An Onboarding Plan is an AI content section that lays out the stages and steps for getting your client up and running. AI writes it from your calls, notes and documents, you review and refine the draft, and then you add it to the Room as a Next Steps section.
Prerequisites & Requirements
Device: an Onboarding Plan can be generated on desktop only. AI content sections are not supported on mobile.
Plans and permissions: see Prerequisites & Requirements in AI-Generated Content.
How do I create an Onboarding Plan?
To create an Onboarding Plan:
In your Room, click Add Section (+), open the AI sections tab and click Onboarding Plan. A drawer opens.
Add your sources: free text, PDF files, Library files or Gong recordings. The limits for each source are listed in AI-Generated Content.
Set Client Type and Length.
Click Generate, review the draft, and click Refine if you want changes.
Click Add to room.
Which sources and settings work best for an Onboarding Plan?
An Onboarding Plan is strongest when it is built from what was agreed with the client. We recommend adding the calls and documents where the rollout, the people involved and the timeline were discussed.
After you add the Onboarding Plan
The Onboarding Plan is added to the Room as a Next Steps section, with stage names and steps only. Add owners and due dates to the steps in the Room; see Next Steps section: Create tasks, due dates, and owners in a Room.
You can edit the Onboarding Plan in the Room like any other section, and you can save it in a Template for future deals. It is no longer connected to the generator, so to regenerate it, create a new Onboarding Plan.
Limitations
Behavior of the drawer, including what happens if you refresh the page, is listed under Limitations in AI-Generated Content.
Troubleshooting & FAQ
Why does my Onboarding Plan have no owners or due dates?
An Onboarding Plan is generated with stage names and steps only. Add owners and due dates to each step in the Room after you add the section.
Will my client see the Onboarding Plan before I add it to the Room?
No. Your client sees the Onboarding Plan only after you click Add to room, and never sees the generator or your sources.
Can I create an Onboarding Plan on my phone?
No. AI content sections, including Onboarding Plan, are not supported on mobile. Generate the Onboarding Plan on desktop.