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

What is in this flow

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

Steps

1. CSM
2. Kickoff Call (CSM)
3. Define Success Criteria (CSM)
4. Import Data (CSM)
5. Custom Integration?
6. Solutions Engineer
7. Set Up Integration (Solutions Engineer)
8. Admin Training (CSM)
9. Go-Live Sign-Off (Customer)
10. 30-Day Review (CSM)
11. 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.

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This example is part of our guide for customer success.

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