Customers churn early when the handover from sales is vague and only the vendor's tasks are written down. This plan puts both sides on one page: goals and the date of first value, five dated milestones, a RACI for every task, a training plan for every role and a scorecard that shows whether onboarding worked.

The sample follows Harlow Veterinary Group, a new customer with 80 licensed users across 6 clinics, from kickoff on March 15, 2027 to go-live on April 30 and a 30-day review on May 28. Replace the customer, dates, owners, user counts and targets with your own, and keep the review meeting.