The Customer Onboarding template creates a fully structured project for managing new customer implementations. It includes document templates for kickoff agendas, onboarding checklists, success criteria definitions, and handoff procedures. Pre-configured task pipelines track each customer through discovery, setup, training, and go-live phases. Three agents are configured: an Onboarding Coordinator (intake and scheduling), a Technical Setup Agent (integration configuration), and a Success Tracker (milestone monitoring and health scoring).
Active in: Customer Onboarding