Free, no sign-up to start: the plan opens as a live, editable Gantt chart. 12 tasks across 4 phases, about 7 weeks if every task runs in sequence.
What's in the template
Kickoff call and success criteria
Requirements workshop
Account configuration
Customer data export
Data import and validation
Integrations setup
Admin training
End-user training
User acceptance testing
Go-live
Hypercare support
Adoption check-in
| Phase | Task | Example duration |
|---|---|---|
| Kickoff | Kickoff call and success criteria | 1 day |
| Kickoff | Requirements workshop | 5 days |
| Configure | Account configuration | 7 days |
| Configure | Customer data export | 5 days |
| Configure | Data import and validation | 5 days |
| Configure | Integrations setup | 7 days |
| Enable | Admin training | 2 days |
| Enable | End-user training | 3 days |
| Enable | User acceptance testing | 5 days |
| Launch | Go-live | 1 day |
| Launch | Hypercare support | 10 days |
| Launch | Adoption check-in | 1 day |
Durations are examples to replace with your own estimates, not benchmarks.
About this saas customer implementation
Implementations slip when the customer doesn't know what is expected of them: data exports, an admin to configure, people to train. Sharing a timeline from kickoff makes both sides' tasks visible.
Use it for B2B software rollouts that take weeks, not minutes. Mark customer-owned tasks so they're easy to spot.
Who it's for: Implementation managers, customer success teams and consultants.
How to use it
- Open the plan. Click Open in the editor.
- Assign owners on both sides. Set the owner of each row to your team or the customer's team.
- Share at kickoff. Send a read-only link in the kickoff follow-up.
- Track risks. Mark a task At risk when the customer's input is late so it shows on the chart.
Planning tips
- Agree on success criteria at kickoff and check them at the adoption review.
- Get a sample data export early; import problems are common.
- Train admins before end users.
Frequently asked questions
- Can the customer see the plan without an account?
- Yes. Read-only share links don't need an account.
- Can I download the plan for the customer?
- Sharing a read-only link is free. PDF and CSV downloads are on Solo ($12/month).
- Can I reuse it for every customer?
- Yes. Open the template for each new customer and adjust it.
Related templates
The free plan saves one project. Downloads (PDF, CSV) and more projects are on Solo, $12/month.