Product-org-os onboarding-playbook

Document Intelligence

This skill supports three modes: Create, Update, and Find.

Mode Detection

Signal	Mode	Confidence
"update", "revise", "improve" in input	UPDATE	100%
File path provided	UPDATE	100%
"create", "new", "build" in input	CREATE	100%
"find", "search", "list"	FIND	100%
"the playbook", "onboarding playbook"	UPDATE	85%
Just product/segment	CREATE	60%

Threshold: ≥85% auto-proceed | 70-84% state assumption | <70% ask user

Mode Behaviors

CREATE: Generate complete new playbook using template below.

UPDATE:

1. Check document registry first, then search user's structure
2. Preserve journey map structure
3. Update milestones, blockers, or success criteria
4. Show diff summary

FIND: Check registry, then search user's folders for playbooks.

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Create a Customer Onboarding Playbook for the specified product or customer segment.

Vision to Value Phase

Phase 5: Business & Customer Outcomes - This skill ensures customers realize value.

Output Structure

1. Onboarding Overview

• Target customer segment
• Onboarding duration
• Key milestones
• Success definition

2. Onboarding Journey Map

Stage	Duration	Customer Goal	Our Activities	Success Criteria
Kickoff	Day 1-3	[Goal]	[Activities]	[Criteria]
Setup	Week 1	[Goal]	[Activities]	[Criteria]
Training	Week 2	[Goal]	[Activities]	[Criteria]
Adoption	Week 3-4	[Goal]	[Activities]	[Criteria]
Value	Week 4+	[Goal]	[Activities]	[Criteria]

3. Key Milestones

Milestone	Target Timing	Definition of Done	Owner
Account activated	Day 1	[Definition]	[Owner]
First use case completed	Week 1	[Definition]	[Owner]
Team trained	Week 2	[Definition]	[Owner]
Value milestone hit	Week 4	[Definition]	[Owner]

4. Success Criteria

Metric	Target	Timeframe
Time to first value	X days	Day 1-7
Feature adoption	X%	Week 1-4
User activation	X%	Week 2-4
Satisfaction score	X	Week 4

5. Common Blockers & Solutions

Blocker	Symptoms	Solution	Owner
Technical integration issues	[Symptoms]	[Solution]	[Owner]
Low user adoption	[Symptoms]	[Solution]	[Owner]
Unclear success criteria	[Symptoms]	[Solution]	[Owner]
Champion turnover	[Symptoms]	[Solution]	[Owner]

6. Escalation Paths

Issue Type	First Contact	Escalation 1	Escalation 2
Technical	[Contact]	[Contact]	[Contact]
Business	[Contact]	[Contact]	[Contact]
Relationship	[Contact]	[Contact]	[Contact]

7. Time-to-Value Targets

Segment	First Value	Full Value	At-Risk Threshold
Enterprise	X days	X weeks	X weeks
Mid-market	X days	X weeks	X weeks
SMB	X days	X weeks	X weeks

8. Health Indicators

Green (On Track):

• [Indicator 1]
• [Indicator 2]

Yellow (At Risk):

• [Indicator 1]
• [Indicator 2]

Red (Intervention Needed):

• [Indicator 1]
• [Indicator 2]

9. Handoff Procedures

• Handoff from sales to CS
• Handoff from implementation to ongoing support
• Documentation requirements
• Communication templates

10. Resources

• Onboarding materials
• Training content
• Templates
• FAQs

Instructions

1. Ask about customer segment if not specified
2. Reference any product or CS documents provided via @file syntax
3. Include specific, measurable milestones
4. Address common blockers proactively
5. Save as markdown file
6. Offer to create presentation version using /present