Customer Onboarding Success Plan
Make the first 90 days deliver value.
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Create a success plan for a new customer. Customer and the goals they gave when buying: [CUSTOMER_AND_GOALS]. Product and implementation steps: [PRODUCT_AND_STEPS]. Their team and availability: [CUSTOMER_TEAM]. Produce: a shared plan with milestones (kickoff, configuration, training, first use case live, first results review) and dates; a goals table: Goal | Measure | Baseline | Target | How we will track; roles on both sides; risks (late data, low availability, unclear owner) and mitigation; a communication rhythm (weekly 30-minute check-ins); and a day-30, day-60, and day-90 review agenda. Add a welcome email (120 words) with the plan attached, a list of early-warning signs (missed meetings, low usage) with actions, and a handoff note format for internal teams. Use only my details and mark unknowns. Provide the shared plan as a table with milestone, owner on each side, date, and success measure, a risk table with early-warning signs, and the agenda for the 30-day review with the questions that decide whether to adjust the plan.
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