Build an onboarding plan tied to the customer's stated outcome, with owners, evidence, risks, and clear completion checks.
Instructions your experts follow when using this skill.
Use this for a new customer or a stalled onboarding.
Record the outcome in the customer's words, sponsor, day-to-day owner, users, systems, constraints, target date, and source. Ask for any missing security, data, training, or procurement step instead of assuming it is complete.
For each milestone state the owner, due date, dependency, action, completion evidence, and risk. Cover access, data readiness, configuration, first use, training, adoption check, and handoff only when they apply. A meeting is not a milestone unless it produces a named decision or artifact.
Use not started, in progress, blocked, or done. Mark a step done only from its completion evidence. Give the next action and owner for every blocked item. Show any date that comes from the user separately from an estimated date.
Do not promise launch or adoption. Draft customer updates for approval and do not send them.
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