Customer Onboarding Playbook
Get new customers to their first result faster with a clear onboarding plan, kickoff agenda and handoff from sales.
$97one-time payment
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What you get with Customer Onboarding Playbook
The Customer Onboarding Playbook is a written guide to designing an onboarding process that moves new customers from signed contract to first real result.
It starts with the sales-to-success handoff, so the details a customer shared during the sale are not lost, then lays out a kickoff call, an onboarding plan with milestones, and check-ins at each stage.
You get templates for the handoff form, kickoff deck outline, welcome emails and a milestone tracker you can share with the customer.
It works for software, services and subscription businesses with a few customers a month or many.
Everything included
- Sales-to-customer-success handoff form
- Kickoff call agenda and deck outline
- Onboarding plan template with milestones
- Welcome and check-in email templates
- Time-to-first-value tracker
- Stalled onboarding recovery steps
- Onboarding completion checklist
Built for
- Founders handling onboarding themselves
- First customer success hires building a repeatable process
- Teams that lose customers in the first 90 days
Common questions
What format is the playbook?
A downloadable PDF guide with editable templates.
Is it only for software companies?
No. The framework applies to services and subscription businesses as well.
How long does it take to put in place?
Most teams can adapt the templates and run their first structured onboarding within a couple of weeks.
Do I get updates?
Yes. Any revisions to this edition are sent to the email address used at checkout.
Ready to get started?
Get new customers to their first result faster with a clear onboarding plan, kickoff agenda and handoff from sales.
$97one-time payment
Buy now — $97 →