Customer Onboarding Playbook

Scaffolds a customer onboarding playbook with milestone definitions, success criteria, health checks, and sales-to-CS handoff checklists. Supports self-serve, guided, and enterprise onboarding workflows. Optionally includes a health scoring model for proactive account management.

Name	`onboarding-playbook`
Version	`0.1.0`
Category	customer-success
License	Apache-2.0
Persona	customer-success
Tags	onboarding, customer-success, milestones, health-scoring, handoff
Source	`templates/onboarding-playbook`

Render it

Three front doors, one catalog. Pick whichever suits the caller.

# CLI
npx @nanohype/sdk render onboarding-playbook --out ./my-app

# SDK
import { LocalSource, renderTemplate } from "@nanohype/sdk";
const result = await renderTemplate(source, "onboarding-playbook", variables);

# MCP — from an agent
get_template({ name: "onboarding-playbook" })

Variables

Required

ProjectName string: Kebab-case project name used as the document directory Must be lowercase kebab-case starting with a letter.
ProductName string: Human-readable product name for document titles

Optional

OnboardingType enum — defaults to guided: Onboarding workflow type One of: self-serveguidedenterprise.
IncludeHealthScoring bool — defaults to true: Include a health scoring model

What it produces

4 files. Placeholder names such as __APP_NAME__ are what the renderer substitutes into.

onboarding/handoff-checklist.md
onboarding/health-scoring.yaml
onboarding/milestones.yaml
onboarding/playbook.md

Composes with

Pairs with qbr-template
Pairs with prd-template
Nests inside monorepo

Composites that use it

Client Engagement — Non-engineering client engagement package.