01 / The broken workflow
Important context disappears between sales, delivery and support. The customer starts with questions that should already be answered.
From new customer to onboarding brief
Turn sales notes, agreements and internal context into a practical onboarding plan.
02 / Who feels the pain
Sales, delivery, Customer Success, support and leadership teams responsible for a clean handover.
03 / Typical inputs
Sales notes, Contract points, Scope, Customer emails, Internal commitments
04 / AI-assisted workflow
AI gathers context into an onboarding template with tasks, risks, missing information and next actions.
05 / Human approval
The delivery owner approves onboarding tasks, risks, missing information and the first customer message.
06 / Output
An onboarding brief with first steps, internal tasks, customer questions, risks and a welcome draft.
07 / Good-fit signals
Frequent handover between sales and delivery, Repeated customer starts, Context is lost, Multiple teams coordinate
08 / Metrics to track
Handover preparation time, Missing context incidents, Customer onboarding delay, Rework in first delivery phase
09 / Recommended starting service
Manual Work Audit
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Describe how this pattern shows up in your team. SiteDokAI will reply with a practical next step, including if AI is not the right first step.