Tier9AI
Onboarding Checklist

Everything we need to ship in 14 days.

Use this simple checklist to avoid kickoff delays. Clear inputs let Tier9AI build faster and keep your first workflow on schedule.

Progress

0/12

Readiness score

0%

Status

Early intake stage

Business context

What you do and what matters this quarter.

Systems and access

What tools are in play and who can approve access.

Workflow rules

How messages should behave and when humans take over.

Success metrics

What proves the workflow is working.

Next step

Once you are above 65% readiness, kickoff gets faster and the 14-day timeline becomes realistic without extra back-and-forth.

Submit kickoff form

Send checklist snapshot

Email your readiness snapshot so we can review before your kickoff window.

Email checklist to Tier9AI