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NT-106 / Decision pack

Customer onboarding follow-through

Carry the sales promise into the first service action.

Carry the sales promise into the first service action. Connect accepted commitment, delivery-owner confirmation, first customer action with responsibility and evidence. An action closes only when all task fields, owner and target date are entered, its state is Complete and an evidence reference is recorded.

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Editable .xlsxPDF guideNo macros

Start with the decision

Which accepted handoff commitment still lacks delivery-owner confirmation?

Sales teams checking the handoff after a customer agrees to proceed.

From input to next step.

  1. 01

    Set the boundary

    Use the accepted scope and actual agreement. Do not equate interest with a completed purchase.

  2. 02

    Work through the record

    Check the delivery owner has accepted the handoff and knows the first customer action.

  3. 03

    Confirm the next step

    Record the actual confirmation evidence and escalate unresolved promises before service work starts.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Reference
OF-01
Accepted commitment
Defined starter scope
Delivery-owner confirmation
Service lead accepts
First customer action
Provide agreed input
Owner
Coordinator
Target date
2026-11-12
State
Complete
Evidence reference
Example record 1
Open action
0

Before you use the result.

  • This does not create an order or account.
  • Keep payment verification in the authorised system.
  • Do not invent an activation or customer-success result.

A post-agreement handoff check, not automated onboarding or payment fulfilment.

A few useful answers.

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What will I receive?

Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

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