Customer onboarding checklist

Goals

• Day 7: customer has produced their first governed call in their own environment.
• Day 30: customer has three agents running in production through TapPass.
• Day 90: customer has defined their policy set and is exporting compliance evidence.

Checklist

Deal closed (T-0)

• Contract signed, DPA signed, countersigned PDFs in 1Password → GTM / <Customer>
• Linear project created: <Customer> Onboarding
• Shared Slack Connect channel invited
• Customer Success lead assigned
• Welcome email sent from hello@tappass.ai

Day 1–7 — Access provisioning

• Tenant provisioned in prod: tappass admin tenant create <customer-slug>
• Initial admin user added with their SSO domain
• First tp_ key minted and handed over via 1Password share link (never email)
• Sandbox environment spun up if they want one
• 60-min kickoff call: architecture walkthrough, Q&A, set up a weekly sync

Day 7–30 — First production agents

• Customer’s platform team has reviewed our Integrations docs
• At least one provider (usually OpenAI or Azure OpenAI) is configured
• Pipeline preset chosen (default / alpha / beta, or custom)
• First agent migrated — validate via /audit?agent_id=<their-agent>
• Weekly sync cadence established

Day 30–90 — Policy & evidence

• Custom Rego policies (if requested) reviewed and merged to their config
• SIEM export configured (Splunk / Sentinel / webhook) if they want
• Compliance evidence cron set up (weekly export)
• First compliance evidence bundle handed to their audit function
• QBR scheduled

Customer success metrics we track

Metric	Green	Yellow	Red
Calls/week through TapPass	> 10k	1k–10k	< 1k
Agents in prod	> 3	1–3	0
Time since last login	< 7d	7–30d	> 30d
Support tickets open	0–1	2–3	> 3

Review monthly — anyone in yellow gets a check-in; anyone in red gets an exec call.