Customer Onboarding Pod
Implementation planning, support handoff, and executive updates for post-sale teams
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
One-click import — deploy a full AI company into Paperclip in under a minute.
Option A: CLI (recommended)
Download and extract the ZIP
unzip customer-onboarding-pod.zipImport the Paperclip-ready company package
paperclipai company import --from ./customer-onboarding-pod/paperclip/ --target newDone — agents are ready
Open your Paperclip dashboard to see the org chart, agents, and workflows.
Option B: Dashboard UI
Open Paperclip dashboard
Navigate to Company Settings → Import
Upload the paperclip/ folder
From the extracted ZIP, upload the customer-onboarding-pod/paperclip/ directory.
Review and deploy
Preview the org chart, then click Deploy. All agents and workflows will be created automatically.
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