Onboarding: Kick Off

Kick Off is when the Onboarder and customer meet and review the full onboarding project. 

✅ Process

The Onboarder coordinates the Kick Off call with the customer point-of-contact, inviting all relevant stakeholders on the customer team.

The Partner prepares requirements:

• Requests Shopify Collaborator Access
• Creates Sitemap
• Creates Kick Off Deck (see below)
• Creates Project Timeline

During the call, the Onboarder covers:

• Team introductions on all sides
• Customer's high-level project goals
• Roles and responsibilities of the Partner as the onboarder, Nyla as the platform, and the customer as the site manager
• Key milestones, deliverables, and FYIs for each phase of onboarding
• Intended launch date. (Please note: launches should be scheduled on Mondays, Tuesdays and Wednesdays. Nyla does not launch website on US federal holidays.)
• Next steps
  • Assign Customer Discovery Deliverables
  • Schedule upcoming meetings; App Stack Review, Analytics Stack Review, Design Kick Off

🗂️ Resources

• Nyla's Onboarder Kick Off Deck Template

The Onboarder should include:

• • A slide defining Nyla, Onboarding Partner, and customer roles
  • Key milestones, deliverables, and FYIs for each phase;

• • • Discovery Phase
    • Design Phase
    • Requirements Sign Off Milestone
    • Build Phase
    • Hand Off Phase
    • Customer Phase
    • Launch Milestone + Post Launch Support Phase

Include, but edit as needed:

• • Timeline, customized to the requested launch date
  • Post kick off call customer discovery deliverables

Next Step ➡️ Customer Discovery Deliverables