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Automation (every logo); This logo; Packet B2B Playbook working file. Read onboarding communication first. Fill for this customer. Delete teaching notes. Do not paste a third-party welcome email as the live sequence. Copyright © 2026 Ivan Xu. Private operating copy permitted. See LICENSE.
  • Event that may fire (company signed / admin seat created — not “any user” unless true):
  • Welcome:
  • Inactivity nudge (after how many days, to whom):
  • First-run / empty-state owner (product vs CS):
  • First meeting (date, who must attend):
  • Intake due:
  • Early milestone we will celebrate:

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Packet

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People

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Intake (questions we still need)

  • Company / who will use it:
  • Goals:
  • Current way of working / stack / migration:
  • Why they bought (vs AE note):

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Timeline

Length and date range:

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Help

  • Trainings to complete (due dates):
  • Articles:
  • Support: hours · what CS will not ticket · how to reach the named human:

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First-call checklist

  • Right seats present (including IT if migrating)
  • Order form walked
  • Success metric confirmed
  • Next date on the calendar

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Handoff (if specialist ≠ book owner)

Customer-facing: new owner (cc’d) · what they own · support path: Internal note:
  • Main contacts / how to reach / locations:
  • Decision-maker (not in the tool daily):
  • What they do / how they make money:
  • Goals hit in onboarding:
  • Challenges left / remaining asks:
  • Extra training or SKUs already named: