customer-onboarding-and-implementation

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Takes a new customer from signature to working — setting a definition of live that both sides agreed before the contract was signed, planning and staffing the implementation, running data migration and integration realistically, training the people who will actually use it, and handing over to the ongoing relationship. Use this to design an onboarding motion, rescue a stalled implementation, work out why customers who bought never went live, or scope the services a deal actually needs.

AI & Automation 1,356 stars 209 forks Updated 1 weeks ago MIT

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Skill Content

# Customer onboarding and implementation The period between signature and first real use is where the largest share of preventable churn is created, and where a customer's opinion of the product is formed permanently. ## Agree what live means before the contract is signed The most common implementation failure happens in the sales cycle: nobody wrote down what success would look like, so the project has no finish line and every party quietly holds a different one. Define the go-live criteria concretely — which teams, doing what, with what data in place — along with the date, who does what on each side, and what the customer must supply. Put it in the contract or an agreed plan before the deal closes, not after. **Sales commitments become implementation scope.** If a deal was won on something the product does not do yet, the implementation team inherits it. Route that decision back to whoever can make it rather than absorbing it silently. ## Plan the implementation as a project with a customer-side owner Nothing predicts implementation failure like the absence of a named, empowered owner on the customer side. They need authority to make decisions and time genuinely allocated. If the customer cannot name that person, the project is at risk before it starts, and saying so early is a service. Set a cadence from the beginning and hold it — a stalled implementation almost never announces itself; the calls quietly stop being attended. ## Sequence for early value, not for co...

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Author
cbrock84
Repository
cbrock84/headcount
Created
1 weeks ago
Last Updated
1 weeks ago
Language
Markdown
License
MIT

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When the user needs to plan, run, audit, or rescue a new customer's onboarding and implementation — from the sales handover through to first value and steady-state handoff. Also use when the user mentions 'implementation is behind', 'weeks behind', 'plan their onboarding', 'onboarding plan', 'implementation plan', 'we just closed Acme, what now', 'kickoff call', 'kickoff agenda', 'time to value', 'time to first value', 'go-live plan', 'first 90 days', 'onboarding checklist', 'sales to CS handoff', 'this implementation is stalled', 'they signed three months ago and still aren't live', or 'when will they actually be live'. Use this whenever a customer has signed but has not yet reached first value, even if they never say the word 'onboarding' — a question as small as 'what should I do with this new account' is this skill. For risk after onboarding, see churn-risk. For the kickoff brief, see pre-call-brief. For the review after handover, see qbr-builder. For the first renewal, see renewal-prep.

1 Updated 2 weeks ago
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AI & Automation Listed

onboarding-plan

Builds a customer onboarding plan aimed at a result the customer can point to, not a checklist your team can close - with success criteria carrying a baseline, named owners on both sides, and the early signals that predict a bad year. Trigger whenever the user says "onboarding plan", "kickoff", "new customer", "just closed", "first 90 days", "implementation plan", "handover from sales", "success plan", or names an account that has recently signed. Also trigger when they ask why an onboarding is stalling or whether a customer is really live. The plan it produces becomes the evaluation frame for the renewal, so it is written to be measured against later.

1 Updated 1 weeks ago
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