II.
Workflow overview
Reference · liveworkflow:customer-onboarding-program
Customer Onboarding Program overview
Manages structured customer onboarding from contract signature through time-to-value milestones — defining success criteria, scheduling kickoff and training sessions, tracking integration progress, monitoring adoption metrics, and escalating blockers. Produces onboarding scorecards and handoff documentation to steady-state account management. Excludes product configuration implementation.
Attributes
displayName
Customer Onboarding Program
workflowKind
onboarding
triggerType
event-driven
typicalCadence
per-customer
complexity
cross-team
description
Manages structured customer onboarding from contract signature through
time-to-value milestones — defining success criteria, scheduling kickoff
and training sessions, tracking integration progress, monitoring adoption
metrics, and escalating blockers. Produces onboarding scorecards and
handoff documentation to steady-state account management. Excludes
product configuration implementation.
Outgoing edges
applies_to_domain2
- domain:customer-experience·DomainCustomer Experience
- domain:operations·DomainOperations
involves_role3
- role:planner·RolePlanner
- role:technical-writer·RoleTechnical Writer
- role:engineering-manager·RoleEngineering Manager
performed_by_org_unit2
- org-unit:customer-success·OrgUnitCustomer Success
- org-unit:support-team·OrgUnitSupport Team
triggers_responsibility2
- responsibility:onboard-new-engineer·ResponsibilityOnboard new engineer
- responsibility:write-user-docs·ResponsibilityWrite end-user documentation
Incoming edges
None.