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Tasks & Projects

Create an Implementation Plan

Add a post-sale implementation plan: kickoff, technical setup, integrations, training, and go-live.
AI Agent Prompt
Copy

Add an action plan block to the current page called "Implementation Plan" with these milestones: 1. Kickoff — tasks: Schedule kickoff meeting, Assign project leads, Share onboarding questionnaire 2. Technical Setup — tasks: Provision environment, Configure SSO, Set up API keys 3. Data Migration — tasks: Export existing data, Map data fields, Run test migration 4. Integration — tasks: Connect CRM, Configure webhooks, Test data sync 5. User Training — tasks: Schedule training sessions, Share training materials, Complete certification 6. Go-Live — tasks: Final testing, Enable production access, Confirm go-live checklist

What the AI creates

The AI creates a 6-milestone implementation plan with 18 tasks covering every phase from kickoff to go-live.

Pro Tip
Just paste your existing implementation spreadsheet or project plan. Copy the milestones and tasks as text — the AI will structure it into a proper action plan with checkboxes and owners.

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