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Use this framework to deliver predictable outcomes across the full customer journey — from kickoff to expansion.

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Week 1: Welcome & Setup

Goal: Set the tone, ensure fast time-to-value.

• Send welcome email with resources
• Schedule kickoff call within 48 hours
• Complete initial setup and configuration
• Share success metrics tracking

Week 2-4: Initial Value Delivery

Goal: Prove the first use case and build momentum.

• First successful use case completion
• Weekly check-ins to address questions
• Identify quick wins and celebrate them
• Begin tracking usage patterns

Month 2: Expansion & Optimization

Goal: Deepen value and unlock growth potential.

• Review initial results and ROI
• Identify additional use cases