New-Customer Kickoff Scheduler

The problem this kills

A deal closes. Everyone high-fives. And then... nothing happens for two weeks.

The account manager means to set up the kickoff, but they're closing the next deal. The customer success person doesn't even know the deal is won yet. Someone eventually emails the new customer to "find a time," and now it's a four-way reply-all about calendars across three time zones. The agenda gets written from scratch (again). Nobody asks the customer to prepare anything, so the kickoff itself is half spent gathering basics that should have been collected beforehand. By the time the meeting actually happens, the brand-new customer's excitement has cooled and your team has lost the momentum that a signature is supposed to create.

That gap between "signed" and "started" is where churn quietly begins. The customer's first real experience of working with you is a slow, disorganized scramble.

This tool closes that gap. The moment a deal is won, it has a kickoff invite, an agenda, and a prep questionnaire ready for a human to approve - and it won't let the new customer fall through the cracks while everyone is busy.

What you'll build

A small internal web app, just for your team, that:

• Reads your won deals (from a CSV export, or pasted in) - deal/account ID, customer name, the customer contacts, and the close date.
• Drafts a kickoff package for each new customer: an invitation with a few proposed times shown in the customer's own time zone, your agenda (from your template), and a short prep questionnaire.
• Assigns the right owner (CSM or AM) based on your rules.
• Lets the CSM review and approve the draft - the invite, the agenda, and the assigned owner - before a single thing goes to the customer.
• Sends the invite via Resend, with a link where the customer picks a time and fills in the prep form.
• Chases non-responders with friendly reminders so nobody stalls.
• Lets the CSM review the customer's prep answers before the kickoff is confirmed, and keeps those answers attached to the account for the meeting.
• Dedupes on deal/account ID so exactly one kickoff is scheduled per new customer.
• Exports an onboarding-status CSV so you (and your CRM) always know where every new customer stands.

What's inside the Implementation Plan

The plan is a single markdown file you paste into Claude Code (a free AI coding agent). It walks the agent through building the whole tool, step by step, each step ending with a ready-to-paste prompt.

The most important part: the plan opens by interviewing you about your business. Before it writes a single line, the agent asks how a won deal reaches your team today, what your kickoff agenda and prep questions actually are, the real field names in your deal data, how you assign owners, your typical and peak volume of new customers, your reminder timing, and your messy edge cases (multi-contact accounts, a renewal vs. a new logo, a deal that gets un-won). It reads a short tailored spec back to you, you confirm it, and only then does it build - so you get a tool shaped to your onboarding process, not a generic template you have to bend to fit.

Inside you'll find:

• The discovery interview and how the agent turns your answers into the data model.
• The full build: database, login, won-deal import with duplicate guards, the draft-generator, the CSM review-and-approve gate, the time-zone-aware booking + prep page, the reminder flow, and the status export.
• The hard human approval gate (the AI drafts; a person approves before anything reaches the customer) and the prep-review step before a kickoff is confirmed.
• Verification steps so you can prove it works, and the CSV-export fallback so it's fully usable even before you connect it to your CRM.

The governance it includes (this is the point)

This isn't a toy. The plan builds in the controls a customer-facing team actually needs:

• Login so only your team can see or touch anything.
• Row-level security so people only see the accounts and kickoffs that belong to your organization.
• A complete audit trail - every draft, edit, approval, send, reminder, time-pick, prep submission, and confirmation is logged with who and when.
• A hard human-in-the-loop gate - the AI drafts the invite and agenda, but a real CSM must review and approve before it goes to the customer; the customer's prep answers are reviewed before the kickoff is confirmed. Nothing reaches the customer automatically.
• Duplicate guards so the same won deal can't trigger two kickoffs.

Who it's for

Customer success and onboarding teams, and account managers, who keep losing momentum in the gap between signature and kickoff - and who want a real, auditable scheduler without hiring a developer or buying a heavyweight onboarding platform. You don't need to write code. You need your won-deals CSV, your agenda template and prep questions, and an afternoon.

You've got this - paste the first prompt and let the agent interview you.