AI onboarding plan
SOW to Project Plan in One Paste
Paste a statement of work, an order form or a closed-won deal and OnboardingCustomers turns it into a project plan: phases from kickoff to go-live, milestones, due dates and tasks split between your team and the customer, ready to share in a branded portal.
Pasted statement of work
Kestrel Payroll purchases the Growth package, 120 seats, the Scheduling and Time Off modules.
Vendor will configure SSO, import employee records from the legacy system and build the Salesforce integration.
Target go-live December 1. Sponsor Dana Ruiz, IT lead Omar Haddad.
- ProductsGrowth, Scheduling, Time Off
- Seats120
- IntegrationsSSO, Salesforce
- Stakeholders2 contacts
Generated plan, 6 phases, 31 tasks
On track- Kickoff 4 tasks, due Oct 20
- Discovery 5 tasks, due Oct 27
- Configuration 7 tasks, due Nov 3
- Data migration 6 tasks, due Nov 10
- Integrations 5 tasks, due Nov 17
- Training and go-live 4 tasks, due Dec 1
From signed SOW to a plan your customer can follow
Most implementation teams rebuild the same plan by hand for every new customer. They read the SOW, copy a spreadsheet template, change the dates and email it out. The AI onboarding plan does that first pass for you.
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Paste or sync the deal
Paste the SOW, the order form or the proposal text. With a CRM connected, a deal that moves to closed-won starts the plan on its own.
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AI reads what was sold
Products, modules, seats, integrations, migration scope, deadlines and the names of the people who sign off are pulled into structured fields.
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The plan is ready to share
Phases, milestones and two-sided tasks with due dates relative to the kickoff, opened to the customer in their portal with one click.
Why a SOW to project plan step matters
The statement of work is the most precise description of what a customer bought. It names the modules, the integrations, the volume of data to migrate and the date the customer expects to be live. Yet in most teams it sits as a PDF in the CRM while the onboarding plan lives in a separate spreadsheet that someone filled in from memory.
That gap is where onboarding goes wrong. A promised integration is missing from the plan, a deadline is copied wrong, or the customer IT lead never gets a task because nobody noticed they were named on page four. Converting the SOW to a project plan directly removes the retyping and keeps the plan honest to the contract.
What the plan contains
- Phases in the order your team works: Kickoff, Discovery, Configuration, Data migration, Integrations, Training, Go-live and Handoff.
- Milestones the customer signs off, such as configuration approved or data validated.
- Tasks marked as vendor side or customer side, each with an owner and a due date counted from the kickoff.
- Stakeholders from the SOW added as customer contacts with access to their own portal.
- Dependencies, so data migration cannot start before the import template is approved.
If you write your statements of work from scratch, start from our statement of work template. A SOW with clear scope, deliverables and acceptance criteria turns into the cleanest plan.
Built from your templates
Keep one onboarding template per product or package. The AI picks the matching template and adapts it to the SOW: extra tasks for an integration that was sold, fewer for a module that was not.
Dates that fit the go-live
Due dates are spread backwards from the target go-live in the SOW, so the plan shows on day one whether the date is realistic or already tight.
Gaps flagged, not guessed
When the document is silent on something the plan needs, such as who signs off on data, the item is flagged for your team to confirm at kickoff instead of being invented.
Manual plan building compared with an AI plan
| Step | Spreadsheet and email | OnboardingCustomers |
|---|---|---|
| Reading the SOW | Implementation manager reads the PDF and takes notes | Products, seats, integrations and dates extracted on paste |
| Building the plan | Copy last customer's sheet, edit rows by hand | Matching template adapted to this deal |
| Customer tasks | Listed in an email the customer forwards around | Assigned to named contacts in their portal |
| Keeping the CRM current | Someone remembers to update the deal | Stage, go-live date and health written back |
| Changing the go-live date | Every due date edited by hand | Dependent dates move together |
Once the plan exists, your team runs it with implementation management views, the customer works through it in the customer onboarding portal, and a connected HubSpot or Salesforce deal starts the next one without anyone pasting anything.
Frequently asked questions
Still deciding? Write to [email protected] and a person on our team answers.
What documents can I turn into a project plan?
What does the AI pull out of the SOW?
Does it use my own playbook?
What happens when the SOW is vague?
How many AI plans are included?
Paste your next SOW and get the plan
Create an account, paste the statement of work for a customer you are onboarding now, and share the plan with them today.