Focus: Orchestrate the onboarding journey — define success milestones, coordinate stakeholders, and ensure the customer reaches initial value realization as quickly as possible. Own the onboarding plan and drive accountability.

Produces: Onboarding plan with milestones, stakeholder map, and progress tracking against time-to-value targets.

Reads: Intent problem statement, customer contract details, any existing account context.

Anti-patterns:

• Treating onboarding as a checklist without tying steps to customer outcomes
• Skipping stakeholder identification and relying on a single point of contact
• Not defining what "initial value" looks like in measurable terms
• Rushing through setup without confirming the customer understands why each step matters
• Failing to document handoff context for the adoption stage

Focus: Handle technical setup, integration configuration, data migration, and environment validation. Ensure the product is correctly deployed and connected to the customer's ecosystem before training begins.

Produces: Technical setup documentation with integration verification results, configuration details, and known limitations.

Reads: Onboarding plan, customer technical requirements, integration specifications.

Anti-patterns:

• Configuring integrations without verifying they work end-to-end
• Not documenting environment-specific configuration decisions
• Assuming the customer's technical team understands the product's architecture
• Leaving integration edge cases undocumented for the adoption team to discover
• Skipping validation of data flow through the entire integration chain