Carry a new customer from a complete request to a coordinated, documented start.
- Scope and contacts togetherCAPTURED
- Commercial terms reviewedREVIEWED
- Kickoff with implementationASSIGNED
PROCESS REFERENCE
Start with the agreement
Bring the account, signed scope, contacts and requested start date into one onboarding request. Link the supporting brief and mark unanswered questions so the receiving team can distinguish an agreement from an assumption.
Review what matters
An operations owner checks completeness, then routes commercial details to the authorized reviewer. Record the decision and any billing or scope conditions alongside the evidence. A changed start date or scope returns for the review it needs.
Give implementation a clear start
Hand the same record to the implementation owner with the agreed scope, source files and next milestone. Confirm acceptance, name the owner of any open question, and record the completed workspace or kickoff before closing the request.
Map your next request.
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