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

• Persona & Journey Mapping – goals, blockers, success metrics, critical milestones.

• Play Matrix – channel x milestone view of actions, owners, cadences, and triggers.

• Content Library – templates for comms, workshops, office hours, and enablement assets.

• Measurement Plan – activation, usage, sentiment, expansion metrics with thresholds.

• 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.