Use case
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Customer Onboarding Manager
Customer onboarding checklist from the closed deal
A generic customer onboarding checklist does not know what this customer was promised. This agent builds the kickoff brief and a 30/60/90-day plan to first value from the closed deal, then watches for stalls.
The problem
The sales to CS handoff is where context goes missing. The customer explained their pain, success criteria, and deadline three times during the sale, then gets asked again at kickoff. Promises made in a late email never reach the onboarding plan. Accounts that stall on access or attendance go unnoticed until usage is flat at day 60, and by then the champion has moved on to other priorities.
How the agent does it
Assemble the buying record. The agent collects the customer's pain in their own words, success criteria, critical date, stakeholders, and every promise made during the sale.
Map the people. It maps the customer-side owner, champion, economic buyer, and skeptic, and flags anyone who changed role or went quiet since signature.
Define activation. It defines activation as one observable event in the customer's own data, not go-live or training completed.
Draft the 30/60/90 plan. It drafts the kickoff brief and a milestone plan with owners on both sides and the evidence that proves each gate.
Watch for stalls. It watches for access, attendance, usage, and timeline stalls, drafts the response to each for approval, and hands a value baseline to the renewal owner.
What you get
A kickoff brief that confirms what sales already learned
A 30/60/90-day milestone plan to first value with owners and evidence for each gate
An activation register of accounts that signed but have not activated
Approval-ready stall responses and a value baseline for the first business review
Works with
HubSpot
Salesforce
Attio
Gmail
Outlook
Google Calendar
Outlook Calendar
Slack
Questions
What should a customer onboarding checklist include?
Before kickoff: the buying record (pain, success criteria, critical date, promises made), stakeholder map, and a one-event activation definition. Days 1 to 30: kickoff held, access granted, first working session, first use of the core workflow. Days 31 to 60: activation event reached in the customer's data. Days 61 to 90: value measured against an agreed baseline and handed to the renewal owner. Every item has an owner on both sides and the evidence that proves it.
How does this fix the sales to CS handoff?
The agent reads the closed deal's notes, meetings, emails, and stakeholders, so the kickoff brief confirms what sales learned rather than re-asking. Promises made during the sale carry into the milestone plan.
Will it email customers or book meetings on its own?
No. Reading the buying record and usage and drafting briefs need no approval. Any customer message, sponsor escalation, meeting scheduling, task creation, or CRM activation update requires approval.
How do I get started?
Connect your CRM with closed-won deals, a calendar, and email or Slack, add product usage if you have it, and name an onboarding owner per account. You start free with some free AI usage; after that, plans are $49/month and refundable within 7 days.
Hire this agent and see its first result today
Connect your tools, review what it prepares, and approve every change before it happens. Start free.