Overview
Congratulations, you’re signed and ready to go. From this moment, Scrums.com moves quickly to get your team live, your workspace configured, and your first sprint underway.
This page explains exactly what happens next, who does what, when you’ll hear from us, and what to expect at each stage. Every new client goes through this journey, regardless of product, region, or team size.
The Three Phases
| Phase | What Happens | Timeframe |
|---|
| 1. Sign | Deal confirmed, invoice issued, internal handover triggered | Day 1–2 |
| 2. Onboarding & Kickoff | Client Partner outreach, onboarding session, formal kickoff, team activation | Days 2–21 |
| 3. Post-Kickoff | Internal debrief, reporting setup, delivery cadence established | Week 3+ |
Phase 1: Sign
What happens on our side
The moment your agreement is signed, Scrums.com’s systems automatically trigger the following:
- Your engagement is created in our delivery platform
- A dedicated Client Partner (CP) is assigned to your account
- Your client workspace and folder are provisioned
- Your invoice is generated and sent within 24 hours
You do not need to do anything to trigger this. It happens automatically.
What you’ll receive
Day 1 — Congratulations email from Scrums.com
Your Account Executive will send a welcome email confirming that you’re signed and outlining what comes next. This email introduces your Client Partner and sets expectations for the days ahead.
Day 2 — Invoice email from our Billing team
Your first invoice arrives with payment details and a due date. Delivery planning begins immediately, and your formal kickoff is scheduled once payment is received.
Your subscription start date and formal kickoff are tied to invoice settlement. The sooner payment is received, the sooner your team is live.
Phase 2: Onboarding & Kickoff
Step 1 — Meet Your Client Partner
Within one to two days of signing, your Client Partner will reach out directly to introduce themselves and schedule your Onboarding Session. Your Client Partner is your primary point of contact at Scrums.com. They will guide your entire journey — from first session through to ongoing delivery and reviews.
When you receive this email, reply with your availability for the next 2–3 days. The session takes approximately 45 minutes.
Step 2 — Onboarding Session (Meet & Greet)
Duration: 45 minutes | Led by: Your Client Partner | Also present: Account Executive, Head of Delivery (where applicable)
This session is about alignment — not technical detail. The goal is to make sure Scrums.com fully understands your context before your delivery team is introduced.
| Agenda Item | Purpose |
|---|
| Welcome & introductions | Set the tone for the partnership |
| Platform walkthrough | Live demo of your Scrums.com workspace — dashboards, AI agents, and delivery reporting |
| Your delivery process | Understanding your sprint cadence, tooling (Jira, GitHub/GitLab), and team setup |
| Integration planning | Mapping Project Trackers and Source (Git) trackers, and AI Tools for metric aggregation |
| Client Partner role & review cadence | How we’ll manage performance, escalations, and growth reviews |
| Q&A and next steps | Clarify responsibilities and confirm the activation plan |
- Finalise Integrations to power up your metrics
- Introduce your dedicated delivery team
- Align sprint cadence and ceremonies with your team
- Schedule your first check-in and quarterly Executive Business Review (EBR)
When: Your subscription start date (Day 1 of your engagement)
Lead by: Your Client Partner
Participants: Your team, Delivery Lead, Account Executive, Client Partner
This is the session where your delivery team is officially introduced and work begins. It is action-oriented — by the end, your first sprint is planned and everyone knows what they are doing.
Kickoff agenda:
- Welcome & introductions — Your Scrums.com delivery team meets your team
- Expectations & project deep-dive — You share your immediate priorities, success criteria, and context
- Scope & success criteria — We align on what “done” looks like for the first milestone
- Ways of working & tools — Sprint cadence, communication norms, tooling, and access are confirmed
- Team integration — Your Scrums.com engineers are moved into your operating model
- Q&A & final alignment — Any remaining questions are resolved before the sprint begins
After the kickoff, your Client Partner will send a written confirmation summarising everything discussed, including your delivery workspace link, your first sprint scope, and your check-in schedule.
Phase 3: Post-Kickoff
Once your kickoff is complete, your engagement is live. Here is what to expect in the days that follow:
- Kickoff summary email — A written recap of everything agreed in the kickoff session, sent by your Client Partner within 24 hours
- Delivery workspace access — Your Scrums.com workspace is fully set up and accessible
- First check-in invite — A recurring check-in is scheduled between you and your Client Partner
- Executive Business Review (EBR) scheduled — Your quarterly review cadence is confirmed
From here, your delivery team is in sprint and your Client Partner is monitoring progress. If anything needs attention, they will reach out proactively — you do not have to chase.
| Role | Responsibility | When to contact them |
|---|
| Account Executive | Commercial relationship, contract queries | Pricing, renewals, expansions |
| Client Partner | Day-to-day delivery success | Escalations, check-ins, performance reviews |
| Delivery Lead | Technical delivery and sprint management | Sprint issues, technical decisions |
| Billing Team | Invoicing and payment | billing@scrums.com |
| Support | Platform help and technical queries | support@scrums.com |
Timeline Summary
Day 1 → Agreement signed. Internal handover triggered. Congratulations email sent.
Day 2 → Invoice issued. Client Partner reaches out.
Days 2–5 → Onboarding Session (Meet & Greet) held.
Days 5–21→ Team matched, integrations set up, kickoff date confirmed.
Day 21 → Formal Kickoff. Subscription starts. First sprint begins.
Day 22+ → Delivery underway. Check-ins and EBR cadence active.
Questions about your onboarding? Contact your Client Partner directly, or email support@scrums.com. 
