Roles Customer Success Onboarding / Implementation

Onboarding / Implementation
icon

graph8 builds it all on day one: brand foundation written, CRM synced, team invited, first sequence live, accounts seeded. The platform never makes a customer wait. Everything is live on day one, and how fast your team ramps after is up to you, not a clock graph8 sets.

AI-automated Retention
Dialer / Live Deal · live
TE
Tesla · Brand Foundation
Week 1 · Generating
Closes Day 3
Value
Week 1
Stage
Generating
Close
Day 3
Details
Close plan Intelligence complete. Context 12 of 21 docs written. Brand Voice ready for customer review on Thursday. Research bucket queued. Targeting unblocked once Context closes.
Stage readiness 78%
Suggest next step Open close plan
Your CRM

This is your CRM.

Pipeline, Accounts, Contacts, Activity, Quotes, Customers. All native. No Salesforce license required.

Pipeline AccountsContactsActivityQuotesCustomers
Pipeline value $148.5K 8 open deals
Accounts 164 +12 this week
Contacts 847 +34 today
Activity 47 Today
Quotes Q-0040 Latest
Today's pipeline 8 deals · $148,500
Tesla · Q3 Expansion
$48,000
Nvidia · GTM Standardize
$32,000
Stripe · Renewal
$24,000
OpenAI · Team Rollout
$18,500
Already on a CRM?

graph8 syncs bidirectionally. Keep your system of record, run your day here.

Salesforce HubSpot Pipedrive + more
Western Union
ByteDance
Strike Social
Platzi
Deepgram
Rillet
Western Union
ByteDance
Strike Social
Platzi
Deepgram
Rillet
How Onboarding / Implementations use graph8

Your day, briefed and on autopilot

1

Live on day one, ramped at your pace

The system switches everything on immediately: foundation, tracking, auth, sequences, accounts. From there, how fast your customer adopts each surface is the rollout you pace, not a wait the platform imposes. Every step has a surface, a checklist, and a milestone you set.

2

Brand foundation written, not interviewed

Brand Brief · Brand Voice · ICPs · Personas · Messaging House, auto-generated from the customer's website and enrichment. You review with the customer, you don't author from scratch.

3

An agent that knows the playbook

Natural-language agent on every page. Reachable from WhatsApp · Slack · Roam · iMessage, ask it where the customer is in onboarding, same agent, your phone.

Inside graph8

The 5 surfaces you'll live in

5 places in graph8 you'll open every day.

Everything here is live on day one. How fast your team ramps after is up to you, not a clock graph8 sets.

Surface 1 · Brand DNA workbench

The foundation writes itself

Open `/studio?mode=global`. The full brand library auto-generates from the customer's website and enrichment. Every downstream artifact, emails, landing pages, ads, agent scripts, pulls from here. Foundation first, in the order the agent itself recommends.

  • Intelligence, website scrape · enrichment · competitors · keywords
  • Context, Brand Brief · Brand Voice · Personas · ICPs · Messaging House · Offer Brief
  • Research, Buyer Psychology · Voice of Customer · Competitive Teardown
  • Targeting, audience definitions ready for the first sequence
app.graph8.com/studio?mode=global
Dialer / Live Deal · live
TE
Tesla · Brand Foundation
Week 1 · Generating
Closes Day 3
Value
Week 1
Stage
Generating
Close
Day 3
Details
Close plan Intelligence complete. Context 12 of 21 docs written. Brand Voice ready for customer review on Thursday. Research bucket queued. Targeting unblocked once Context closes.
Stage readiness 78%
Suggest next step Open close plan
Surface 2 · Tracking + CRM

Events flowing, CRM synced

Install the web snippet, connect the customer's CRM, agree the field mapping. One careful pass here saves quarters of 'why isn't this syncing?' tickets later.

