Customer Onboarding and Enablement

Customers do not need to learn AI tools or operate a digital workforce. Start by confirming requestors, work scope, deadlines, and approval contacts. Submit work by meeting, email, or the optional Customer Portal. Finished work is delivered through agreed systems. Technical workforce training is internal to Compound Leverage.

Work lifecycle

Request → Assign → Execute → Review → Deliver

The customer chooses a convenient request channel. The THINK Strategist manages team execution. Finished documents, presentations, reports, research, solutions, or configured teams are delivered for review, revisions, and approval as applicable.

See Managed Capture Team, Managed Proposal Team, and Security and Governance.

Getting ready for your first assignment

Item	What to provide or confirm
Authorized contacts	Who can assign work, provide facts, and approve results
First work item	Objective, background, deadline, and preferred output
Source material	Files, links, repositories, or approved systems
Environment	CL-managed delivery or specifically approved customer environment
Access	Permitted sources, tools, identities, and limitations
Review	Acceptance criteria, reviewer, and delivery destination

First-assignment example

Request: “Prepare a capture brief for this opportunity by Thursday.”

Include the opportunity link, relevant capabilities, target customer, known constraints, and any preferred format. The strategist can clarify missing inputs, coordinate the Managed Team, and return a reviewed deliverable through the agreed channel.

For coded work, add the repository, requirements, test expectations, and whether the assignment includes a pull request, code handoff, or separately authorized deployment.

Frequently asked questions

Question	Answer
Do we need to install AI tools?	No, not for CL-managed delivery.
Is the Customer Portal mandatory?	No. Email and meetings are supported request channels.
Can work be done in our systems?	Where the engagement and approved technical access permit it.
Who approves consequential actions?	The authorized customer decision-maker under the agreed process.