For implementation and onboarding process owners
Build an onboarding process your team can follow.
Keep scope, customer inputs, owners and milestones together. Give every onboarding a plan the team can follow, with a review before kickoff and visible blockers along the way.
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Sample customer · Implementation
- Confirm scopeImplementation ownerComplete
- Collect required inputsWaiting for source dataBlocked
- Configure and validateImplementation teamPlanned
Human review
Review the kickoff plan
Confirm the source data required for this implementation and the target date. The scope summary is ready for the implementation owner's review.
- Assigned to
- Implementation owner who started the review
Approval starts the authored onboarding steps. The team can update progress and record customer inputs in the same system.
The working process
Make the handoff a plan the team can work from.
Bondi connects customer records, onboarding plans, required inputs and internal decisions in a system you can adapt. The implementation owner reviews agreed scope before kickoff, then follows the steps and blockers through delivery. Your CRM can remain the home for the commercial relationship.
- 01
Capture the agreed scope
Record the customer, the work agreed and the intended outcome. Put missing information beside the onboarding it affects.
- 02
Confirm the kickoff
AI prepares a scope summary for the implementation owner. The owner reviews it, confirms responsibility and a target date, then starts the agreed onboarding steps.
- 03
Work through the milestones
Track each step with an owner, due date and status. Record the available information on the onboarding so the team can see what still needs to be supplied.
After the review deadline, the onboarding moves to Needs review and remains in the review queue.
Your existing systems
Decide what Bondi owns and what stays where it is.
Start beside the tools that already work. If you build more of the operation in Bondi, decide where each business record belongs.
Onboarding scope, internal kickoff reviews, steps, owners and the information the implementation team collects.
Your CRM can keep the deal and customer relationship. Existing email and support tools can stay in place; connect them separately when useful.
Built around your process
Describe your process, then shape the system around it.
Use the AI Builder to describe how work arrives, who owns it and where a decision is needed. Review the proposed structure before applying it.
Make room for the way your team works.
Keep the connected structure while changing the details that make the process yours.
- Steps for each service or implementation type
- Required inputs and completion criteria
- Owner views, blocker queues and kickoff reviews
Does this include a customer portal or CRM connection?
The initial Customer onboarding template is for the internal team. Customer inputs are recorded by the team, and it needs no external connection. A configured customer portal is a separate Pro capability; a CRM connection needs a supported connector or a usable API.
A practical fit
A process to improve, and someone to own it.
- Onboarding follows a repeatable process with meaningful variations
- You need to see the owner and reason behind each blocker
Start with the controls you need.
Start with internal onboarding. Pro adds customer portals, more detailed permissions and reviewed releases when those become part of your process.
Compare plansExplore a related workflow
These worked examples show additional processes and connection options you can configure.
Your next step
Put one real piece of work through your system.
Add real operating data, review the workflow and make it useful to another person on your team.