Client Onboarding Checklist

Step 1: kick-off

• Customer folder is created on Cylindo Google Drive

• Customer Slack channel is created

• Customer is created on CMS (normally done by CSM to ensure link to Hubspot)

• Master Project Spreadsheet is created from template (create a copy and then move the copy to the client folder on Cylindo Drive. DO NOT download and then upload as it will break certain links, formulas and formatting.)

• Internal Sales Handover has been completed, questions are answered (find details here).

• Client kick-off has been scheduled by sales

• A presentation is prepared for the client kick-off call (normally led by CSM, with Sales and PM input).

• A kick-off call is held (normally led by CSM, with Sales and PM input).

• Follow-email is sent with links to MPS, Learning Center, and an invitation to a follow-up session within the next week after kick-off

Step 2: defining scope & requirements for the intro batch

• The client understands Cylindo workflow

• The client has filled in information in the MPS following the Master Project Spreadsheet Guide

• The client is familiar with Cylindo product data requirements

• The client is familiar with Cylindo material data requirements and has received shipping instructions.

• The client has access and is introduced to the Cylindo Platform

• The client understands how to submit data in CMS

Step 3: data verification

• The client has submitted data

• Product data checklist is cleared (see "Data Checklist" tab in the MPS)

• Internal kick-off template is filled in

• A formal kick-off call with the production team is done

• The client knows how to answer questions on CMS from the pre-production team

• The has done their setup selection

Step 4: review training

• The customer understands how model reviews should be done

• The customer understands how material reviews should be done