flowchart TD
    subgraph "Deal Close"
        WIN[Deal Won] --> CONTRACT[Contract Signed]
        CONTRACT --> HANDOFF[Sales → Success Handoff]
    end

    subgraph "Account Setup"
        HANDOFF --> CREATE[Create Client Account]
        CREATE --> USERS[Setup User Accounts]
        USERS --> CONFIG[Configure Settings]
        CONFIG --> INTEGRATE[Setup Integrations]
    end

    subgraph "Activation"
        INTEGRATE --> TRAIN[Training Session]
        TRAIN --> DATA[Data Migration]
        DATA --> LAUNCH[Go Live]
    end

    subgraph "Success"
        LAUNCH --> CHECK[Check-in Calls]
        CHECK --> EXPAND[Identify Expansion]
    end

    style WIN fill:#e8f5e9
    style LAUNCH fill:#e1f5fe

stateDiagram-v2
    [*] --> PENDING: Deal Won

    PENDING --> KICKOFF: Schedule Kickoff
    KICKOFF --> SETUP: Kickoff Complete

    SETUP --> CONFIGURING: Begin Setup
    CONFIGURING --> TRAINING: Config Complete

    TRAINING --> MIGRATING: Training Done
    TRAINING --> CONFIGURING: Need Adjustments

    MIGRATING --> TESTING: Migration Complete
    MIGRATING --> CONFIGURING: Issues Found

    TESTING --> LIVE: Tests Pass
    TESTING --> MIGRATING: Fixes Needed

    LIVE --> ACTIVE: Adoption Confirmed
    ACTIVE --> [*]

    note right of SETUP
        Account creation
        User provisioning
    end note

    note right of TRAINING
        Admin training
        User training
    end note

sequenceDiagram
    participant Sales as Sales Rep
    participant Success as Success Manager
    participant System as CRM System
    participant Client

    Note over Sales,Client: Deal closed

    Sales->>System: Mark opportunity won
    System->>System: Trigger onboarding workflow

    Sales->>Success: Schedule handoff meeting
    Sales->>Success: Share deal context
    Note over Success: Requirements, pain points,<br/>key stakeholders, expectations

    Sales->>Success: Introduce to client
    Success->>Client: Schedule kickoff call

    Sales->>Client: Send introduction email
    Note over Sales,Client: Warm handoff complete

    Success->>Client: Kickoff call
    Success->>System: Create onboarding project
    Success->>System: Assign tasks & timeline

sequenceDiagram
    participant Success as Success Manager
    participant API as TRPC Router
    participant Service as Client Service
    participant DB as Database
    participant Email as Email Service
    participant Client

    Success->>API: createClient(clientData)
    API->>Service: createClient(ctx, input)

    Service->>DB: Create client record
    Service->>DB: Create primary contact
    Service->>DB: Setup billing info
    DB-->>Service: Client created

    Service->>Service: Provision resources
    Note over Service: Storage, limits, features

    Service->>DB: Create admin user
    Service->>Email: Send welcome email
    Email->>Client: "Welcome! Setup your account"

    Service->>DB: Create onboarding checklist

    Service-->>API: Client ready
    API-->>Success: Success

flowchart TD
    subgraph "Week 1: Foundation"
        W1_1[Contract signed]
        W1_2[Kickoff call scheduled]
        W1_3[Account created]
        W1_4[Admin user setup]
        W1_5[Billing configured]
    end

    subgraph "Week 2: Configuration"
        W2_1[Branding applied]
        W2_2[Integrations connected]
        W2_3[Users invited]
        W2_4[Permissions configured]
        W2_5[Workflows setup]
    end

    subgraph "Week 3: Training"
        W3_1[Admin training]
        W3_2[User training]
        W3_3[Documentation shared]
        W3_4[Support contacts shared]
    end

    subgraph "Week 4: Launch"
        W4_1[Data migrated]
        W4_2[Testing complete]
        W4_3[Go-live date set]
        W4_4[Launch support ready]
    end

    W1_1 --> W1_2 --> W1_3 --> W1_4 --> W1_5
    W1_5 --> W2_1
    W2_1 --> W2_2 --> W2_3 --> W2_4 --> W2_5
    W2_5 --> W3_1
    W3_1 --> W3_2 --> W3_3 --> W3_4
    W3_4 --> W4_1
    W4_1 --> W4_2 --> W4_3 --> W4_4

flowchart TD
    START[Invite Users] --> METHOD{Invite Method}

    METHOD -->|Individual| SINGLE[Single User Invite]
    METHOD -->|Bulk| BULK[Bulk Import]
    METHOD -->|SSO| SSO[SSO Integration]

    SINGLE --> FORM[Enter User Details]
    FORM --> SEND[Send Invitation]

    BULK --> UPLOAD[Upload CSV]
    UPLOAD --> VALIDATE[Validate Data]
    VALIDATE --> SEND_BULK[Send Invitations]

    SSO --> CONFIG[Configure SSO]
    CONFIG --> TEST[Test Connection]
    TEST --> ENABLE[Enable SSO]

    SEND --> WAIT[User Receives Email]
    SEND_BULK --> WAIT
    ENABLE --> AUTO[Auto-provision on Login]

    WAIT --> ACCEPT[User Accepts]
    ACCEPT --> PASSWORD[Set Password]
    PASSWORD --> ACTIVE[User Active]

