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Run: Customer Onboarding Implementation Workspace

A customer onboarding implementation workspace that keeps scope, configuration, training, go-live, and handoff in one place. Use it to align roles, track mil...

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Members

Channels

Kickoff agenda, scope confirmation, success criteria, timeline, and RACI alignment.
Daily execution channel for configuration, data migration, blockers, and coordination.
Decision log for scope changes, approvals, and customer sign-offs.
Training plans, readiness checks, cutover coordination, and launch-day communication.
Post-launch handoff, support transition, lessons learned, and retrospective notes.

Check ins

Milestones

Project charter, scope, and RACI are approved.
Core setup, data preparation, and integration work are finished.
Customer training sessions and readiness review are complete.
Solution is launched and monitored for initial stabilization.
Operational ownership has been transferred and the project is closed.

Task lists

Confirm objectives, stakeholders, success criteria, timeline, and implementation assumptions.
Complete setup, configuration, data preparation, and technical validation.
Prepare end users, confirm readiness, and close launch blockers.
Execute launch, transition ownership, and close the implementation.

Hill charts

Track the major workstreams from discovery through launch and handoff.

Default apps

Integrations

Pinned resources

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