NovaCRMOnboarding desk

OpenAI

Enterprise Onboarding · 30 days
Onboarding started
  1. Handoff receivedFrom the AE's emaildone
  2. Plan confirmedEnterprise Onboarding · 30 days, on a calldone
  3. Project createdEnterprise Onboarding · 30 daysdone
  4. Customer welcomed#openai-onboardingdone
Intake agent6:37 PM · took 2m 03s
  1. The email is missing the customer contact4.2s

    The email doesn't provide the customer's plan details.

    Customer
    OpenAI
    Customer contact
    Missing
    Contact email
    sarath.dpudi+openai@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 Rocketlane1.9s

    The customer's onboarding plan is needed to create their project.

    • 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 Enterprise Onboarding · 30 days1m 18s

    The email doesn't mention the plan that OpenAI signed.

    Plan confirmedEnterprise Onboarding · 30 days•••• 6645 · call 1
    Offered
    Growth Onboarding · 14 days · Enterprise Onboarding · 30 days · Mid Market Onboarding · 24 days
    Customer contact
    Sam from the call
    Yes.
    Notes
    The AE confirmed the Enterprise plan and provided the contact name Sam.
  4. Created the Enterprise Onboarding · 30 days project27s

    The onboarding project needs to be created for OpenAI's Enterprise Onboarding plan.

    OpenAI Enterprise OnboardingNew
    Template
    Enterprise Onboarding · 30 days
    Timeline
    Oct 5 → Nov 2 · 21 working days
    CSM
    Dedicated CSM · Rachel
    Plan
    4 phases · 23 tasks
    1. 1Kickoff & Readiness5
    2. 2Solutioning & Planning4
    3. 3Implementation6
    4. 4Go-live & Value Delivery8

Done

The onboarding project for OpenAI has been created successfully for the Enterprise Onboarding plan with the contact name Sam.

Communication agent6:39 PM · took 20s
  1. Read the Enterprise Onboarding · 30 days plan1.1s

    The onboarding details for OpenAI need to be gathered to set up communication.

  2. Created #openai-onboarding2.3s

    The onboarding channel for OpenAI needs to be created for effective communication.

    openai-onboarding

    OpenAI Enterprise Onboarding · 30 days - CSM: Rachel

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

    The welcome message needs to be posted in the onboarding channel to greet the customer.

    NovaCRM OnboardingAPPin #openai-onboarding

    Hi Sam! :wave: Welcome to your OpenAI Enterprise Onboarding! Here are the key details:

    • Plan: Enterprise Onboarding · 30 days
    • Project Phases:
    • Kickoff & Readiness (5 tasks)
    • Solutioning & Planning (4 tasks)
    • Implementation (6 tasks)
    • Go-live & Value Delivery (8 tasks)
    • Timeline: Starts on 2026-10-05 and ends on 2026-11-02
    • Your Dedicated CSM: Rachel
    • Account Executive: Sarath Donepudi

    We're excited to partner with you on this journey! Feel free to drop your questions here!

  4. Emailed sarath.dpudi+openai@gmail.com1.8s

    An email invitation to the channel needs to be sent to the customer contact.

    To sarath.dpudi+openai@gmail.com · cc sarath.dpudi@gmail.comWelcome to OpenAI's Onboarding Channel!
    Hi Sam, Welcome to the OpenAI onboarding process! You can now connect with your dedicated CSM Rachel and the team in the Slack channel: #openai-onboarding. Next, we will begin the Kickoff & Readiness phase, which will guide our activities over the next 30 days. Should you have any questions, feel free to reach out in the channel. Best, NovaCRM Customer Success

Done

Created onboarding communication for OpenAI, including a Slack channel, welcome message, and email invitation.