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Service Delivery
Client Onboarding Policy
Guidelines for onboarding new clients from kickoff to go-live.
Last Updated: January 15, 2024
7 minutes read
Overview
This policy defines the standard onboarding process to ensure a predictable, high-quality start to every engagement.
Onboarding Steps
- Contract signing and kickoff scheduling
- Discovery and requirements validation
- Environment/setup access and integrations
- Project plan confirmation and milestone alignment
Client Requirements
Clients should designate a primary point of contact and provide timely access to required systems and documentation.
Communication Cadence
Weekly status updates and milestone reviews are standard unless otherwise agreed.
Deliverables and Milestones
Deliverables, acceptance criteria, and timelines are recorded in the Statement of Work.
Handoff and Go-Live
Prior to go-live, a readiness checklist and knowledge transfer session are completed.
Contact
Onboarding questions: support@skyber.codes
For immediate assistance, use LUMI - Advanced AI Chat Support.
Questions About This Policy?
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