> ## Documentation Index
> Fetch the complete documentation index at: https://b2-b-playbook.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding welcome packet

<img src="https://mintcdn.com/b2-b-playbook/8TjYHkeg5vZEv16F/assets/illustrations/worksheet-onboarding-welcome.webp?fit=max&auto=format&n=8TjYHkeg5vZEv16F&q=85&s=e9158c8bd959e8d89f588c0f1966391d" alt="Automation (every logo); This logo; Packet" width="1600" height="900" data-path="assets/illustrations/worksheet-onboarding-welcome.webp" />

B2B Playbook working file. Read [onboarding communication](../playbooks/08-lifecycle-and-customer-marketing/onboarding-communication.md) 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.

***

## Automation (every logo)

* 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):

## This logo

* First meeting (date, who must attend):
* Intake due:
* Early milestone we will celebrate:

## Packet

### People

| Name | Role | For (implementation / book / support) | Contact |
| ---- | ---- | ------------------------------------- | ------- |
|      |      |                                       |         |

### Intake (questions we still need)

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

### Timeline

Length and date range:

| Due | Meeting or task | Objective (done looks like) |
| --- | --------------- | --------------------------- |
|     |                 |                             |
|     |                 |                             |
|     |                 |                             |

### Help

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

## First-call checklist

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

## 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: