Outcome. The moment a deal's go-live date is recorded, the customer gets a short celebration email and the internal team gets a notification, marking the actual finish line of onboarding rather than just the contract date.
Workflow map
Enrollment, branches and actions at a glance
customer-onboarding-045
flowchart TD
A[Go Live Date known] --> B[Send You're Live email to customer]
B --> C[Notify onboarding owner and deal owner]
C --> D[Add to Live Customers list]
When to use it, when not to
- UseUse it when "go-live" (the customer actually using the product in production, not just signing) is a distinct, meaningful moment worth marking on its own, separate from Closed Won or ticket completion.
- UseUse it when the onboarding owner or an integration reliably sets a go-live date property once implementation work is done.
- SkipDo not use it if go-live is effectively the same moment as Closed Won for your product (an instant-activation, self-serve-like product), the celebration belongs on the welcome sequence instead, see customer-onboarding-004 or customer-onboarding-032.
- SkipDo not use it if "go-live" varies so much in meaning across deal types that a single celebration email template will not fit most of them, split into per-segment variants first.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.3 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
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or the customer onboarding pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
