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.