--- title: "New customers wait six weeks to go live · WorkWeaver" description: "A signed customer waits 44 days to go live because the plan slips on files, reminders and rebooked training. With WorkWeaver agents, the same plan holds and they go live on day 12." url: https://workweaver.ai/workflows/customer-onboarding.md canonical: https://workweaver.ai/workflows/customer-onboarding/ updated: 2026-10-21 --- # New customers wait six weeks to go live. With WorkWeaver, they go live in under two weeks, on the plan they agreed at kickoff. Day 1 · Signed The plan: live on day 12. About six hours of real work. Week 1 · Kickoff ## Fourteen decisions. One person's notes. The call goes well. Then nobody owns the next step. Care-company kickoff, notes Owner - Staff file from their IT None - Three shift patterns to set up None - North site goes first None - Weekly payroll export None - Training on site, both sites None - and 9 more Weeks 2 to 4 · Waiting on the customer ## "Bumping this." Three reminders for one staff file. Their IT lead is busy with a move. # fieldnote-care, shared channel 3 messages **Rania**Day 10 Hi Dev, any news on the staff file? **Rania**Day 17 Bumping this. **Rania**Day 24 Bumping this. Training depends on it. No reply Week 5 · The file arrives ## Wrong columns. 412 rows, exported from their old system. Another round of emails. staff_FINAL.csv 412 rows | name | site | shift | | --- | --- | --- | | J. Okafor | North | Early | | North | 07700 | | | M. Silva | South | Late | | South | 07911 | | Day 44 · Live ## Training, moved three times. It waits on the data, so every slip moves it again. Live on day 44. On-site training 4 dates Day 37 Day 40 Day 41 Day 43, held *The care company's onboarding plan. Planned live on day 12. Each step slips right until go-live on day 44.* **0**reminders **Day 12**go-live Kickoff Staff file *Waiting on customer · 23 days* Import *Wrong format* Set-up Training Go-live 1 8 15 22 29 36 43 The plan at kickoff What happened Waiting ![A paper project plan on an office wall, its strips of tape moved to the right.](https://workweaver.ai/assets/img/customer-onboarding/hero.webp) ## Six hours of work. Forty-four days. Signed to live **44 days** Reminders the onboarding lead sends **11** Kickoff decisions **In one person's notes** ### The plan lives in their tools. Only onboarding uses Rocketlane GUIDEcx Arrows WalkMe Pendo Userpilot Digio Every team shares Zoom Slack ![Asana](https://workweaver.ai/assets/logos/asana.svg) HubSpot Gmail Microsoft Teams With WorkWeaver ## Same plan. Kept. An agent joins the kickoff, owns every next step and chases nobody twice. Rania approves; the customer always knows what's next. *The same plan with WorkWeaver: kickoff day 1, template day 2, file checked day 4, training day 10, live on day 12.* **0**reminders **Day 12**go-live Kickoff Staff file *Template sent day 2* Import Checked day 4, 2 rows flagged Set-up Training Go-live 1 8 15 22 29 36 43 With WorkWeaver Day 44, before In Slack, after the kickoff · Day 1, 11:30 14 decisions from today's call, each with an owner and a date. Data file from their IT by Friday. Post it in the shared channel? Rania approves at 11:32. To their IT lead · Day 2 Here is the exact template for your staff file, with an example row. Two columns are optional. File in on day 4. To Rania, onboarding lead · Day 4 Their file is in. 2 rows have no shift pattern. I've asked their ops lead. Training is booked for day 10. Live on day 12. ![A small training room set up for a customer's team, chairs facing a screen.](https://workweaver.ai/assets/img/customer-onboarding/training.webp) - **Rania, onboarding lead**Chased files and wrote reminders Trains the customer's team in person - **Their ops lead**Wasn't sure what came next Always knows the next step - **Head of customer success**Guessed which accounts would slip Sees every account's next step **Read more** A customer who goes live fast, with every promise from the kickoff kept, starts getting value in week two instead of month two. The onboarding lead spends the saved time teaching, not chasing. The agent works in the tools the team already has: the meeting, the shared Slack channel, the project plan and email. Anything that changes what is included or a promised date goes to Rania, who approves in one tap with the trade-off attached. One agent carries the work across every department, reading and writing to one company-wide memory. Every change is tested on your own past work before it goes live. ## Find the one bottleneck that moves your whole company. Bring it to a 30-minute call. We'll map it with you. Book a call with Founder Human version: https://workweaver.ai/workflows/customer-onboarding/