Customer Onboarding Plan Builder

What it takes in

The inputs you provide on each run, validated before anything executes.

2 tasks, run in order.

Each task passes its result to the next. Here's what each does and what it produces.

1. 01
   Build the success plan. From {{productDescription}} and {{customerGoals}}, define what success looks like for {{customerName}} in their own terms, then build a milestone-based onboarding plan that moves them from kickoff to first value to full adoption. If {{timeline}} is provided, fit the milestones within it; if not, propose a realistic timeline and state the assumption. For each milestone give a clear name, what gets done, the suggested owner (customer side or vendor side), and a target date relative to kickoff (for example, Week 1). Define 3 to 5 success metrics that show the plan is working. Do not fabricate product capabilities not present in the inputs. Present this as a readable plan, never JSON.

   Expected output

   A readable success plan with no JSON and no code blocks containing: Definition of Success (what success means to {{customerName}} in their own terms, in 2 to 3 bullets); Milestone Plan (a stage-by-stage plan from Kickoff to First Value to Full Adoption, each milestone with a heading and bullets for what gets done, Owner, and Target Date relative to kickoff); and Success Metrics (3 to 5 measurable indicators with a short note on how each is measured).
2. 02
   Build the kickoff kit. Using the success plan from Task 1, prepare everything needed to launch onboarding for {{customerName}}: a kickoff call agenda with timeboxes, a ready-to-send kickoff invite email addressed to the customer, and a week-by-week check-in cadence through first value. The email should reference the customer's goals from {{customerGoals}}, preview the milestone plan, and end with one clear ask (confirming the kickoff time). Keep the tone warm and professional, and do not invent attendees, dates, or product details not present in the inputs. Present as readable, ready-to-use materials, never JSON.

   Expected output

   A readable kickoff kit with no JSON and no code blocks containing: Kickoff Call Agenda (a timeboxed agenda of 5 to 7 items, each with a duration and purpose); Kickoff Invite Email (a Subject line plus a ready-to-send body of roughly 100 to 180 words that references the customer's goals, previews the milestone plan, and ends with one clear ask); and Check-In Cadence (a week-by-week list through first value, each entry with the week, the check-in format, and what to review).