    AUTO --> ACTIVE

    style ACTIVE fill:#e8f5e9

flowchart TD
    subgraph "Assessment"
        ASSESS[Assess Data Sources] --> MAP[Map Data Fields]
        MAP --> PLAN[Create Migration Plan]
    end

    subgraph "Preparation"
        PLAN --> CLEAN[Clean Source Data]
        CLEAN --> TRANSFORM[Transform to Target Format]
        TRANSFORM --> VALIDATE[Validate Data]
    end

    subgraph "Migration"
        VALIDATE --> TEST_IMPORT[Test Import]
        TEST_IMPORT --> REVIEW{Review Results}
        REVIEW -->|Issues| FIX[Fix Issues]
        FIX --> TEST_IMPORT
        REVIEW -->|OK| FULL_IMPORT[Full Import]
    end

    subgraph "Verification"
        FULL_IMPORT --> VERIFY[Verify Data]
        VERIFY --> RECONCILE[Reconcile Counts]
        RECONCILE --> SIGNOFF[Client Sign-off]
    end

    style SIGNOFF fill:#e8f5e9

sequenceDiagram
    participant Success as Success Manager
    participant Client
    participant System as Company Manager
    participant External as External System

    Success->>Client: Identify integrations needed
    Client-->>Success: List of systems

    loop For each integration
        Success->>System: Configure integration
        System->>External: Test connection
        External-->>System: Connection result

        alt Connection successful
            System->>System: Save credentials
            System->>System: Setup sync schedule
        else Connection failed
            System-->>Success: Error details
            Success->>Client: Request correct credentials
        end
    end

    Success->>System: Enable integrations
    System->>External: Initial sync
    External-->>System: Sync complete

    Success->>Client: Integrations active

gantt
    title Client Training Schedule
    dateFormat YYYY-MM-DD
    axisFormat %b %d

    section Admin Training
    System Overview       :admin1, 2024-01-15, 2h
    User Management       :admin2, 2024-01-16, 2h
    Settings & Config     :admin3, 2024-01-17, 2h
    Reports & Analytics   :admin4, 2024-01-18, 2h

    section User Training
    Basic Navigation      :user1, 2024-01-22, 2h
    Core Features         :user2, 2024-01-23, 4h
    Advanced Features     :user3, 2024-01-24, 2h

    section Go-Live Support
    Launch Day Support    :crit, launch, 2024-01-29, 1d
    Post-Launch Check-in  :checkin, 2024-02-05, 1d

flowchart LR
    subgraph "Onboarding Metrics"
        TIME[Time to Value]
        ADOPT[Adoption Rate]
        COMPLETE[Completion Rate]
        HEALTH[Health Score]
    end

    subgraph "Tracking"
        LOGIN[First Login]
        FEATURE[Feature Usage]
        DATA[Data Created]
        INVITE[Users Invited]
    end

    subgraph "Scoring"
        SCORE[Onboarding Score]
        RISK[Risk Assessment]
    end

    LOGIN --> TIME
    FEATURE --> ADOPT
    DATA --> COMPLETE
    INVITE --> ADOPT

    TIME --> SCORE
    ADOPT --> SCORE
    COMPLETE --> SCORE
    HEALTH --> RISK
    SCORE --> RISK

flowchart TD
    LAUNCH[Go Live] --> WEEK1[Week 1 Check-in]

    WEEK1 --> FEEDBACK1{Issues?}
    FEEDBACK1 -->|Yes| RESOLVE1[Resolve Issues]
    FEEDBACK1 -->|No| WEEK2

    RESOLVE1 --> WEEK2[Week 2 Check-in]

    WEEK2 --> FEEDBACK2{Adoption On Track?}
    FEEDBACK2 -->|Yes| MONTH1
    FEEDBACK2 -->|No| INTERVENTION[Intervention Plan]

    INTERVENTION --> MONTH1[Month 1 Review]

    MONTH1 --> HEALTH{Health Score}
    HEALTH -->|Green| STANDARD[Standard Success Plan]
    HEALTH -->|Yellow| ATTENTION[Increased Attention]
    HEALTH -->|Red| ESCALATE[Escalate to Leadership]

    STANDARD --> EXPAND[Expansion Opportunity]
    ATTENTION --> RECOVER[Recovery Plan]
    ESCALATE --> RISK[Risk Mitigation]

    style EXPAND fill:#e8f5e9
    style ESCALATE fill:#ffebee

flowchart TD
    CLIENT[New Client] --> EVALUATE{Evaluate Criteria}

    EVALUATE --> ARR[Annual Revenue]
    EVALUATE --> STRATEGIC[Strategic Value]
    EVALUATE --> GROWTH[Growth Potential]

    ARR --> TIER
    STRATEGIC --> TIER
    GROWTH --> TIER

    TIER{Assign Tier}
    TIER -->|Enterprise| ENT[Enterprise Tier]
    TIER -->|Business| BUS[Business Tier]
    TIER -->|SMB| SMB[SMB Tier]

    ENT --> DEDICATED[Dedicated CSM]
    BUS --> SHARED[Shared CSM]
    SMB --> TECH[Tech Touch]

    DEDICATED --> TOUCHPOINTS[Monthly QBRs]
    SHARED --> TOUCHPOINTS2[Quarterly Reviews]
    TECH --> TOUCHPOINTS3[Automated Check-ins]