Sales-to-CS Handoff (Internal)
Gets the context out of the AE's head before kickoff: goals, stakeholders, every promise made, risks. Includes a 12-point checklist and a scorecard that shows where your handoff leaks.
Google Sheets · ExcelThe Onboarding Architect Toolkit
Stop Winging Onboarding. Start Keeping Customers.
Seven onboarding templates, from the sales handoff and kickoff deck to the QBR, that take a B2B SaaS customer from signed contract to first value, and give you the numbers to prove it worked. The same system I've used to onboard enterprise customers for 14 years.
Get the Toolkit: $249
Available now · $249, one-time payment · Google and Microsoft versions
14+ yearsrunning post-sale and onboarding at B2B SaaS companies
Braze · Optimizely · Eppowhere these frameworks were built and pressure-tested
Seed to IPOBraze through its IPO, Eppo and Aampe through their acquisitions by Datadog and MoEngage
Sound Familiar?
In B2B SaaS, Most Onboarding Runs on Good Intentions and a Notion Doc.
The contract's signed. Someone sends a welcome email, the kickoff runs long, and everyone hopes the customer figures out the rest. Then renewal shows up.
Sales hands off a customer with zero context, and CS spends two weeks catching up on what was promised.
Every kickoff call feels like the first time anyone on the team has run one.
You can't say which customers have actually reached value and which ones just went quiet.
Leadership asks about NRR and you're rebuilding the spreadsheet the night before the board meeting.
What's Included
Seven Templates. One Onboarding System.
Each one feeds the next, so your customer hears the same goals, in the same words, from signature to renewal.
Kickoff Deck
Plays back what Sales heard, defines success in the customer's words, and commits to a first-value date. Built for a 60-minute call, with speaker notes on every slide that tell you what to say and what to watch for.
Google Slides · PowerPointJoint Success Plan
The customer-facing plan: goals, metrics, 30/60/90 milestones, risks, meeting cadence, and what each side commits to. Send it within 24 hours of kickoff.
Google Docs · WordCheck-In Deck
A milestone review every 30 days during onboarding, built to get decisions made, not to read status aloud. Health at a glance, progress against goals, and a slide just for the decisions you need.
Google Slides · PowerPointQBR Deck
A business review the exec sponsor will actually attend. Value delivered with the math shown, an honest read on what isn't working, and expansion framed as advice.
Google Slides · PowerPointTime-to-First-Value Tracker
Every account's path from signed contract to first value. Flags the ones slipping before the customer says a word, and rolls up into a dashboard by segment.
Google Sheets · ExcelNRR & GRR Calculator
Net and Gross Revenue Retention for one period or twelve months, rated against common benchmarks, with the sentence to say in your board meeting written for you.
Google Sheets · ExcelStart Here Guide
What each template is for, the order to run them in, and how to put your logo and brand colors on everything in about 30 to 60 minutes.
Google Docs · WordA Look Inside
Built to Use This Week, Not File Away.
Brackets show you exactly what to fill in. The decks use theme colors, so your brand goes on in one place. The spreadsheets do the math. Previews are blurred here; you get the full, editable files.
How It Fits Together
From Signed Contract to Renewal, One Thread.
- Deal closesThe AE completes the Sales Handoff within 24 hours. AE and CSM walk the checklist together.
- KickoffRun the Kickoff Deck. Define success in the customer's words and lock a first-value date.
- Next daySend the Joint Success Plan as a draft. Add the account to the Time-to-First-Value Tracker.
- Every 30 daysRun the Check-In Deck. Get decisions made, update the plan and the tracker.
- Every quarterRun the QBR Deck with goals from the plan and numbers from the tracker.
- Every monthUpdate the NRR & GRR Calculator so you know where retention stands before anyone asks.
Who It's For
For the People Running B2B SaaS Post-Sale.
CS Leaders and Teams
One System the Whole Team Runs.
- Every CSM runs the same kickoff, so customers get the same experience no matter who they're assigned.
- New hires ramp on a system, not on tribal knowledge.
- You walk into leadership meetings with time-to-value and retention numbers already done.
Founders Doing CS Themselves
A Real CS Function Before You Hire One.
- A repeatable process you can run between everything else.
- Something your first CS hire inherits on day one instead of building from scratch.
- Know what time-to-value looks like before you have churn data to tell you.
Who Built This
I'm Christine Borkowski.
I've spent 14 years in B2B SaaS post-sale, at companies from seed stage through IPO. I was at Braze through its IPO, at Eppo through its acquisition by Datadog, and at Aampe during its acquisition by MoEngage, with Optimizely and Sharethrough before that.
These aren't templates I made up for a product launch. They're the frameworks I used to get enterprise customers live and renewing, cleaned up so your team can run them without me in the room.
Most CS teams are running on improvisation. You don't need a consultant to fix the foundation. You need a system and the discipline to run it.
"...a reference+worksheet that was simultaneously highly statistically sophisticated and broadly accessible."
Get the Toolkit
Everything You Need to Run a Professional Onboarding from Day One.
One price, paid once. Every template, both formats. Use it with as many customers and teammates as you like.
Secure checkout through Stripe. You'll land on your download page right after payment, with a receipt in your inbox.
Onboarding Architect Toolkit
$249
One-time payment. No subscription. Instant access.
- Sales-to-CS Handoff (Internal)Sheets · Excel
- Kickoff DeckSlides · PowerPoint
- Joint Success PlanDocs · Word
- Check-In DeckSlides · PowerPoint
- QBR DeckSlides · PowerPoint
- Time-to-First-Value TrackerSheets · Excel
- NRR & GRR CalculatorSheets · Excel
- Start Here GuideDocs · Word
FAQ
Common Questions.
Is this a subscription?
No. It's $249, paid once. You keep the files forever, and there's nothing to renew or cancel.
How do I get the templates?
Right after checkout, you'll land on your download page. Each template has a Google button, which puts an editable copy in your Drive, and a Microsoft download. You can also grab everything as one zip file.
Google or Microsoft?
Both are included at no extra cost. Use Google Sheets, Slides, and Docs, or Excel, PowerPoint, and Word. Same content either way. The decks open in Keynote too.
Can I customize them?
Yes, everything is editable. The decks use theme colors, so you change your brand colors in one place. Placeholders are in [brackets] so you can find and replace them fast. Most teams have the set ready in about 30 to 60 minutes.
I'm a solo founder. Is this overkill?
No. Start with the Sales Handoff, Kickoff Deck, and Joint Success Plan. Add the tracker and the QBR deck once you have more than a handful of customers. The rest will be ready when you hire.
Can my whole team use it?
Yes. Your purchase covers use inside your company, for as many customers and teammates as you like. Please don't resell the templates or post them publicly.
What's the refund policy?
Because the files are delivered instantly, all sales are final (see the Terms). If you're not sure it fits your situation, reach out through the Work With Me page before you buy and I'll give you an honest answer.
The Onboarding Architect Toolkit
Your Onboarding System Is One Download Away.
Stop patching together templates. Start running a real post-sale system.
Available now · $249, one-time payment · Google and Microsoft versions
Get the Toolkit: $249