THE AI SALES COOKBOOK/MAINS/THE FIRST 90 DAYS

The First 90 Days

They signed, and the CSM inherits a cold handoff, guessing at what success even means for two weeks. Get them to value fast so the renewal is already won.

TASTE TEST PASSED · RAN IN PRODUCTION
PREP ~30 MIN  ·  COOK DAYS TO WEEKS  ·  EFFORT MEDIUM  ·  SERVES CSM, CS LEADER
MEDIA · THE DISH, COOKED
Walkthrough video: the whole recipe run once, start to plated.

DIRECTIONS

  1. 1
    Run the success plan

    Turn their goals into time-to-value milestones.

    COOK WITH A SUCCESS PLAN · OURS: success-plan · OR YOUR OWN

    MEDIA · STEP 1 SCREENSHOT
    What this step's output looks like
  2. 2
    Run the adoption plan

    Build the one habit that drives stickiness.

    COOK WITH AN ADOPTION PLAN · OURS: adoption-plan · OR YOUR OWN

    MEDIA · STEP 2 SCREENSHOT
    What this step's output looks like
  3. 3
    Run the onboarding analyst

    Track Day 30/60/90 activation.

    COOK WITH AN ONBOARDING ANALYST · OURS: onboarding-analyst · OR YOUR OWN

    MEDIA · STEP 3 SCREENSHOT
    What this step's output looks like
  4. 4
    Run the qbr builder

    Turn the data into a renewal-earning review.

    COOK WITH A QBR BUILDER · OURS: qbr-builder · OR YOUR OWN

    MEDIA · STEP 4 SCREENSHOT
    What this step's output looks like

THE FINISHED DISH · WHAT YOU SERVE

A goal-tied plan, an adoption habit, a first-90-day read, and a QBR that earns the renewal.

MEDIA · THE PLATED RESULT
The finished deliverable, redacted, exactly as it looks when the recipe is done

GO DEEPER · The full playbook page carries the guide, the proof build, and the receipts. Read it.