  • Streams, per-site snippet · click row → Setup Instructions
  • Integrations, HubSpot · Salesforce · Pipedrive · Zoho · Stripe
  • Field mapping, per-object schema · Auto-fill vs Overwrite per column
  • Site crawl config, exclusion paths set before first crawl
app.graph8.com/connections/streams · /studio/settings?tab=integrations
ONBOARDING_WEEK_2, INTEGRATIONS
3 replies - 2 interested
E(
snippet installed, events flowing
Interested
Elon (Tesla)
P(
HubSpot connected · field mapping ready for review
Interested
Patrick (Stripe)
S(
out tomorrow, field map review Friday?
OOO
Sam (OpenAI)
3 of 12 threads - sorted by reply Filter
Surface 3 · Auth, domains, team

Lock the door, hand out keys

Set the auth domain allow-list. Pick the default role new joiners land in. Invite the customer team in waves so each person opens to the right home screen. Minimum-privilege rule, clear paper trail.

  • Domains, auto-join or admin-approval · default role for new joiners
  • Users, invite by email · stagger by role so the right UI greets them
  • Roles, SDR · AE · Manager · Admin · custom
  • Content domains, the customer's primary website locks in
app.graph8.com/studio/settings → Domains · Users · Roles
Customer book · MRR
Filter Add
Customer MRR Plan Status
Tesla · Admins 3 seatsAdmin Active
Tesla · Managers 5 seatsManager Active
Tesla · AEs 12 seatsAE Active
Tesla · SDRs 8 seatsSDR Active
Tesla · Pending 4 seatsSDR Past due
5 of 8 shown
1 2
Surface 4 · Sequences + contacts

First sequence live

Clone from proven team templates instead of authoring from scratch. Walk the customer through three steps, edit each email body together, save. First sequence launched is the visible milestone the customer remembers.

  • Sequencer, proven templates · clone, edit, launch
  • Contacts, import the customer's first list · enrich on entry
  • Lists, first prospect list built and named
  • Sequence step editor, email body edited live with the customer
app.graph8.com/sequencer · /contacts · /lists
Dialer / Live Quote · ONB-2026-0042
TE
ONB-2026-0042
Tesla · First-sequence-live milestone · Day 14 target
Accepted
Customer
Tesla
Status
Accepted
Stripe
Details
Sequence · 3 steps · 240 contacts · qty 1 Week 2 milestone
Template cloned Day 11, 10:14 AM
Copy edited with customer Day 12, 2:30 PM
First sequence launched Day 14, 9:00 AM
Duplicate Resend
Surface 5 · Customer accounts + agent walkthrough

Seed the book, land the agent moment

Add the customer's existing accounts so the Health card has tenure from day one. Then open the agent on the last call, have the customer type their own first question. That's the moment they understand graph8 isn't just a CRM, it's a query interface.

  • Customers, Add company top-right · seed existing accounts
  • Health Score, Critical · Warning · Healthy starts tracking immediately
  • Agent walkthrough, Cmd+Shift+K · customer types their own first question
  • CSM handoff, 30-day milestones logged · health baseline set
app.graph8.com/deals/l/customers
Dialer / Live Deal · live
TE
Tesla · 30-day handoff
Week 4 · Ready
Closes Day 30
Value
Week 4
Stage
Ready
Close
Day 30
Details
Close plan Brand foundation reviewed · CRM synced bidirectionally · 28 users invited · first sequence live since Day 14 · 47 accounts seeded · agent walkthrough complete. CSM handoff scheduled for Day 31.
Stage readiness 100%
Suggest next step Open close plan
Ask graph8 anything

An agent that knows your world

Sparkle icon, top right, every page. Or DM the same agent from your phone via WhatsApp, Slack, Roam, or iMessage.

Sample agent exchange · illustrative
An agent that knows your world
Online
Recent
Pipeline summarynow
Tesla close plan2h
Renewal riskMon
Best 3 leadsFri
TC

Which customers are behind on their 30-day onboarding milestones?

