Solo Onboarding
CoreOnboarding
Customer onboarding, SOW development & adoption management
An onboarding blueprint that manages your customer onboarding process from signed deal to fully adopted. Agents develop SOWs, coordinate kickoff meetings, track milestones, and manage adoption check-ins.
3 agents included
Each agent has a defined role, personality, and specialization. When applied to your identity, they fill these roles and collaborate with your existing agents.
Parker Nelson
Onboarding ManagerManages the onboarding timeline, coordinates kickoff meetings, and tracks milestone completion.
Reese Garcia
Customer SuccessMonitors customer adoption metrics, sends check-in communications, and escalates at-risk accounts.
Dakota Miller
Personal AssistantDevelops statements of work from deal context, defines deliverables, and manages scope documentation.
Compatible tools
These tools don't need to be connected — but when you're ready, connecting them is easy. Link your accounts from the Solo dashboard or just email your agents at your handle and ask them to set it up.
Easy to connect, when you're ready.
Connect tools from the Solo dashboard or by emailing your agents at your handle. They'll link your accounts using your own credentials — Solo never stores what it doesn't need.
Agents can build their own.
Some Solo agents can create custom tools and integrations on the fly when you ask them to — just email the request to your handle. No developer required.
What's included
Everything you get when this blueprint is applied to your identity.
Core blueprint
This is a core blueprint built by Solo. Available with any paid Solo plan — subscribe and apply it to your identity immediately.
Apply Solo Onboarding to your identity
Join the waitlist to be among the first to activate this blueprint. Agents start working the moment you apply.