Plan a customer onboarding

Tell it who the customer is and what they bought, it builds the exact checklist for that onboarding, dropping everything that doesn't apply. Track it here or copy it into Linear, Slack, or a doc. The full master lives at Onboarding SOPs.

Customer name

Modules purchased

AI Designer(creative production)AI Paid Media(performance marketing)Consumer Insights(listening + share of voice)Brand Moderator(response + moderation)Reporting(dashboards, reports + alerts)

Customer context

Mention things like BFSI, branch network, app campaigns, data warehouse, offline / long sales cycle, marketplace, multi-language, video and the matching items get added automatically.

Checklist depth

Essentialsthe must-do items that get the customer to value fastest, recommendedFull playbookevery step, including deep Brand Brain data collection

Onboarding history

No saved onboardings yet. Generate a checklist above and it's recorded here automatically.