Customer onboarding decisions / Onboarding coordinator and customer readiness reviewer

Acceptance rubric

Customer milestone evidence choice

Separate attendance from demonstrated operational readiness.

Distinguish attending orientation from demonstrating the first operating workflow. A completion label should state exactly which evidence was accepted.

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Review the acceptance boundary

Illustrative acceptance rubric

Illustrative case: A customer marks orientation attended as implementation complete.

Evidence to inspect before accepting this outcome
Criterion	Evidence	If missing	Your review
Orientation attended	Customer confirms the session and its limited purpose.	Keep attendance pending; do not substitute a calendar invitation.	Reviewed locally
Operating workflow demonstrated	Customer completes the representative sample with the agreed result.	Record the missing step and arrange support; readiness stays pending.	Reviewed locally
Milestone meaning agreed	Both contacts confirm which result the completion label denotes.	Clarify the label before reporting implementation complete.	Reviewed locally

0 of 3 checks marked locally.

Marking a row records your review on this page; it does not verify evidence, save to an account or approve product work.

Decision to make: Separate attendance from demonstrated operational readiness.

Inspect milestone wording

Owner role · Onboarding coordinator

Evidence: Attendance and readiness are distinguished.

Define a practical demonstration

Owner role · Customer enablement contributor

Evidence: The customer completes one representative workflow.

Agree the completion label

Owner role · Customer readiness reviewer

Evidence: Both contacts accept the milestone meaning.

Filled illustrative planning example

Invented planning text. Adapt it to your evidence and confirmed owners.

Synthetic milestone record: orientation attended, yes; sample report workflow demonstrated, no; operating readiness, pending. The next action is a supervised demonstration, not a blanket implementation-complete label.

Put the outline to work

Replace the ambiguous implementation-complete label with separate orientation and operating-readiness milestones.
Ask the customer to complete one representative synthetic workflow and retain the observed result and remaining support needs.
Have both contacts agree the milestone meaning; record a hold when the required demonstration has not occurred.

Questions about this workflow

Is attendance worthless?

No, it proves participation rather than operational readiness

Can the milestone be renamed?

Yes, preserve the old meaning in the transition note

Does this create tasks in the product?

No. The brief is a manual planning resource. Use the product access link to check onboarding and the workflows available in your account.

From a useful outline to team work

Explore TeamBoostAI for your team

Adapt the stage tasks, owner roles and acceptance evidence to your TeamBoost planning workflow. The example does not create customer records or import an onboarding plan. Confirm the workflows available in your account before adopting this outline.

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