Book hub / Companion library / Chapter 16
CHAPTER 16 · BOTH EDITIONS
After the yes
The first days should reduce uncertainty. Confirm what was chosen, what happens next, and how the person can get help.
Put it to work
- Send a welcome summary with the chosen option, useful links, and the next milestone.
- Check that access or delivery worked. Ask one practical question about the person's first experience.
- Schedule a check-in and record any issue until it is resolved. Do not turn every support contact into an upsell.
TRADE EDITION
Welcome plan
Define kickoff, access, first deliverable, review, and acceptance milestones with owners.
Starter files are ready to adapt. CSV files open in spreadsheet apps. Printable pages can be filled locally and printed; they do not save or submit entries.
DIRECT SALES EDITION
Welcome plan
Use a 30-day welcome plan: day 1 confirm; days 2–7 help with first use; week 2 answer questions; week 4 check fit and next needs. Follow approved product guidance.
Starter files are ready to adapt. CSV files open in spreadsheet apps. Printable pages can be filled locally and printed; they do not save or submit entries.