Onboarding Progress
Day 18 of 30
60%
Account Health Score
78
Good Standing
Your Success Manager
Siti Norhashim
03-7890 1234
Onboarding Milestones
Welcome Call & Requirement Gathering
Completed on Day 3
Company Registration Verification
Completed on Day 7
Bank Account Setup & RM 1,000 Deposit Confirmation
Completed on Day 11
System User Access Provisioning
Completed on Day 16
System Training Session
⚠️ Due Today at 2:00 PM
Final Sign-off & Full Go Live
Scheduled Day 27
CSM Open Tasks
Send training deck & meeting link
Due in 3 hours
Follow up on trade license copy
Due tomorrow
Schedule go-live review call
Due Day 22
Account Activity
Last Portal Login
2 days ago
Documents Uploaded
8 / 9
Support Tickets Open
0
Last CSM Contact
Yesterday