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DAYS 1–30

Partner Onboarding Path

Activation starts with internal use, reviewed practice and a qualified opportunity supported by clear evidence.

Progress

100% complete

3 of 3 milestones

  1. DAYS 1–7

    Execute agreement and activate internally

    Confirm the sponsor, practice owner, agreement and intended motion. Begin internal use with supported product functions.

  2. DAYS 8–14

    Review product competence

    Review the product demonstration, observed workshop practice and a hypothetical Focus brief. Record facilitator gaps and phase-specific readiness.

  3. DAYS 15–30

    Agree the first activation plan

    Agree one customer priority, owner, role, next step and fit evidence. Register a qualified opportunity when justified.

Activation standard

Signing alone does not establish delivery readiness. Independent delivery requires a reviewed demonstration, evidence discipline, appropriate access and human review, a support owner and an agreed scope.

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