Onboarding guide: an AI agent that tracks each new customer's first 90 days and flags stalls
The onboarding guide follows every new customer through their first 90 days against the plan you agreed at handover. It checks which milestones they've hit, spots the ones running late, and tells the owner what's stuck and why. It drafts the nudge, from a check-in email to an internal note, for the owner to approve.
We design every agent around how you sell. This page shows our starting design for this one.
- When it runs
- Every day for each customer in their first 90 days.
- Works in
- Your CRM, product usage data, onboarding or project tool, and email.
- Waits for a person
- Every message to the customer. Internal alerts go to your team only.
- How you know it works
- Days to first value, milestones hit on time, and churn among customers in their first year.
What it does
- Turns the sales handover into an onboarding plan with goals, milestones and dates for this customer.
- Checks progress each day from product usage, your onboarding tool and email.
- Flags milestones that slip, such as no admin set up after a week or no users invited.
- Works out the likely cause from what it can see, such as a champion on holiday or an integration waiting on IT.
- Drafts the next step for the owner and logs progress in your CRM.
What it hands your team
Pinecrest Clinics, day 21 of 90
- On track
- Admin set up and Salesforce connected.
- Late
- 9 of 40 users invited, against a target of 30 by day 14.
- Likely cause
- Their IT team hasn't approved single sign-on. Two emails about it have no reply.
- Next
- The agent drafted a note to their IT lead, waiting for approval.
Example output. The companies and people are made up.
Questions about the onboarding guide agent
Where does the onboarding plan come from?
From your standard plan plus what the customer told sales: their goals, their dates and who's involved. The agent reads the handover notes and the deal so the plan fits this customer.
Does it replace our onboarding manager?
No. It tracks every customer at once and tells your onboarding manager where to spend their time.
What happens after day 90?
The customer moves to health watch, which keeps an eye on usage and sentiment from then on.
More agents for customers
- Health watchFlags accounts whose usage or sentiment is slipping.
- Renewal prepBuilds the renewal brief 90 days before each renewal.
- Expansion signalsSpots teams and use cases ready for more seats.
- QBR builderDrafts quarterly business reviews from account data.
- Win-backRevisits lost deals and past customers when their situation changes.
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.