# Standardize a new customer kickoff

A playbook, checklist, kickoff email, 30-day plan and tracking board.

- **Page** : https://bruno.incwo.com/en/use-cases/onboarding-client-b2b
- **Secteurs** : B2B SaaS, Consulting, Agencies
- **Fonctions** : Customer success, Delivery, Ops

## The situation
Each new customer starts differently, with forgotten steps, scattered docs and unclear expectations.

## What you want
Prepare a customer onboarding kit to standardize our kickoffs.

## A plain AI chat
An AI chat gives a checklist, but the full kit, messages and roles still need assembling.

## With Bruno
Bruno turns existing experience into a shared playbook with documents, emails and checkpoints.

## Agents involved
- Relation client
- Production
- Operations

## Deliverables
- Playbook
- Checklist
- Kickoff email
- 30-day tracker

## Gains
- A reusable team asset