CS Onboarding.

How Customer Success onboards a new account, and where the CSM rosters live. Canonical content stays in Notion.

This is a pointer page. The canonical CS onboarding content lives in Notion — link out, don't copy, so there is one source of truth.

Customer onboarding (CS)

How Customer Success onboards a new account once it closes — kickoff, integration setup (HRIS / SSO / warehousing), pilot use cases, and the first 90 days. Recurring patterns are visible in the recent handovers: a clean kickoff, HRIS wiring (Workday, ADP, UKG, Namely, Paycor), and a first automated use case (new-hire kits or parental-leave gifts).

CS teamspace — Notion teamspace 6ac401030a634256b8720f70a102051c.
CS Onboarding — Notion page 17cf79e3e4a1436e8e145e4df43701f9.
Onboarding Revamped — Notion page 35812353b637817cb4bff78c4b5e818f.

CSM team & rosters

Account ownership is consolidating, with most recent handovers routing into Sebastian Yidi; Adriana Castaño retains accounts such as Wealthsimple. The current owner of any account is the source of truth in Attio (csm field) — check there before assuming. See the handovers for the latest transitions.

Source: CS Notion teamspace + pages (Source Inventory tab). Account ownership is authoritative in Attio.