Onboarding Planner

$299.00

Build onboarding that scales trust, reduces time to value, and aligns your entire company.

This agent doesn't just build an onboarding checklist — it synthesizes:

• Your product offering and motion
• Customer personas, needs, and expectations
• Internal resource constraints and goals
• Advanced research into relevant companies, onboarding and CS best practices

…and turns it into a tailored onboarding journey your team can implement right now.

You'll get clear, stage-based onboarding mapped to actions, messaging, ownership, and success criteria — the kind of strategic plan you’d normally expect from a $10k onboarding consultant or enterprise CS tool.

🚀 Why It’s Different:
• Live strategy engine, not a static template
• Reflects both customer psychology, advanced research into companies, customer success best practices, and internal realities
• Reusable and reconfigurable as your product or segments evolve
• Like having a McKinsey CS lead and a GTM strategist — but in a shareable link

✅ You’ll Walk Away With:
• A complete, implementation-ready onboarding journey
• Owner assignments, success metrics, and engagement plan
• Tailored recommendations for comms, product training, and segmentation
• A journey your whole org can align around — not just CS

💰Real Business Impact of the Onboarding Journey Planner

• Faster Time to Value (TTV)
• Consistent Onboarding at Scale
• Hours Back Every Month
• Lower Churn Risk

_______________

🧐 How It Works

[video]

🛒 How To Buy

After you purchase on Gumroad, you'll receive an email invitation.

This email contains a private link to this agent, hosted on Agent.ai.

To use the Agent, click the link, then sign into Agent.ai (free) using either your Google account or creating an account.

Questions before buying? Message me.

Build onboarding that scales trust, reduces time to value, and aligns your entire company.

This agent doesn't just build an onboarding checklist — it synthesizes:

• Your product offering and motion
• Customer personas, needs, and expectations
• Internal resource constraints and goals
• Advanced research into relevant companies, onboarding and CS best practices

…and turns it into a tailored onboarding journey your team can implement right now.

You'll get clear, stage-based onboarding mapped to actions, messaging, ownership, and success criteria — the kind of strategic plan you’d normally expect from a $10k onboarding consultant or enterprise CS tool.

🚀 Why It’s Different:
• Live strategy engine, not a static template
• Reflects both customer psychology, advanced research into companies, customer success best practices, and internal realities
• Reusable and reconfigurable as your product or segments evolve
• Like having a McKinsey CS lead and a GTM strategist — but in a shareable link

✅ You’ll Walk Away With:
• A complete, implementation-ready onboarding journey
• Owner assignments, success metrics, and engagement plan
• Tailored recommendations for comms, product training, and segmentation
• A journey your whole org can align around — not just CS

💰Real Business Impact of the Onboarding Journey Planner

• Faster Time to Value (TTV)
• Consistent Onboarding at Scale
• Hours Back Every Month
• Lower Churn Risk

_______________

🧐 How It Works

[video]

🛒 How To Buy

After you purchase on Gumroad, you'll receive an email invitation.

This email contains a private link to this agent, hosted on Agent.ai.

To use the Agent, click the link, then sign into Agent.ai (free) using either your Google account or creating an account.

Questions before buying? Message me.