CUSTOMER ONBOARDING LIFECYCLE PROCESS

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[ ] Initialize Client Record: Create a new entry in the 'Client Profile' data model to begin the onboarding journey.
[ ] Update Onboarding Status: Update the 'Onboarding Stage' field in the Client Profile as the process moves from 'Initial' to 'Active'.
[ ] Retrieve Contract Details: Fetch the signed contract entry from the 'Documents' data model to extract service terms.
[ ] Assign Account Manager: Create a task for the Sales Lead to assign a dedicated Account Manager to the new client.
[ ] Technical Setup Checklist: Generate a checklist of technical configuration tasks (e.g., API keys, User Provisioning) for the DevOps team.
[ ] Welcome Email: Send an automated welcome email to the client's primary contact person with onboarding resources.
[ ] Calculate Implementation Timeline: Calculate the projected 'Go-Live Date' by adding the 'Standard Setup Duration' to the 'Contract Start Date'.
[ ] Fetch Client Requirements: Retrieve specific configuration requirements submitted via the client's intake form.
[ ] Calculate Total Contract Value (TCV): Aggregate all line items from the 'Order' data model to sum the total revenue for this onboarding.
[ ] Kickoff Meeting Scheduling: Create a task for the Account Manager to schedule the first official kickoff call.
[ ] Internal Team Notification: Send an email to the Customer Success and Billing teams notifying them that a new client has been onboarded.
[ ] Update Billing Profile: Update the 'Billing Status' in the Client Profile to 'Active' once the first invoice is processed.
[ ] Urgent Setup Alert: Send an SMS to the Technical Lead if a critical configuration error is detected during setup.
[ ] Onboarding Completion Report: Generate a summary report of the onboarding duration and resource usage to be reviewed by Management.
[ ] Cleanup Temporary Intake Data: Delete the temporary staging entries used during the initial data collection phase to keep the data model clean.

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