New response
Onboard new customers
A welcome email, a checklist and a tracker row for each new customer.
Google Forms
Success plan agentGoals, owners and dates on one page.
After a kickoff call, give it your notes. It writes a plan with the customer's goals, the steps to reach them, who owns each step and when it is due.
Your first signup includes $50 in free credits.
After kickoff
Write a success plan
- Reads
- Kickoff notes, Gmail
- Grows
- A success plan
- Lands in
- Google Docs
Ask for it once, in plain words.
No flowchart to draw. Describe the job in chat. TulipFarm sets up the agent and its workflow, and shows you both before anything runs.
You
Read my kickoff notes and emails with this customer and write a success plan: their goals, milestones, owners and dates.
TulipFarm
I made an agent called Plan writer and a workflow you start by hand. It reads your notes and Gmail. Creating the doc asks you first. Activate it?
ActivateEdit first
One plan, start to finish.
Every run is saved as an agent task you can open, check and rerun.
- Manual
You pick the kickoff notes
Run startedStarted - Reads
Kickoff notes in Google Docs
1 doc - Reads
Emails with the customer in Gmail
9 threads - Writes
Goals, milestones, owners and dates
4 milestones - Asks first
Create the plan in Google Docs
Approved - Creates
Google Doc in your Drive
Plan readyCompleted
The success plan.
One page. The customer can read it and agree.
Google DocsSuccess plan · the customer
Their goals
- Cut report time by moving to one tool.
- Train all team leads.
Milestones
- Week 2: data imported. Owner: the customer.
- Week 4: first team live. Owner: you.
- Week 8: review. Owner: both.
How we will know
- [Add the measure you agreed here]
What gets planted.
Three parts you own and can change at any time.
- Agent
Plan writer
Only what the customer said.
- Skill
Plan format
Goals, milestones, owners, dates.
- Workflow
After kickoff
You start it with the notes.
Uses
- Google Docs
- Google Drive
- Gmail
Add if you use it
- Slack
Trello
Google Calendar
It reads quietly. It asks before it acts.
Reads without asking
- Your kickoff notes
- Emails with the customer
- Your plan format
Asks you first
- Creating the Google Doc
- Sending any email
It uses your own connections, so it never sees more than you can.
Grow it your way.
Make cards
Create a Trello card for each milestone after you approve.
Review quarterly
Re-run before each QBR to see what is on track.
Share with the customer
Draft the email that sends them the plan.
Questions, answered.
Does it invent goals?
No. It uses what the customer said in your notes and emails. Missing items stay as marked gaps.
Can the customer edit the plan?
It is a normal Google Doc. Share it with them when you are ready.
Can it track progress later?
You can run it again with newer notes and it will compare the plan with what happened.
Before a QBR
Build the QBR deck
Pulls notes, numbers and wins into a first-draft review deck.
Deal marked won
Hand off every won deal
Closed-won starts the kickoff card, the intro email and the channel post.
Tables
A plan both sides can read.
Public beta, open to everyone. Your first signup includes $50 in free credits.