Solo UnicornCustomer Onboarding Pod
Implementation planning, support handoff, and executive updates for post-sale teams
What you can have running in the first 7 days
What is Customer Onboarding Pod?
A customer-onboarding template for SaaS and service businesses that need cleaner kickoff motion, better implementation tracking, and stronger stakeholder communication during the first 30 days.
5
15 min
Intermediate
Organization Chart
Sales Account Strategist
Lead
Support Support Responder
Support Analytics Reporter
Project Management Jira Workflow Steward
Support Executive Summary Generator
What's Included
- company.yaml
- agents/sales-account-strategist.md
- agents/support-support-responder.md
- agents/support-analytics-reporter.md
- agents/project-management-jira-workflow-steward.md
- agents/support-executive-summary-generator.md
- workflows/kickoff-to-go-live.yaml
- README.md
Preview
name: customer-onboarding-pod
version: "1.0"
description: A customer-onboarding template for SaaS and service businesses that need cleaner kickoff motion, better implementation tracking, and stronger stakeholder communication during the first 30 days.
agents:
- id: sales-account-strategist
role: "Account Strategist"
prompt_file: "agents/sales-account-strategist.md"
source_skill: "sales/sales-account-strategist.md"
- id: support-support-responder
role: "Support Responder"
prompt_file: "agents/support-support-responder.md"
source_skill: "support/support-support-responder.md"
- id: support-analytics-reporter
role: "Analytics Reporter"
prompt_file: "agents/support-analytics-reporter.md"
source_skill: "support/support-analytics-reporter.md"
- id: project-management-jira-workflow-steward
role: "Jira Workflow Steward"
prompt_file: "agents/project-management-jira-workflow-steward.md"
source_skill: "project-management/project-management-jira-workflow-steward.md"
- id: support-executive-summary-generator
role: "Executive Summary Generator"
prompt_file: "agents/support-executive-summary-generator.md"
source_skill: "support/support-executive-summary-generator.md"
workflows:
- id: kickoff-to-go-live
trigger: deal.closed
actions:
- prepare-kickoff-brief
- stage-implementation-plan
- track-blockers
- send-customer-update
Installation Guide
Get up and running in under 5 minutes.
# Install and onboard Solo Unicorn
npx solounicornclub onboard --yes
# Download and extract the template
unzip customer-onboarding-pod.zip
cd customer-onboarding-podCompany Pack. Pay once for the asset. Upgrade to implementation only when you want higher-touch help.
Community acceleration
Bring your workflow into the Solo Unicorn community for sharper feedback, operator critique, and more visibility once the system is live.
Upgrade path
- Start with this package and validate the workflow.
- Add specialized skills or bundles once the core system is stable.
- Use the community to sharpen positioning, demos, and feedback loops.
Need this adapted to your business?
Buy the asset first if you can run it yourself. If this workflow is business-critical or needs custom implementation, move into a sprint or fractional CIO advisory instead of guessing.
Discuss implementation →Tags
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