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equipify_template: customer-onboarding-90-day
---

# New customer onboarding (90-day)

## Day 0–7 — Foundation
- [ ] Authoritative contacts (ops, AP, after-hours)
- [ ] Billing entity + tax + PO rules
- [ ] Access / badging / safety rules documented
- [ ] Asset list reconciled to serials

## Day 8–30 — First success
- [ ] First service delivered + quality check
- [ ] Portal adoption (if applicable)
- [ ] Exception backlog burned down

## Day 31–90 — Hardening
- [ ] KPI review with customer
- [ ] Renewal / expansion pack started
- [ ] Internal postmortem on disputes