# Customer Onboarding Checklist * **Process**: Explain our software development and design process. Entrepreneurs may or may not have a background in product development. Use presentations and emphasize the "how" rather than the "why". * **Account setup**: Invite the customer to Slack, JIRA, Github, Zeplin, or any other SAAS tool used for the project (limited to two invites per tool). * **Priorities**: Talk to the customer and understand their priorities. * **Sprint Goals**: Explain the sprint goal at the start of each sprint. Make adjustments if required. The key to stakeholder management is to ensure you set expectations correctly. When questions are raised address them immediately. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://playbook.wednesday.is/project-management-playbook/general-guidelines/checklists/customer-onboarding-checklist.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.