All customer onboarding examples
Implementation tracking after the sale
Turns each closed-won deal into an implementation plan, runs the check-ins, and asks the solutions engineer to approve any change to scope or timeline.
The operation
I need every closed-won Salesforce deal turned into an implementation plan, with the checklist and customer follow-ups drafted from the sales handoff and our Notion migration docs.
Built it in 6 steps. The solutions engineer approves scope and timeline changes in Slack, and Malleable handles the rest.
Starts when
Closed-won opportunity or implementation request
Trigger
Capture Handoff
Read CRM notes, kickoff context, buyer promises, and required migration milestones.
Salesforce
Pulls opportunity notes, buyer promises, and handoff fields from the CRM.
Notion
Pulls migration docs and kickoff notes into the handoff.
Build Migration Plan
Create checklist, owners, deadlines, and customer-facing next steps.
Notion
Creates the migration checklist with owners, deadlines, and customer steps.
Run Pulse Checks
Draft check-ins, nudge owners, and collect status before each review.
Gmail
Drafts customer check-ins and reminder emails.
Slack
Nudges internal owners before each pulse review.
Review Drift
Needs input
Ask the solutions engineer to approve changes when scope or timeline shifts.
Slack
Sends the drift review request to the solutions lead.
Apply Scope Update
Revise plan, owners, and timeline using the approved pulse-check decision.
Salesforce
Updates the opportunity with approved scope and timeline changes.
Notion
Revises the implementation plan with the approved decision.
Send Revised Recap
Send revised customer recap and log the approved implementation change.
Gmail
Sends the revised recap and implementation-change note to the customer.
Reading the CRM handoff and migration notes...
Step by step
- 1Capture Handoff: Read CRM notes, kickoff context, buyer promises, and required migration milestones.
- 2Build Migration Plan: Create checklist, owners, deadlines, and customer-facing next steps.
- 3Run Pulse Checks: Draft check-ins, nudge owners, and collect status before each review.
- 4Review Drift: Ask the solutions engineer to approve changes when scope or timeline shifts.
- 5Apply Scope Update: Revise plan, owners, and timeline using the approved pulse-check decision.
- 6Send Revised Recap: Send revised customer recap and log the approved implementation change.
What the team gets
- Migration plan stays current
- Customer follow-ups go out with context
- Solutions engineer reviews a complete pulse-check packet
Apps it uses
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