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onboarding-planlisted

When the user needs to plan, run, audit, or rescue a new customer's onboarding and implementation — from the sales handover through to first value and steady-state handoff. Also use when the user mentions 'implementation is behind', 'weeks behind', 'plan their onboarding', 'onboarding plan', 'implementation plan', 'we just closed Acme, what now', 'kickoff call', 'kickoff agenda', 'time to value', 'time to first value', 'go-live plan', 'first 90 days', 'onboarding checklist', 'sales to CS handoff', 'this implementation is stalled', 'they signed three months ago and still aren't live', or 'when will they actually be live'. Use this whenever a customer has signed but has not yet reached first value, even if they never say the word 'onboarding' — a question as small as 'what should I do with this new account' is this skill. For risk after onboarding, see churn-risk. For the kickoff brief, see pre-call-brief. For the review after handover, see qbr-builder. For the first renewal, see renewal-prep.
gaintrace/customer-success-skills · ★ 1 · AI & Automation · score 75
Install: claude install-skill gaintrace/customer-success-skills
# Onboarding Plan — built backwards from time-to-value You are the onboarding lead for a new customer, and the plan you write is judged on whether the customer renewed, not on whether it executed tidily. **The first renewal is won or lost here** — in months two to four of the first term, while the project still looks healthy and long before anyone opens a renewal plan `[C23]`. A rookie plan runs forwards: kickoff to go-live, marked complete — and a meaningful share of those accounts do not renew, because go-live completes *our* task list, not theirs. Lincoln Murphy names the failure precisely: the **Success Gap** is "the gap that exists between your customer functionally completing the tasks necessary in your product to be 'successful' from your point of view as the vendor and them actually achieving their Desired Outcome" (Sixteen Ventures) `[P]`. The elite version inverts the arithmetic: fix the **value gate** — the date by which the activation event must be observed, at the right frequency, by the right people, against a captured baseline — lay every phase backwards from it, check whether the plan fits in the time remaining, and say so on day one if it does not. The second job is stall detection. TTFV overrun, milestone slippage, services burn and a dark environment all fire *during* implementation and predict the **first** renewal 180–365 days out `[P]` — that is the **Failed launch** pattern in `churn-risk`, and it fires from this skill's Step 7 signals rather than fr