AR
Alex New hire
I can own a health review by day 60, but I need CRM access this week.
New-Hire 30/60/90 Plan
Talk through the ramp. Leave with a 90-day plan both people own.
Outcomes, milestones, support, risks, and check-ins become a realistic onboarding plan instead of a manager-authored checklist.
Just talk. BigWow keeps up. No special commands or constant note-taking. Have the conversation you were already going to have.
From Alex Support need
CRM access required Onboarding support Blocks the day-60 ownership milestone
MS
Maya Manager
“Sam will get Alex CRM access by Tuesday; Alex will lead the first health review by day 60.”
Ramp plan Confirmed by Maya ✓
Ramp plan ✓
Ramp plan Onboarding support Provide CRM access Sam · Tuesday
Milestone Lead one customer health review Alex · Day 60
From Alex→Confirmed by Maya
How the template helps
A ramp plan built with the new hire, not handed to them.
Milestones stay connected to the support and constraints that make them realistic.
What the team leaves with
A 90-day plan with reciprocal commitments.
Outcomes, milestones, access needs, support owners, risks, and check-ins remain together.
Run a 30/60/90 planning sessionAlex · Customer success 30/60/90 plan
Plan confirmedConfirmed outcome Use the shared ramp plan for Alex’s first 90 days
Three phase outcomes · two support commitments · biweekly check-ins
Onboarding support Confirmed
Provide CRM access Sam · Tuesday
Linked to Alex’s day-60 milestoneMilestone Confirmed
Lead one customer health review Alex · Day 60
Success signal and coaching support attached