Workflows for onboarding
From closed-won to day 90 – handoffs, first value and the weeks after onboarding is marked complete, measured against customers who onboarded well.
Onboarding Cliff Rescue Playbook 2026
Your best customers show you what the first 90 days after go-live look like. This play checks every new account against them at the same stage each week, confirms the slip is real, and puts the move on the account in your CRM: an unblock call on the missed step, a note for the champion, a self-serve nudge – or no move, with the reason noted.
Trial Activation Playbook 2026
Your converted customers show you what a good first week looks like. This play checks every trial against that pace each day, confirms a trial is really stuck before anyone acts, and puts the move on the account in your CRM: personal outreach for high-fit trials, an unblock message or check-in your team chose to automate – or no move, with the reason noted.
Sales to CS Handoff Playbook 2026
Start while the deal is fresh. This play puts the deal's promises on the CRM record at closed-won, gets kickoff done inside a week, and at day 14 compares the account with customers who onboarded well. On track, it's left alone with a note; stalled, the CSM gets a drafted setup session or re-plan to run.
Every playbook, one download
All 32 workflows as print-ready playbooks — diagrams included. Plus every new workflow as we publish it.