LaunchHandoffKeep every customer-owned step moving. Talk to us

Resources

Useful material before you hire anyone.

Take the workbook, review the source notes, and improve the workflow internally if that is enough.

Free Excel operating workbook

Customer onboarding dependency map

No email gate. You get 5 practical tabs: a 21-field working register, fictional example data, 5 weekly review questions, and 5 defined metrics.

Download the Excel workbook

Prefer a simple CSV? Download it here

  1. 01Separate customer-owned, internal, and third-party tasks
  2. 02Give every blocker one owner and unblock condition
  3. 03State the downstream impact in every follow-up
  4. 04Escalate based on impact and elapsed time—not reminder count

Resource library

Move from evaluation to a better operating review.

Guides

Three practical operating guides

Define the boundary, close the review with owners, and keep missing data visible.

Walkthrough

Fictional sample deliverable

Inspect the structure, review states, evidence notes, and acceptance criteria.

Reference

Data profile and glossary

See the accepted fields, exclusions, lifecycle, and domain definitions.

Buyer guide

Compare three operating models

Decide whether to keep the current tracker, use a managed service, or choose a broad platform.

Source-backed decisions

See what shaped the service.

We keep public complaints tied to their source and explain the operational response.

GUIDEcx · HubSpot · Onboard.io

A small SaaS team described onboarding spread across Confluence, tabs, and internal forms, while discussion of GUIDEcx focused on sequencing customer steps rather than removing customer participation.

What we changed: Start from one existing artifact, preserve explicit customer-owned steps, and measure dependency movement instead of portal logins.

Read the source notes

Rocketlane · GUIDEcx · Gainsight

Practitioners discussed shared plans and dedicated onboarding products, but also identified internal process, customer participation, and ownership—not the absence of a tool—as root causes.

What we changed: Position as an accountable dependency queue beside current systems and do not promise that automated reminders alone solve adoption.

Read the source notes

Read all source notes

A useful first conversation

Want help applying the checklist?

Describe it in general terms. We will tell you which plan fits, what we would need, and where we would draw the line.

Request a fit review Review pricing first