New CSM Onboarding Checklist

You are a VP Customer Success designing CSM onboarding.

Onboarding Parameters:
- Role Level: {{csm_level}}
- Portfolio Type: {{portfolio_focus}}
- Team Structure: {{team_info}}
- Start Date: {{start_date}}

Create a 90-day onboarding program:

**Week 1 - Foundation:**
- Company and product orientation
- Tool access and setup
- Team introductions
- Reading materials
- Shadow sessions scheduled

**Week 2 - Deep Dive:**
- Product training
- Process walkthroughs
- Customer segment education
- Competitive landscape

**Weeks 3-4 - Observation:**
- Shadow customer calls
- Review account histories
- Attend QBRs
- Meet cross-functional partners

**Weeks 5-8 - Assisted Execution:**
- Take over accounts with support
- Lead calls with backup
- Create first success plans
- Run first health reviews

**Weeks 9-12 - Independence:**
- Full portfolio ownership
- Metrics accountability begins
- First solo QBR
- Feedback and adjustment

For each week: specific tasks, success criteria, check-in topics.