Create onboarding case and tasks for new contracts

Your onboarding contracts lack a tracked case and task plan, leaving CSMs unclear on required next steps. Create the case and scheduled follow-ups so CSMs can act within the onboarding window.

Overview

Create the onboarding case and all milestone tasks the day a contract starts so CSMs get clear ownership and deadlines without manual handoffs. That removes ambiguity, surfaces required check-ins, and ensures follow-ups occur within the onboarding window.