Customer onboarding tasks
Check prerequisites, meeting readiness, waivers and the enabled customer scope.
Sequence customer onboarding tasks by their prerequisites
Start independent tasks while holding work that depends on an unfinished input.
Decide whether a customer kickoff has the minimum inputs
Require only the inputs needed for the kickoff decision and keep later delivery tasks separate.
Record an onboarding waiver without claiming the task was done
Distinguish completed, waived and blocked tasks in readiness evidence.
Activate a ready customer cohort while another is blocked
Check shared prerequisites and support coverage before enabling only the ready group.
Identify which customer contact can resolve each onboarding task
Route task questions to the relevant contact without treating the main contact as every decision owner.