Search Onboarding Plans & Milestone Check-ins

Time-to-value shrinks when every step is visible.

Why Teams Stall

Kickoff notes in one Doc, timelines in Sheets, tickets in another system. PMs chase updates; customers lose momentum.

The AI Way

• Plan discovery: finds SOW, kickoff, and success plan in one search.
• Milestone tracker: highlights overdue steps and owners.
• Risk detection: flags missing stakeholders or integrations.

How to Run It

1. Search: onboarding account:"BetaSoft" status:in-progress
2. Open Milestone View → next steps + blockers.
3. Send Status Digest to customer + internal teams.

Impact

• −30–45% time-to-value
• Happier first 90 days
• Higher activation and expansion odds

Try Context Search AI