CSM Onboarding Navigator
New customers reach first value while the excitement is high.
- Builds a structured onboarding plan with milestones
- Nudges when a step stalls
- Builds momentum through the first 90 days
“run onboarding for Acme toward first value and flag if they stall”
Surfaces issues before they become problems.
“Show me my team's quota attainment vs target for this month, by rep, and highlight who's at risk”
Gives instant visibility without building another spreadsheet
“Summarise all onboarding assistant activity from this week and tell me what needs my attention before Monday”
Condenses a week of work into a 30-second brief
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
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Initial release.
6/15/2026
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