plan-an-onboarding
CommunityTurn post-close into a 90-day success plan
Marketing & Sales#sales playbook#customer health#success metric#onboarding planning#90-day timeline#account renewal#CRM integrations
Authorakiotanaka847
Version1.0.0
Installs0
System Documentation
What problem does it solve?
It turns a post-close, ambiguous onboarding period into a clear ninety-day plan anchored to the customer’s own success metric, so future account reviews and renewal decisions stay honest and consistent.
Core Features & Use Cases
- Kickoff agenda planning: Creates a 5–7 item, 60-minute kickoff agenda including success-metric confirmation and team handoff.
- Success metric alignment: Captures both your canonical framing and the customer’s verbatim definition of success, and flags divergence for how the health score should be evaluated.
- Time-to-value milestones: Produces a day-by-day (Day 0 to Day 90) cadence with concrete value milestones and milestone reviews.
- Champions, blockers, and early risk list: Names internal champions, surfaces blockers, and drafts a first-thirty-day risk list to prevent derailment.
- Operational artifacts creation: Writes the onboarding plan artifact, updates customers health/start and renewal timing, and appends an onboarding output record.
Quick Start
Say: plan the onboarding for {customer}.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: plan-an-onboarding Download link: https://github.com/akiotanaka847/qaio-desktop/archive/main.zip#plan-an-onboarding Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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