Six checks

Check the record before the task repeats.

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1. Approved onboarding scope

Can you point to the approved onboarding task and what stays outside it?

The approved task and boundaries are clear Some scope is clear, but details are open The approved scope is not clear

2. Current source and inputs

Is there a current approved record for the checklist, required inputs, and status?

A current approved source and inputs are available A source exists, but an input or status is open No current approved source is available

3. Access owner and limits

Does the record name the least access needed, its approving owner, and blocked actions?

Limited access, owner, and blocked actions are clear Some access detail needs owner review Access ownership or limits are not clear

4. Customer update boundary

Is there an approved message or a named reviewer before any customer-facing update?

An approved update or named reviewer is clear A message is drafted, but approval is open No approved update or reviewer is named

5. Acceptance evidence and reviewer

Does the record show what proves the setup step is complete and who checks it?

Evidence and a reviewer are named Some evidence or review detail is open Evidence or reviewer is not named

6. Stop-and-ask rule

Does the record name the held action and the owner for an exception or blocker?

The held action and escalation owner are clear A blocker route exists, but it needs detail No held action or escalation owner is named

This check is a planning aid. It does not approve a go-live, scope, access, configuration, timing, customer message, pricing, security, privacy, legal, billing, or completion decision. Authorized owners and approved systems control.

Use the result

Prepare the record. Keep the decision with the owner.

A support assistant can organize approved records, reminders, evidence, and blockers. The owner decides scope, customer commitments, access, timing, configuration, and whether the onboarding path can proceed.

Answer the six checks using one approved onboarding record.
Hold the task when scope, source, access, customer-update review, or escalation ownership is missing.
Use the result to prepare an owner-led review; do not treat it as go-live approval.

Keep moving carefully

Check the handoff before a customer onboarding task repeats.

Check the record before the task repeats.

Prepare the record. Keep the decision with the owner.

Open the record that answers the remaining question.

Customer onboarding go-live checklist

Access handoff checklist

Acceptance criteria builder