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Boardroom Answers · People & Operations · Operational Excellence

Is your onboarding a documented, repeatable process, or does it live in your head? Show me the runbook.?

The question a Chief Customer Officer (CCustO) asks.

The short answer

The failure-prone parts of onboarding are engineered, not documented — idempotent sample data, guided tour, journey rail. The white-glove layer is founder-run today, formal CS playbook as the team is hired.

The full executive answer

Both exist, and the more important one is the product itself. The most failure-prone parts of onboarding are not documented as runbooks — they are engineered as code, which is stronger. The sample-data seeder is idempotent and only writes when an organisation has no real data, so it is safe and non-destructive by construction rather than by checklist. The guided tour, the journey rail and the diagnostic sequence the first weeks automatically. A new customer's path does not depend on me remembering steps.

Around that, the repo carries operational runbooks — internationalisation rollout is a documented runbook, for example — and the operational surfaces the runbooks reference are all live: status page, SLA page, changelog, trust pages. My white-glove layer for early customers — executive kick-off, first war-game, QBR cadence — is currently founder-delivered against a working checklist, and turning that checklist into the formal customer-success playbook is explicit roadmap work as the CS function is hired.

I would offer this test: put one of your teams through the trial with zero contact with me, and judge whether they reach a completed diagnostic unaided. Onboarding that survives founder absence is the standard we built to, because as you rightly imply, founder-dependent onboarding does not scale — and neither of us should want it.

Grounded in: KCS — captured knowledge (runbooks, FAQ, concierge knowledge base) evolves with each onboarding; ITIL 4 service design for the engineered-not-documented control philosophy.

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