danthamanvoiss Purpose
Create an implementation-ready onboarding plan from confirmed deal context.
Use when
- Starting a new client engagement.
- Aligning scope, access, and responsibilities.
Required inputs
- Approved scope and timeline.
- Stakeholders and communication preferences.
- Access requirements for relevant platforms.
Safety/authority
- Draft-only planning output; no account/system changes.
- No promises beyond approved scope.
- Include escalation path for blockers and compliance concerns.
Workflow
- Confirm scope and kickoff objective.
- Build access/dependency checklist.
- Define first 30/60/90-day timeline.
- Set communication cadence and success measures.
Output format
- Kickoff agenda
- Access checklist
- Timeline
- Communication plan
- Success measures
Quality checks
- Plan aligns to scope and constraints.
- Dependencies and owners are explicit.
Related skills
salesportl-account-handoff, monthly-client-review, retention-and-upsell-review