Menu
Customer onboarding record

Check one customer record before anyone calls it ready to go live.

Use this checklist after the onboarding path is written and before a support assistant repeats it. It keeps the approved scope, inputs, access, evidence, owner, and customer update in one place. It does not approve a launch.

Use the go-live checklistReview the role scope

This is a planning record, not legal, security, privacy, technical, billing, or implementation advice. It does not approve scope, access, configuration, timing, customer commitments, pricing, or a go-live decision. Authorized owners and approved systems control.

Six checks

If a record has no source or owner, hold it.

A complete-looking checklist is not a substitute for an approved scope, secure access, or an owner decision.

Readiness field

Approved scope

What is included in this onboarding path? Link the approved scope or mark it held.

Readiness field

Source of truth

Where can the owner verify the current checklist, customer inputs, and approved status?

Readiness field

Access state

Name the least access needed, the approving owner, and what stays blocked.

Readiness field

Customer update

Use only an approved update or mark the message held for the named reviewer.

Readiness field

Acceptance check

What evidence shows the approved setup step is complete, and who checks it?

Readiness field

First review

Set a date to inspect the record, open blockers, access, and customer-facing updates.

Fictional examples

One setup record ready for owner review. One record on hold.

The examples below are fictional. They do not set launch standards, promises, deadlines, or access rules for any customer.

Fictional B2B software setup

Review before an approved welcome update.

Source: approved onboarding board. The checklist and training invite are complete. The customer-success owner reviews the approved welcome message and the limited account access before the update is sent.

Fictional managed-support onboarding

Hold a record with an unresolved access request.

Source: kickoff notes. The assistant can prepare the checklist, but a broad inbox role and a requested date change remain held for the security and account owners. No customer update goes out until they decide.

Copy-ready checklist

Keep the record short enough for an owner to review.

Copy this text into the buyer's approved system. Do not put credentials, sensitive customer data, or confidential contract terms in a shared worksheet.

CUSTOMER ONBOARDING GO-LIVE READINESS

Customer / account reference:
Approved onboarding scope and source:
Current checklist / source-of-truth link:
Required inputs complete or held:
Access needed, approving owner, and blocked actions:
Approved customer update or reviewer:
Acceptance evidence and reviewer:
Open blocker, escalation owner, and held action:
Owner go-live decision record:
First review date and record location:
Review steps

Prepare the record. Keep authority with the owner.

The support assistant can assemble evidence and route blockers. The named owner decides whether the customer path, timing, access, and message are approved.

  1. Start with one approved onboarding path and its current source records.
  2. Record missing inputs, access limits, and any customer update that needs owner review.
  3. Keep unresolved scope, timing, security, billing, or configuration decisions marked held.
  4. Before go-live, have the named owner check the evidence and approve any customer-facing update.
  5. Review the first record after go-live before repeating the path or expanding access.