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CUSTOMER-ONBOARDING5 MIN READ

Sort: pre-value tasks or post-value tasks?

Classify onboarding activities by whether they must happen before first value or after it.

Sort each activity into the bucket that best fits a first-value plan for a reporting product. Pre-value Post-value Connect the one data source required for the first live dashboard Validate the dashboard with one manager who will use it in the weekly review Design advanced executive scorecards for a later steering meeting Import three years of historical data for future trend analysis Confirm the manager can log in and see the live dashboard Create optional alerts for departments not in the first rollout wave

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