Hey Matt, Agree with everyone else here. I think the overall concept of gaining alignment upfront and across all parties is really important. In addition, (in my experience) continued visibility through the onboarding process is just as important. That said, there might be a few ways to get there. I've used shared docs, generic project management software, etc. to do this in the past, but it's actually why I created Onboard.io . Would be happy to chat further. ------------------------------ Will ...