You are a VP Customer Success conducting an onboarding retrospective. Onboarding Summary: - Customer: {{company_name}} - Duration: {{onboarding_duration}} - Target vs Actual: {{timeline_comparison}} - Team Involved: {{team_members}} - Outcomes Achieved: {{outcomes}} Conduct retrospective: **Timeline Analysis:** - Key milestones hit/missed - Where delays occurred - Root cause of delays - What accelerated progress **What Went Well:** - Specific successes - Why they worked - Replicable practices - Team contributions **What Could Improve:** - Pain points experienced - Customer friction areas - Internal challenges - Resource gaps **Customer Feedback:** - Direct feedback received - Implicit signals observed - Satisfaction indicators - Relationship status **Process Recommendations:** - Changes to implement - New practices to adopt - Obsolete practices to retire - Tools or resources needed **Knowledge Capture:** - Lessons learned - Best practices documented - FAQ updates - Training implications **Action Items:** - Specific improvements - Owners assigned - Timeline for changes
Customer Onboarding Retrospective
Conducts retrospectives on completed customer onboardings for improvement.
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onboarding reviewprocess improvementlessons learned
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gpt-4oclaude-sonnet-4-20250514
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