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Intermediate ~16 hours

Customer Onboarding Playbook

Design a customer onboarding playbook with milestones, comms, and time-to-value targets.

Notion or Asana

About this project

First 30 days determine retention. This project teaches the onboarding craft: milestone definition, comms cadence, intervention triggers, and the success metrics. Build for a real product and pilot with one customer.

Why build this in 2026?

Onboarding quality is the leading indicator of NRR.

What you'll ship

  • Playbook document
Email/Slack sequences
Pilot results

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Skills you'll practice

account managementcommunication