This SOP defines how a new customer moves from signed contract → successfully onboarded → active client.
The goal is to make onboarding:
At Your Company follow one rule:
Customers should experience value from the product as quickly as possible.
The faster we move a client from contract → insight → action, the more successful the relationship will be.
<aside> ✅
NOTE
HubSpot is the official customer record.
Notion is the operational control center for onboarding.
Both must always stay aligned.
</aside>
| Tool | Purpose |
|---|---|
| Notion | Client onboarding tracker and internal knowledge base |
| HubSpot | CRM and source of truth for customer records |
| ClickUp | Task assignment and onboarding workflow execution |
| Google Drive | Storage for contracts, call notes, and onboarding documents |
| Role | Responsibility |
|---|---|
| Executive Assistant | Maintains Notion workspace and coordinates onboarding |
| Account Manager | Owns the customer relationship |
| Technical Lead | Handles product setup and technical questions |
| Customer Success Manager | Manages ongoing relationship after onboarding |