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Onboarding Progress Summary

Track onboarding progress from communications.

The prompt
Search for communications about [Customer Name]'s onboarding. Summarize:
- Implementation milestones discussed
- Training sessions completed/scheduled
- Blockers or delays mentioned
- Key contacts and their engagement
- Go-live timeline discussions
- Outstanding action items

Format as onboarding status update.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Customer Success Manager, Implementation Manager, Onboarding Specialist

More for Customer Success & Support

See all 16 prompts

From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.