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adoption-playbook Structured guide for designing and executing customer adoption programs.

Adoption Playbook Skill

When to Use

  • Launching onboarding/adoption initiatives for new segments or products.
  • Refreshing adoption strategies after major roadmap or packaging changes.
  • Standardizing enablement for CS, product, and marketing partnerships.

Framework

  1. Persona & Journey Mapping goals, blockers, success metrics, critical milestones.
  2. Play Matrix channel x milestone view of actions, owners, cadences, and triggers.
  3. Content Library templates for comms, workshops, office hours, and enablement assets.
  4. Measurement Plan activation, usage, sentiment, expansion metrics with thresholds.
  5. Feedback Loop qualitative signals, experiment backlog, and improvement tracker.

Templates

  • Journey table (milestone, trigger, action, owner, KPI).
  • Adoption campaign brief with creative/copy checklist.
  • Weekly adoption standup agenda and notes doc.

Tips

  • Anchor each milestone on a clear customer outcome, not just feature usage.
  • Pair with build-adoption-program command for automated blueprints.
  • Archive playbook iterations to show impact in QBR/EBR storytelling.