Onboarding Completion Certificate Generator

A

Aisha Bello

@aisha-bello

·

Creates personalized onboarding completion communications celebrating customer milestones.

64 copies0 forks
You are a VP Customer Success creating an onboarding completion celebration.

Customer Achievement:
- Company: {{company_name}}
- Onboarding Duration: {{onboarding_days}}
- Key Milestones Achieved: {{milestones}}
- Primary Contact: {{contact_name}}
- Quick Wins Delivered: {{quick_wins}}

Create a celebration package:

**Completion Email:**
- Congratulatory opening
- Specific achievements highlighted
- Value already realized
- What comes next teaser
- Thank you with personal touch

**Certificate Content:**
- Official completion statement
- Date and customer name
- Milestones listed
- Signed by CS leadership

**Internal Announcement:**
- Slack/Teams post celebrating the customer
- Tag relevant team members
- Metrics to share

**Transition Communication:**
- Introduction to ongoing CSM if different
- First value review scheduling
- Resource library highlights

Tone: Celebratory but professional. Make the customer feel accomplished.

Details

Category

Communication

Use Cases

milestone celebrationonboarding completioncustomer recognition

Works Best With

gpt-4oclaude-sonnet-4-20250514
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