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Aug 4, 2025

30-day onboarding plan for new cloud customers

Stand up FinOps visibility, automation, and trust in the first month.

Onboarding
FinOps
Resellers
30-day onboarding plan for new cloud customers

New customers judge quickly. A 30-day plan shows you can move fast while respecting their controls.

Week 1: connect and baseline

Before diving in, set expectations for owners and timing before diving into the details.

  • Ingest billing exports and set up allocation tags in Stack Dyno.
  • Verify data freshness with daily alerts and share the first spending flow view.
  • Identify the top three anomalies and owners.

Week 2: quick wins

Before diving in, tie the actions to a clear outcome instead of a generic task list.

  • Enable optimization plays for rightsizing and storage lifecycle.
  • Route anomalies to Slack with owner tags so teams see action immediately.
  • Share a short PDF recap with finance to build confidence.

Week 3: automate reporting

Before diving in, give readers a quick narrative so the checklist lands with context.

  • Schedule weekly executive summaries and monthly finance packs.
  • Publish a commitment planning snapshot if usage is stable.
  • Add one customer-branded report to show white-label options.

Week 4: lock in the cadence

Before diving in, remind teams how Stack Dyno supports this stage so the bullets feel connected.

  • Set a standing review with the customer covering anomalies, savings, and roadmap.
  • Document access, labels, and data ownership.
  • Capture feedback and add it to Stack Dyno notes for future cohorts.

A structured first month proves value and builds trust. Stack Dyno makes the data, alerts, and reporting easy to stand up so customers feel in control from day one.


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