Customer success template
Kickoff to Go-Live template
Kickoff, success criteria, data import, training, go-live. This template has 11 shapes: 1 decision and 2 people and teams.
Free plan, no card. Opens in the Wavelength editor.
- CSM Person or team
- Kickoff Call Start
- Define Success Criteria Step
- Import Data Step
- Custom Integration? Decision
Yes: Solutions Engineer. No: Admin Training - Solutions Engineer Person or team
- Admin Training Step
- Set Up Integration Step
- Go-Live Sign-Off Step
- 30-Day Review Step
- Live End
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.
Wavelength drew this flow from the conversation above. Say your own version and it draws yours.
Who uses this template
Customer success teams use it as a starting point. Onboarding and handoff plans from kickoff to go-live. See how customer success teams use Wavelength.
Start from it
Open the template and the flow is on the canvas, laid out and ready to edit.
Change it by talking
Say what is different in your team. Wavelength adds, removes, and renames the shapes for you.
Send it
Share a link, or export to PNG, PDF, PowerPoint, draw.io, BPMN, or an SOP document.
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Questions
Is the kickoff to go-live template free?
Yes. Every Wavelength plan can open this template, the Free plan included. The Free plan saves up to 5 flows and needs no card.
Can I change the template to match my process?
Yes. Open it, then describe what is different in your team, by typing or by holding the mic. Wavelength edits the flow to match. You can also drag, rename, and delete shapes by hand.
What can I export the template to?
Exports include PNG, PDF, PowerPoint, draw.io and Lucidchart, BPMN 2.0, Mermaid, an SOP document, n8n, and a CSV of steps.
Open the kickoff to go-live template
It opens in the editor, ready to change by talking.