Onboarding and Adoption Bundle

Everything you need to get a new customer from signed contract to real adoption, with every handoff and conversation planned.

The first 90 days decide the renewal. When Sales hands over half the story, the kickoff has the wrong people in the room and nobody owns onboarding, the customer feels it right away, and you spend the rest of the year catching up.

This bundle gives you the full set for the start of the relationship: the handoff, the kickoff, the success plan you build together, the onboarding plan with owners on both sides, the journey map, the stakeholder map, the questions to ask at every stage and the emails to send along the way.

What's included (9 templates, each with its own step-by-step PDF guide)

• Customer Success Plan (Word): Build the plan with your customer, keep it current, and walk into every renewal with proof of the value they got.

• Sales to CS Handoff Kit (Word): Make Customer Success the owner on day one, with nothing lost between the signature and the kickoff.

• Partnership Kickoff Deck (PowerPoint): Start every customer with the executive in the room, three ranked goals and a plan both teams agree on.

• Customer Journey Map (Excel): Write down one journey every CSM can run, with an owner for every moment from signed contract to advocate.

• Customer Discovery Question Bank (Word): Ask the right question at the right moment in the customer journey, and actually hear the answer.

• Customer Stakeholder Map (Excel): Find out who can make this account succeed or stop it, how well you know them, and where you are one resignation away from trouble.

• Customer Onboarding Plan (Excel): Build one shared plan with your customer, from handoff to wrap-up, with owners on both sides and a clear finish line for every step.

• Customer Communication Library (Word): Send the right message at every moment, in a voice that is yours, without starting from a blank screen.

• Adoption and Value Workbook (Excel): Find out where your customers really are, agree on goals in their numbers, and make value visible to the people who sign the renewal.

Every template comes as an editable Microsoft Office file plus a make-a-copy link for the Google version, and every guide includes a worked example and a Steal This check.

Who it's for

CSMs and onboarding leads who want every new customer started right.

How it works

Digital download. Your files are ready right after checkout. Each template has its own folder with the Office file and the guide, and the Google versions use the links included with your download. No physical item will be shipped.

Want everything?

The Complete Architect Collection has every template in the collection for $299.