ARETE ONRAMP SPRINT — CLIENT INTAKE CHECKLIST

Scope
Choose one customer segment or service line for the first 30-day OnRamp Sprint.

1. Internal owners
- Executive sponsor
- Sales or commercial owner
- Delivery / implementation owner
- Customer success or account owner
- Privacy / security contact where relevant

2. Current customer journey
- Current sales-to-service handoff
- Welcome materials
- Onboarding checklist or project plan
- Kickoff agenda
- Customer communication templates
- Current measures of onboarding completion

3. Selected evidence
- Three strong onboarding journeys
- Up to two difficult or delayed journeys
- Strong-retention account practices
- Customer feedback that the company is entitled to use
- Existing implementation and support processes

4. Data minimisation
- Remove information that is not required
- Redact personal and confidential details where appropriate
- Confirm permission to use each source
- Agree storage, access and deletion rules

5. Discovery questions
- What outcome did the customer actually purchase?
- What is the earliest meaningful first value?
- Where does the customer currently wait, repeat work or become confused?
- Which promises are routinely lost after signature?
- What should never depend on one employee’s memory?