Prompt · Customer Success

First 90 Day Plan

Creates a week-by-week onboarding plan with milestones, owners, and success criteria for a new account.

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customer namecompany nameplanuse casesize and roleslow/medium/highdate

Your prompt

Build a 90-day onboarding plan for [customer name] at [company name]. They bought [plan] for [use case], their team is [size and roles], technical complexity is [low/medium/high], and their go-live target is [date]. Break it into: Days 1-30 (foundation), Days 31-60 (adoption), Days 61-90 (value realization). For each phase list: milestones, who owns what (us vs. them), the specific success metric that proves the milestone is hit, and the top risk that could derail it. Include a RAG-status checkpoint cadence. End with the 3 questions I must answer in week one or the whole plan is guesswork.

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