9:42 AMRead

3 customers off-pace · Day 14 milestone · (first sequence not yet launched)

DealStageAmountClose
Tesla · OnboardingWeek 4 · ReadyDay 28Handoff Day 30
Nvidia · OnboardingWeek 3 · SequencesDay 18Handoff Jun 12
Stripe · OnboardingWeek 2 · IntegrationsDay 12Handoff Jun 18
OpenAI · OnboardingWeek 2 · FoundationDay 11Handoff Jun 20
Figma, Linear, and Snowflake have not launched a first sequence yet, Day 14 milestone missed. Figma is the most urgent: CRM connected, foundation reviewed, but the team has not been invited yet. One unblock-call this week saves the 30-day handoff date.
9:42 AMgraph8
TC
Ask anything - try "show open deals over $20k"
Send
Try
which accounts haven't completed brand foundation yet? summarize the field-mapping decisions for Stripe who on the customer team still needs an invite?
Value

What changes when you ship with graph8

For you

For you, the Onboarding / Implementation

  • Every customer's workspace is live on day one
  • Brand foundation writes itself, you review, not author
  • First sequence launched by end of week 2, every time
  • Agent in your pocket via WhatsApp / Slack
For team

For your team

  • Time-to-value measured in days, not quarters
  • Handoffs to CSM with a written baseline
  • Fewer 'why isn't this syncing?' tickets later
  • One playbook, every customer, every onboarder
Day one
Workspace live on graph8
How AI automates the work

The agents that run behind your day

Three engines built into the surfaces above. Same product, named for what they do.

Powers Studio + Settings

Implementation Agent

Drives the 30-day playbook. Triggers brand DNA generation in the recommended order. Flags missed milestones and writes the next-step nudge in the customer notes.

Powers Onboarding tracker

Milestone Agent

Watches every customer's clock, foundation, tracking, auth, sequences, accounts. Surfaces off-pace customers before the handoff date slips. Names the unblock-call, not just the status.

Powers Cross-platform

graph8 Agent

Answers natural-language questions about every customer's onboarding state. Reachable from any page or your phone via WhatsApp · Slack · Roam · iMessage.

About graph8

Onboarding / Implementations use graph8 to keep accounts, and grow them.

Early customers route every customer signal into one timeline so onboarding, renewal, and expansion stay on track.

More qualified pipeline

Real-time engagement + instant scheduling turn interest into booked work without extra tools.

Qualified meetings illustration
Less busywork

AI drafts replies, logs activity, and syncs data automatically, so every role focuses on people, not paperwork.

Less busywork illustration
One operating picture

Every signal rolls up to deals and accounts, giving leadership real visibility and IC's clear next steps.

Clearer pipeline illustration

graph8 Execution Plan

$499 /month

7-day free trial. No credit card. Cancel anytime.

All B2B data, intent, and visitors, free Search, segment, identify. App, MCP, or CLI. No credits charged for browsing.
You only pay for execution

75,000 execution credits / month included

Sending, dialer, AI voice, AI workflows

Meeting routing and booking

Unlimited users, no seat fees

Pay As You Go Free data, intent, and visitors included. Pay only when execution runs.
$0.05 /credit
Start with 1,000 Free Credits

Start free in 3 minutes. No credit card required.

Free intelligence layer Free in every plan

700M+ contacts and 100M+ companies

Search by title, seniority, industry, and tech stack with real-time filters.

Intent + visitor signals

See which companies research your keywords and visit your site.

Unlimited users

Invite your whole team: sales, marketing, RevOps, founders, agencies. No per-seat fees.

App, MCP server, and CLI

Same free data through the app, the MCP server (Claude, Cursor, ChatGPT), and the CLI.

ClaudeCursorChatGPT
Usage-based execution Metered

Full GTM platform

Sequencer, dialer, inbox, campaigns, CRM, and AI agents in one system.

AI voice agents

Clone any rep's voice for inbound and outbound calls with live booking.

5-channel sequencer

Email, phone, LinkedIn, SMS, and WhatsApp in automated sequences.

AE cockpit

AI-prioritized deal actions with meeting prep and risk alerts.

Waterfall enrichment

Pay only when a provider returns a match. Bring your own vendors too.

Always-on principles

No seat licenses

Invite everyone. Pricing never scales with headcount.

Every feature unlocked

No tiers gating voice, enrichment, sequencer, or campaigns.

No contracts

Month-to-month, cancel anytime, credits never expire.

Fair-use guardrails

Free data is designed for real GTM execution, not bulk export or scraping.

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