Kickoff to Go-Live process diagram

This is a worked example. Wavelength built the diagram below from the description on this page. Nobody drew it by hand.

What was said

The CSM schedules the kickoff call with the customer. In the kickoff they agree on success criteria. The CSM imports the customer data into the platform. The team decides whether a custom integration is needed. If yes, the solutions engineer sets it up before training. If no, they move straight to admin training. After training the customer signs off on go-live. The CSM schedules a 30-day review to check on adoption.

The diagram

Hexagons are systems. Cylinders are data stores. Diamonds are decisions. Rounded orange boxes are people and teams. A dashed amber arrow is a link the AI inferred. Pink arrows are decision branches. Blue arrows move data.

Open this diagram in Wavelength

Opens an editable copy you can change by voice or by hand. Free account, no card.

What is in this flow

Systems: None.
People and teams: CSM, Solutions Engineer.
Decisions: Custom Integration?.
Size: 11 steps and 11 connections.

Steps

CSM
Kickoff Call (CSM)
Define Success Criteria (CSM)
Import Data (CSM)
Custom Integration?
Solutions Engineer
Set Up Integration (Solutions Engineer)
Admin Training (CSM)
Go-Live Sign-Off (Customer)
30-Day Review (CSM)
Live

Mermaid code

Copy this into any Markdown file, GitHub README, or Mermaid Live to render the same flow.

flowchart TD
  n1(CSM)
  n2([Kickoff Call])
  n3[Define Success Criteria]
  n4[Import Data]
  n5{Custom Integration?}
  n6(Solutions Engineer)
  n7[Set Up Integration]
  n8[Admin Training]
  n9[Go-Live Sign-Off]
  n10[30-Day Review]
  n11([Live])
  n1 -->|schedules| n2
  n2 -->|agrees| n3
  n3 -->|imports| n4
  n4 -->|decides| n5
  n5 -->|Yes| n6
  n5 -->|No| n8
  n6 -->|sets up| n7
  n7 -->|trains| n8
  n8 -->|signs off| n9
  n9 -->|goes live| n10
  n10 -->|reviews| n11

Map your own process

Describe your version out loud, or paste the transcript of a call. Wavelength draws the flow as you talk, and you can edit it by voice, by prompt, or by hand.

Open this template in Wavelength Open the live demo

Every new account starts with 7 days of Pro. No card needed.

This example is part of our guide for customer success.

Flow diagram examples: all 37 worked process and data flow diagrams
Kickoff to Go-Live template: the editable template, with its steps and the conversation that built it
Order to cash process: a finance flow example
Procure to pay process: a procurement flow example
Employee onboarding: an HR flow example
Invoice approval workflow: an approval flow example
Support ticket escalation: a support flow example
Flowchart template: copy, edit, and make your own
For business analysts: capture an as-is process in swimlanes
Live demo: describe a process and see the flow, no account needed

More examples

SaaS customer onboarding processFlow diagram example Order to cash processFlow diagram example Support ticket escalationFlow diagram example

See all flow diagram examples