CUSTOMER IMPLEMENTATION WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Client Contract Details: Fetch existing client information and contract terms from the Client Data Model.
[ ] Create Implementation Project: Generate a new entry in the Projects Data Model to track the specific implementation lifecycle.
[ ] Assign Account Manager: Create a task for the assigned Account Manager to review the client's requirements.
[ ] Technical Setup Task: Create a task for the Engineering team to configure the client's environment.
[ ] Update Project Status to 'In Progress': Update the Implementation Project entry status to reflect that the kickoff has occurred.
[ ] Fetch Technical Requirements: Retrieve the specific technical configuration data submitted during the sales handoff.
[ ] Calculate Implementation Timeline: Calculate the expected completion date based on the project start date and estimated complexity.
[ ] Kickoff Meeting Scheduling: Create a task to schedule and organize the initial kickoff call with the client.
[ ] Send Welcome Email to Client: Send a formal introduction email to the client contact containing onboarding resources.
[ ] Create Configuration Checklist: Generate a predefined set of technical checklist entries related to the client's specific module.
[ ] Calculate Total Resource Allocation: Sum the total estimated hours from all assigned technical tasks to monitor budget.
[ ] User Training Session: Create a task for the Customer Success Manager to conduct training with the client's end-users.
[ ] Update Client Onboarding Progress: Update the percentage of completion in the Project Data Model based on finished tasks.
[ ] Notify Stakeholders of Completion: Send an email to the Sales and Success teams once the implementation is officially closed.
[ ] Generate Implementation Summary Report: Create a final report summarizing the configuration, timeline, and any issues encountered during implementation.
[ ] Set Client Status to 'Live': Update the Client Data Model status from 'Onboarding' to 'Active/Live'.
[ ] Clean up Temporary Setup Data: Delete temporary staging entries or temporary configuration logs used during the setup phase.

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