Workspaces
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Customer Onboarding
Customer onboarding workspace — kickoff → integration → launch → first business review. Used by CS, implementation, and onboarding teams.
Built for:
SaaS
Customer Success
Professional Services
What's inside this template
Channels
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general
Cross-functional updates and announcements
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integrations
Technical integration questions and configs
Check ins
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Weekly status
What did we ship this week, what is blocking us?
Milestones
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Kickoff complete
Within 1 week of signature
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Configuration complete
Within 2 weeks
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Soft launch
Within 4 weeks
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Broad launch
Within 6 weeks
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First business review
At 90 days
Task lists
- Kickoff Week
- Implementation
- Launch
Hill charts
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Discovery → integration → soft launch → broad launch
Common use cases
New customer onboarding
Implementation project
CS handoff
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