Confirm success criteria
Confirm what success looks like for the customer, and the use cases they bought for, before kickoff.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
You ask Avoma
- 2Context
Ask Avoma (Avoma agentic platform) reads sales calls, win analysis, stated goals and use cases, narrowed by what you ask
- 3Reason
Compare goals and success criteria from the sale with what onboarding has confirmed
- 4Act
List success criteria and use cases, with gaps to confirm, returned in Ask Avoma
- 5Human judgment
CSM confirms success criteria with the customer
Prompt
Summarize customer goals, use cases, and success criteria discussed during sales and onboarding, highlighting missing or unclear expectations.
From the sales conversations with [Account], list their stated goals, success criteria and use cases in their own words, and flag anything that is unclear and should be confirmed at kickoff.
How this works
Shown for:
- 1Trigger
After the onboarding kickoff or a customer alignment meeting
- 2Context
An Avoma agent (Avoma agentic platform) watches sales discovery calls, deal notes, onboarding meetings, CRM account context and agreed requirements
- 3Reason
Compare goals and success criteria from the sale with what onboarding has confirmed
- 4Act
List success criteria and use cases, with gaps to confirm, each time it's warranted
- 5Human judgment
CSM confirms success criteria with the customer
Agent
Check whether onboarding matches sales promises. The agent compares customer goals, requirements, and success criteria from sales conversations with onboarding discussions, then highlights gaps and drafts clarification questions.
What good looks like
Onboarding goes faster when success is defined before kickoff.
Use the customer's own words
They'll measure you against what they said.
Make each criterion measurable
"Better visibility" can't pass or fail.
Confirm the list at kickoff
Agreement on day 1 saves an argument on day 90.
Customer stories
What teams say
The connection to Clickup and Hubspot saves us at least 5 hours week per project manager and it saves 10+ hours of wasted onboarding effort when launching a new client.
The AI-powered transcription and meeting summaries ensure that customer insights are captured and actionable next steps are clear for everyone.
More from this use case
Browse all Revenue Execution
What’s stopping you from turning every conversation into actionable work?
