Free AI onboarding session

Learn AI tricks
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top onboarding managers use

Learn how AI-native onboarding managers use Claude, ChatGPT, and Gemini with graph8 to stay current on every launch, catch the accounts that stalled, prep kickoffs faster, and turn fresh context into the next right step.

Everything here runs on graph8's free plan. No credit card, nothing to buy. Leave with a workflow you can use the same day.

Know what stalled Understand why now Reach the right stakeholder Lead with context Drive the milestone
Claude Desktop
graph8 connected
Which onboarding accounts went quiet or missed a milestone this week, and who should I reach out to?
3 launches slipped past their go-live date New champion at Harbor owns the rollout now Drafted a why-now check-in for each
Why now
Harbor's original champion left and a new owner just took over the rollout. Re-anchor the plan today.
graph8 gives Claude the live account and activity context. Draft opener
On the free plan
3 launches slipped this week
Trusted byEnterpriseteams on graph8
Western Union

The AI-native habits

The 10 workflows that keep onboarding managers current

Steal them now. Master them live, hands-on, in your own graph8. No fluff, no theory you can't use Monday morning. Each one keeps you more informed than the manager next to you.

01 Know the account before the kickoff

Pull the company, the stakeholders, the deal context, and the last conversation into a brief in seconds, before you ever join the call.

Claude + graph8
02 Catch the launch that stalled

Let AI watch product activity and milestone dates, then surface the accounts that went quiet or slipped their go-live this week.

Activity
03 Build your onboarding queue from live context

Describe the segment in plain English, and graph8 returns the accounts and contacts, scored on where they are in the launch.

graph8 MCP
04 Match effort to account value

High-touch for your strategic launches, lighter-touch playbooks for the rest. Spend the effort where the context earns it.

Prioritization
05 Turn context into the next right step

Feed the signal and the brief into a check-in in your voice. Draft in Claude, send from your sequencer to protect deliverability.

Outreach + deliverability
06 Spot a champion change before it bites

Find when your main contact left or a new owner took over, so the rollout never loses its anchor.

Signals
07 Lead with why now

Open on the slipped milestone or the new owner, not generic pleasantries. Give them a reason this check-in lands today.

Outreach
08 Walk into every kickoff current

Pull the latest activity, the stakeholders, and the open thread in 30 seconds before you join.

Kickoff prep
09 Operate from one AI command center

Connect graph8 to Claude Desktop once, then research, queue-build, and draft by asking, with the send-gate on every action.

Claude Desktop
10 Turn your best playbook into a repeatable skill

Save your best onboarding play as a reusable command your whole team runs the same way.

Claude Code
Pick your track

Two ways in. Both free.

Need a quick win today, or the full set of workflows? Start with either.

Start here 1 session, about 45 minutes

Instant payback

Connect graph8 to your AI and walk out current today. In one live session you see which launches stalled, find who to reach and why now, and draft a why-now check-in, in plain English.

  • Claude Desktop connected to graph8
  • A live view of what stalled across your onboardings
  • A why-now check-in you can send today
Go deeper 5 weekly sessions, plus exercises

The full workflow series

All 10 workflows, taught live and hands-on: knowing what stalled, kickoff prep, why-now targeting, the next right step, and the human moments that move a launch forward. Each session ends with an exercise you run in your own graph8.

Live weekly, recorded, community included.

The curriculum

Master all 10, live

The 10 workflows, taught hands-on across five weekly sessions. Each one ends with an exercise you run in your own graph8 and Claude.

Know what stalled

Know what stalled

Activity, milestones, and quiet accounts. Spot the launches that slipped this week.

Prep the kickoff fast

Prep the kickoff fast

Build the brief: the company, the stakeholders, the deal context, the last conversation.

Find who to nudge and why now

Find who to nudge and why now

The right stakeholder, and the reason this account needs a touch today.

Turn context into the next step

Turn context into the next step

Re-anchoring check-ins across email and chat, drafted from Claude.

Walk in current

Walk in current

Kickoff prep, objection handling, and driving the milestone.

Outcomes

What you'll walk out able to do

Better context creates better conversations. Better conversations create faster time-to-value. These are the practical capabilities you leave with, not vendor hype.

See which onboarding accounts stalled this week, and why it matters.
Understand why an account needs a touch right now, not at the next check-in.
Prep any kickoff into a tight brief in seconds, not 20 tabs.
Identify the right stakeholder to reach and the reason to reach them.
Turn fresh context into a check-in that re-anchors the plan.
Walk into every kickoff current, then reuse the workflow every day.
Why now

AI won't take your job. An onboarding manager who knows how to use AI will.

