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Add a Go-Live Readiness Checklist

Insert a checklist that confirms everything is ready before the customer goes live.

AI Agent Prompt

Add an action plan block called "Go-Live Readiness Checklist" to the current page with one milestone called "Go-Live Readiness" and these tasks: 1. All users have been invited and have logged in 2. SSO / authentication is configured and tested 3. Data migration is complete and verified 4. Integrations are connected and syncing 5. Admin settings are reviewed and finalized 6. Training sessions are complete for all user groups 7. Support escalation path is documented 8. Go-live date is confirmed with all stakeholders

What the AI creates

The AI adds a go-live readiness checklist as an action plan with 8 checkable tasks. Walk through it with the customer before flipping the switch.

Pro Tip

Pair this with the implementation action plan — the checklist confirms everything from the plan is actually done.

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