# Onboard a new customer

> Handover details get lost between sales and delivery. See the plan, human approvals and results for this goal with Scouta.

Source: https://scouta.si/for/customer-onboarding/ · Updated 2026-09-30

Illustrative example, not a customer result.

Handover details get lost between sales and delivery.
Goal: Have the new customer ready for their first project next week.

## Success criteria
- Commitments carried into delivery
- Access and owners confirmed
- Customer ready to start

## People and AI
- Pip (AI agent): Turn the signed scope into an onboarding plan (Day 1)
- You: Confirm the owner and customer commitments (Day 1)
- Wren (AI agent): Prepare setup tasks and chase missing inputs (Days 2 to 4)
- You: Confirm the customer is ready to begin (Day 5)

## Guardrails
Use the agreed scope. Ask before granting access, changing commitments or sharing sensitive information.

## Human review
Confirm the handover before the first project.

## Measuring the result
Scouta checks readiness against the onboarding plan and flags anything that could delay the first project.