Starts with you

Quoted as part of the team. · From kickoff until the list is done.

New customer

Runs your customer kickoff: documents, setup steps, status pings. You set whether mail to the customer goes out.

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Needs: The onboarding list, the CRM, and a shared inbox.
Delivers: Completed steps and a status note to the account owner.
You stay in charge: Kickoff steps and status. You set whether mail to the customer goes out.

Used for

Brand files still missing
Kickoff started and the files did not arrive. The worker chases the list and writes status. Mail to the customer only goes if you said so.
Access to their box is still waiting
A step needs their mailbox or a login. The worker pings the owner of that step. It does not grant the access.
Week-two status
The account owner wants a note, not a hunt. The worker sends what is done and what is open. The shape of the list stays yours.
A welcome mail
You may want a first mail out. The worker drafts it. It sends only if that is how you set the job.

Who does this today

The account owner who currently chases the kickoff list. The person who still pings for brand files in week two.

What it does not do

You set whether mail to the customer goes out. It does not invent a new onboarding product.

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