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A one line question in the channel returns the customer's onboarding status: which steps are done, which are overdue, who owns each one, and which single item is actually holding up go live.

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9:41
#customer-success 12 members
Owen
Owen
@Dash where is the Kestrel Logistics onboarding up to?
Dash
Dash App

Day 34 of a 45 day onboarding. 11 of 16 steps complete. One item is holding the rest.

  • Complete · 11 · kickoff, data mapping, three of four integrations, admin training
  • In progress · 2 · user training (14 of 40 done), reporting setup
  • Overdue · 3
The blocker · the fourth integration has been waiting on a credential from their IT team since 12 August, 18 days. Two of the three overdue items depend on it and cannot start. The other overdue item, the reporting sign off, is independent and just needs chasing.

Their named owner for the credential has not replied on the thread since the 14th.

Owen
Owen
Has anyone chased it?
Dash
Dash App

Twice, both by email on the 19th and the 26th, both to the same person, no reply either time. Nobody has tried their project sponsor, who is on the account and has replied within a day every time she has been asked something.

Drafted a short note to the sponsor that states the blocker, the 18 days, and the go live date it puts at risk. It is held for your approval. Chasing the same silent inbox a third time is unlikely to be the move.

+ Message #customer-success