Client onboarding without the 'what's the status?' Slack thread.
Most client onboarding runs in spreadsheets until a milestone slips and the client asks what happened. This template gives each phase an owner, a deadline, and a gate that blocks go-live until everything checks out.
For customer success & implementation teams. No credit card. First run in under a minute.
Client Onboarding #CLT-0047
Acme Corp · Enterprise plan · 30-day SLA
- Kickoff call100%CS ManagerSLA 3d
- Technical setupImplementationEvidence
- Training sessionsCS ManagerSLA 14d
- Internal readiness reviewCS ManagerApproval gateDep. pendente
- Go-liveBLOQUEADAImplementationSLA 21dDep. pendente
- 30-day health checkBLOQUEADAExecutive SponsorApproval gateDep. pendente
Opinion
What we cut. And what we kept.
This template is structured, not exhaustive. Exhaustive is why clients feel like onboarding is taking forever.
Cut
- Status updates via Slack and email chains.
- Go-live with no internal readiness check.
- Post-launch check-ins that never happen.
- SLA that starts when someone remembers to start it.
Kept
- Kickoff within 3 days of contract signature.
- CS manager approval gate before go-live.
- SLA clock starts from contract signature.
- Executive sponsor sign-off at 30 days.
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.
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