CUSTOMER-ONBOARDING5 MIN READ
Sort: what evidence belongs to which milestone?
Classify onboarding evidence by milestone stage on an activation ladder.
Sort each signal into the milestone stage it best proves. Access Setup First guided use Independent repeat The admin and process owner can both log in The live data feed is mapped and validated for one workflow The customer completed the workflow once with the CSM on the call The customer completed the next workflow run without the CSM driving The first manager can reach the exact screen needed for the workflow The workflow ran successfully with customer-owned live data for the first time
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