's easy for a critical step to slip — and the client to start feeling unsupported before they've even gone live.
This template gives each milestone a clear owner, a deadline, and a gate that must be cleared before the next phase begins. The SLA clock starts from contract signature. When a client asks 'what's the status?', the answer is one click away.
Ready to run this process?
Open this template in Cadenio, customize the fields and approvals for your context, and run it for the first time in under 60 seconds.
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