Gartner predicts 95% of seller research will start with AI by 2027, up from under 20% in 2024. Source: Gartner
Yet Gartner expects fewer than 40% of sellers to actually get a productivity gain from it. The difference is knowing how to use it. That's what this session fixes. Source: Gartner
The GTM context layer

Your AI is only as good as its context.

Claude, ChatGPT, and Gemini are brilliant, but blind to your accounts. graph8 gives them your customers, contacts, product activity, milestone history, and conversation history, plus safe execution. So they answer what stalled and why now, not generic fluff. We go deepest on Claude Desktop and Claude Code, in plain English, no terminal anxiety.

Our focus
Claude
Claude Anthropic

Desktop + Code. Where we go deepest.

ChatGPT
ChatGPT OpenAI

Fast drafts and qualification.

Gemini
Gemini Google

Data-heavy research.

Build it where you already work

You'll learn to run it from Claude or ChatGPT.

graph8 connects as the context layer your AI can call: customers, contacts, product activity, milestone history, and safe execution. By the end you'll ask what stalled and why now, and act on it, right where you already work.

connect graph8
https://be.graph8.com/mcp/

We walk through this live in the session. Paste once, sign in, and the graph8 context tools appear.

Claude.ai

Claude.ai

Add connector
Claude Desktop

Claude Desktop

Add connector
ChatGPT

ChatGPT

Add connector

Cursor

MCP config

Or DM the same agent on Slack, WhatsApp, or iMessage.

You'll learn to ask
Which onboarding accounts went quiet this week? Who's the new owner on accounts where my champion left? Draft a why-now check-in for these 10 stalled launches
The human node

AI keeps you current. You own the launch.

An AI-native onboarding manager isn't replaced by AI. You let it keep you informed on every launch, and you own the moments that drive adoption. This session trains both sides.

graph8 + Claude keep you current
  • Watch activity and surface what stalled
  • Prep accounts and draft the kickoff brief
  • Flag who to reach and why now
  • Write relevant, why-now check-in drafts
  • Track the follow-ups so no launch slips
You own the launch
  • Decide which launches need a conversation
  • Edit and approve before anything sends
  • Run the kickoff and handle the objections
  • Align the stakeholders behind the plan
  • Drive the milestone and confirm go-live
How it works

A free skills upgrade, not a webinar you forget.

Live, hands-on, and built to make it stick.

Live and recorded

Join the live session each week in the graph8 auditorium, or watch the recording any time. No seat cap.

A community to build with

Ask questions, share your work, and learn from other people going AI-native.

Exercises you actually run

Each session ends with a hands-on exercise in your own graph8, so the workflow sticks instead of staying theory.

Who it's for

Same session, built for your seat.

Everyone learns to stay current and act on context with AI. The workflows adapt to your role, whether you onboard, close, run revenue, or build the GTM stack.

Onboarding ManagersImplementation SpecialistsCustomer Success ManagersRevenue leadersGTM engineers
Built on a decade of campaign data

The same engine that powered campaigns for Cisco, Okta, IBM, Yamaha, and Nasdaq, now a free GTM data layer. Real outbound outcomes, not synthetic data.

CiscoOktaIBMYamaha
Before you get started

Frequently Asked Questions

No. The managers who win are the ones who stay current, orchestrate AI, and own the human moments: the kickoffs, the objections, the milestone push. This session trains you to be that manager, not to compete with a bot.

No, and that's the point. AI keeps you current on every launch and preps the context, so you have sharper conversations and reach out with a reason. You still own the kickoff and the adoption. Faster time-to-value is the result of better context, not a button.

Yes. The session and the workflows are free, and everything runs on graph8's free plan. You only spend graph8 credits if and when you run real execution like sending, and you start with 1,000 free.

No, you can follow along. A free account gets you the data layer to practice on during the exercises, with no credit card.

Both. There is a live session each week in the auditorium, and every session is recorded so you never miss one.

Each session is about 45 minutes, live weekly. Come to the ones you want, watch the rest recorded. Session one alone leaves you more productive that day.

The session is broad AI go-to-market. This page is tailored to onboarding managers, but CSMs, implementation specialists, and revenue leaders attend the same program.

Become the onboarding manager who always knows why now.

The managers pulling ahead aren't working harder. They stay current, know what stalled, and reach out with a reason. Get the same edge free, and start by seeing which launches slipped in session one.

  • Free. Runs on the free plan, no credit card.
  • About 10 minutes to set up. Plain English, no terminal.
  • Live weekly and recorded, so you never miss one.
  • All 10 workflows, hands-on in your own graph8.
  • Walk out of session one already more current.