Eight implementations open. None of them updating themselves.
Oliv agents keep onboarding plans up to date and flag delays using your calls, emails, and Slack messages. Your team focuses on getting customers live.
The board is only true on the day you update it
Dates change on calls. Blockers land in email. The board still says “on track” until someone updates it manually.
Collect customer data files
Awaiting sample records from Maya to begin import.
Kurt JonesSchedule admin training
Confirm attendees and availability with the customer.
John DoeConfirm go-live checklist
Agree on launch requirements and owners.
John Doe
Deploy agents that listens, reads and updates.
Oliv’s Onboarding Tracker reads every call, email, and Slack thread for completed steps, new owners, and changed dates. It updates the plan and flags anything that could hold up the next milestone.
Steps 0 of 7 updated
Sandbox setup marked complete- Sample data task assigned to Maya
- Settings configured
- Slack thread processed
- Updating checklist...
- Update calendar
- Update task board
Your 9am call has a Slack brief at 8:00.
Before each check-in, Onboarding Tracker sends you the latest progress, open blockers, and commitments to follow up on. You know what needs an answer before the customer joins. On-time, every time.
Slack
Hey Sarah! Acme's check-in is scheduled for 9:00. Focus on completing three key tasks today.
Since the last check-in
✅ Sandbox sign-off: Maya committed to Wednesday. Confirmation is still pending.
✅ Integration call: Moved from Tuesday to Thursday in Maya’s email.
✅ Security question: Maya emailed last night about data access. No reply yet.
Resolve on today’s call
Data import: Sample records are still outstanding. Confirm who will send them and when.
Sandbox testing: Ask whether any issues are blocking Maya’s sign-off.
Admin training: Confirm attendees and book a session before go-live.
Launch readiness: Check whether the open items affect the target date. Agree on owners and next steps.
Know which task is stuck and what to do next.
When a milestone slips, Onboarding Tracker alerts the owner with the account, overdue task, and a drafted follow-up. Your team can act without digging through the account history.
Onboarding Tracker
ACME Corp
Data Migration
Ask Maya when she can send the sample records.
Access setupSample records still missing. Import cannot start.
Environment Provisioning
Go-live Review
You join Monday 1:1s ready to discuss specific accounts.
See which implementations are on track, which milestones have slipped, and where your team needs help. Use the 1:1 to resolve blockers and agree on next steps.
Onboarding Tracker
Your top accounts to discuss today.
- InitrodeGo-live
- GlobexFiles received
- ACME CorpAccount
- NorthwindSandbox live
- Pied PiperSandbox live
- VandelaySample records missing
- Pied PiperSample records missing
- Quantum LeapBlocked
- Data DynamicsBlocked
- HooliBlocked
- GooruBlocked
The success plan you send the client, matches the board
Onboarding Tracker keeps milestone status, owners, and dates aligned across your internal board and the customer’s plan. Both teams can see what’s done, what’s blocked, and who acts next.
The work your team hates goes away. The work that pays off shows up.
Hours/week on board upkeep
The difference between running 8 implementations and 14.
Milestone hit rate
First-value milestones hit because nothing ages silently.
Stalls caught before escalation
Caught the day the signal fires, not the week the customer escalates.
Book a 7m chat with the founder
See what Oliv can take off your onboarding team’s plate.
Bring us your onboarding process. We’ll walk through how Oliv keeps plans current, flags delays, and prepares your team for customer check-ins.
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