Identify paused inputs
Owner role · Onboarding coordinator
Evidence: The outstanding customer decisions are listed.
Customer onboarding decisions / Onboarding coordinator and customer readiness reviewer
Handover packetCustomer onboarding pause conditions
Pause customer-dependent milestones and retain a clear restart package.
A pause should preserve the state needed to restart. Separate the absent contact from a rejected project and retain the next customer decision.
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Put the outline to work
- List the customer-dependent decisions still open and the work that can safely remain paused.
- Prepare a restart packet with the last accepted state, pending demonstration and current material revision.
- Agree the return or substitute-contact trigger and confirm the receiver can resume from the packet without replaying the entire history.
Prepare an input the receiver can accept
Illustrative handover packetIllustrative case: The customer contact goes on leave mid-onboarding.
- Packet 01
Returning customer contact
- Required input
- Current accepted scope, revision B and open report demonstration.
- Receiving acknowledgment
- Confirms a return review slot or authorized substitute.
- Packet 02
Enablement contributor
- Required input
- Pending demonstration and required sample preparation.
- Receiving acknowledgment
- Confirms material remains usable at restart.
- Packet 03
Readiness reviewer
- Required input
- Pause reason and the explicit opening condition.
- Receiving acknowledgment
- Reopens the review only after contact and evidence are available.
Decision to make: Pause customer-dependent milestones and retain a clear restart package.
Prepare restart context
Owner role · Customer enablement contributor
Evidence: Current state and remaining demonstration are documented.
Agree restart trigger
Owner role · Customer readiness reviewer
Evidence: The customer confirms return or substitute-contact timing.
Filled illustrative planning example
Invented planning text. Adapt it to your evidence and confirmed owners.
Synthetic restart packet: customer data scope accepted; sample report review still open; current guide revision B; restart when the returning or authorized substitute contact confirms a review slot. No customer rejection is inferred from leave.
Leave a restartable handover
A restart packet assigns each missing input to the role that can supply or accept it.
Customer contact
- Responsibility
- Confirm return or authorized substitute and the next review slot.
- Receiving evidence
- The enablement contributor receives an agreed restart trigger.
Enablement contributor
- Responsibility
- Retain current scope, material revision and pending demonstration.
- Receiving evidence
- The returning contact can resume without reconstructing the history.
Readiness reviewer
- Responsibility
- Keep the customer-dependent milestone pending until demonstrated.
- Receiving evidence
- The completion label reflects the actual accepted outcome.
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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Questions about this workflow
Can internal preparation continue?
Yes, where it does not assume the missing decision
What restarts the plan?
A confirmed customer contact and available review slot
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.