Client Onboarding SOP
delivery
Standard client onboarding flow from signed agreement to delivery-ready handoff.
onboardinghandoffdocuments
PureEnergy Ventures
Internal Knowledge Assistant
PUREENERGY VENTURES
Internal Knowledge Assistant
Authored answer scenarios with synthetic source references, gaps, and follow-up prompts. No live search or AI generation; missing or conflicting evidence demonstrates abstention.
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Answer
What should happen before a client is marked delivery-ready?
Answer support
91
- Current synthetic sources support this authored answer.
Illustrative scenario score, not calibrated model accuracy.
The client should only be marked delivery-ready once the signed agreement is in place, required document gates are cleared, kickoff ownership is confirmed, and any blockers have a named owner. If document or access gaps remain open, the workspace should stay in review rather than moving to delivery.
Source evidence
Client Onboarding SOP
Synthetic source · current · owner: Operations · fixture updated 2026-05-25
Do not mark delivery-ready until document gates and kickoff owner are confirmed.
Escalation Rules
Synthetic source · current · owner: Client Success · fixture updated 2026-05-22
Escalate client blockers after two business days without movement.
Review guidance
Follow-up prompts
- - Who owns the kickoff handoff?
- - Which document gate is still incomplete?
- - Has any blocker been open for more than two business days?
Known gaps
No gaps flagged for this answer.
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