---
name: onboarding-report
location: .haiku/intents/{intent-slug}/knowledge/ONBOARDING-REPORT.md
scope: intent
format: text
required: true
---

# Onboarding Report

Document the onboarding journey for the customer account. This output feeds downstream stages (adoption, health-check, expansion, renewal) as their foundational context.

## Content Guide

Structure the report around the customer's onboarding milestones:

- **Customer profile** — account details, key stakeholders, and strategic objectives
- **Setup completed** — technical integrations, configurations, and environment details
- **Training delivered** — sessions conducted, materials provided, attendee coverage
- **Initial value achieved** — first success milestones hit with measurable outcomes
- **Stakeholder map** — decision makers, champions, and technical contacts
- **Open items** — unresolved issues, pending integrations, or deferred requests
- **Adoption recommendations** — areas of focus for the adoption stage based on onboarding observations

## Quality Signals

- Every milestone has a measurable outcome, not just a completion checkbox
- Stakeholder map includes roles, influence levels, and engagement status
- Open items have owners and expected resolution paths
- Recommendations for adoption are specific and grounded in onboarding observations
