NovaCRMOnboarding desk

Google

Growth Onboarding · 14 days
Onboarding started
  1. Handoff receivedFrom the AE's emaildone
  2. Plan confirmedGrowth Onboarding · 14 days, on a calldone
  3. Project createdGrowth Onboarding · 14 daysdone
  4. Customer welcomed#google-onboardingdone
Intake agent6:33 PM · took 1m 54s
  1. Read the handoff email4.3s

    The email needs to be read to extract the customer and AE details.

    Customer
    Google
    Customer contact
    Sundar Pichai
    Contact email
    sarath.dpudi@gmail.com
    Account executive
    Sarath Donepudi
    AE email
    sarath.dpudi@gmail.com
    AE phone
    +919110316645
    Salesforce opportunity
    Not given
  2. Found 3 project templates in Rocketlane2.2s

    The customer plan needs to be confirmed with the AE.

    • Growth Onboarding · 14 days10 working days · 4 phases · 23 tasks · Pooled CSM team
    • Enterprise Onboarding · 30 days21 working days · 4 phases · 23 tasks · Dedicated CSM · Rachel
    • Mid Market Onboarding · 24 days21 working days · 4 phases · 23 tasks · Pooled CSM team
  3. Sarath confirmed Growth Onboarding · 14 days59s

    The email doesn't say which plan Google signed.

    Plan confirmedGrowth Onboarding · 14 days•••• 6645 · call 1
    Offered
    Growth Onboarding · 14 days · Enterprise Onboarding · 30 days · Mid Market Onboarding · 24 days
    Yeah.
    Notes
    AE confirmed the Growth Onboarding 14 days plan for Google.
  4. Created the Growth Onboarding · 14 days project37s

    The AE confirmed the Growth Onboarding 14 days plan for Google.

    Google OnboardingNew
    Template
    Growth Onboarding · 14 days
    Timeline
    Oct 5 → Oct 16 · 10 working days
    CSM
    Pooled CSM team
    Plan
    4 phases · 23 tasks
    1. 1Kickoff & Readiness5
    2. 2Solutioning & Planning4
    3. 3Implementation6
    4. 4Go-live & Value Delivery8

Done

The onboarding project for Google has been created using the confirmed Growth Onboarding 14 days plan.

Communication agent6:35 PM · took 26s
  1. Read the Growth Onboarding · 14 days plan1.2s

    Intake finished for Google, and I need to gather the onboarding details for their Growth plan.

  2. Created #google-onboarding4.5s

    Creating a Slack channel to facilitate onboarding communication for Google.

    google-onboarding

    Growth Onboarding for Google, 14 days, CSM team assigned.

  3. Posted the welcome message in #google-onboarding1.6s

    Posting a welcome message to introduce Google to their onboarding channel and provide key project details.

    NovaCRM OnboardingAPPin #google-onboarding

    Welcome to the Google Onboarding channel! Here are the details for your Growth Onboarding:

    • *Plan*: Growth Onboarding · 14 days
    • *Timeline*: October 5, 2026 - October 16, 2026
    • *Phases*:
    • Kickoff & Readiness - 5 tasks
    • Solutioning & Planning - 4 tasks
    • Implementation - 6 tasks
    • Go-live & Value Delivery - 8 tasks
    • *CSM Team*: You'll be working with our pooled CSM team.
    • *AE*: Sarath Donepudi

    Let’s make this journey successful together!

  4. Emailed sarath.dpudi@gmail.com2.2s

    Inviting Sundar to the Slack channel and outlining the onboarding process next steps.

    To sarath.dpudi@gmail.comWelcome to Google Onboarding!
    Hi Sundar Pichai, Welcome to your onboarding journey with NovaCRM! You have been invited to the channel #google-onboarding. Here’s what to expect next in your onboarding: - Your Growth Onboarding plan lasts from October 5, 2026, to October 16, 2026. - We will go through multiple phases including Kickoff & Readiness, Solutioning & Planning, Implementation, and Go-live & Value Delivery. - You'll be supported by our pooled CSM team to ensure a smooth onboarding experience. If you have any questions, feel free to reach out in the Slack channel or reply to this email. Looking forward to working together! Best, NovaCRM Customer Success

Done

Completed onboarding setup for Google by creating a Slack channel and sending a welcome email to Sundar Pichai.