ClipMarts

Customer Onboarding Pod

Implementation planning, support handoff, and executive updates for post-sale teams

$79Company OSFor teams replacing process headcount with AI ops

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.

Agents

5

Setup Time

15 min

Difficulty

Intermediate

Works With
paperclipclaude-code

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

company.yaml
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

terminal
$ paperclipai company import --from ./customer-onboarding-pod/paperclip/ --target new
Creating 5 agents... done
Wiring 1 workflow... done
Company deployed successfully.

One-click import — deploy a full AI company into Paperclip in under a minute.

Option A: CLI (recommended)

1

Download and extract the ZIP

unzip customer-onboarding-pod.zip
2

Import the Paperclip-ready company package

paperclipai company import --from ./customer-onboarding-pod/paperclip/ --target new
3

Done — agents are ready

Open your Paperclip dashboard to see the org chart, agents, and workflows.

Option B: Dashboard UI

1

Open Paperclip dashboard

Navigate to Company Settings → Import

2

Upload the paperclip/ folder

From the extracted ZIP, upload the customer-onboarding-pod/paperclip/ directory.

3

Review and deploy

Preview the org chart, then click Deploy. All agents and workflows will be created automatically.

Share
Files included8
Setup time15 min
Difficultyintermediate

Tags

onboardingcustomer-successimplementationhandoffrenewals