Playbook // Customers
Customer launch
- Sales
- Product
- Engineering
- Operations
Coordinate cross-functional customer implementations. One implementation plan from signed deal to go-live, with each team's part owned and dated, the customer's people and history on one page, and the customer invited where they should see progress.
Native foundationAgent-customizableElevated administrationIntegration-dependent- Setup in Maxint Work
- About an hour per customer, less once it's set up
- The business process runs
- The implementation, often several weeks
How it comes together
Each step is a guide with the exact steps in the product.
- How to run a product launch in Maxint Work
You'll have a launch planned with Maxima, split into a milestone, issues and sub-issues, with a launch document, a channel and owners for every task.
About 30 min
- How to delegate work to AI Workers
You'll have Maxima and a specialist on your team, working on an issue you assigned, with every step visible in Activity.
About 20 min
- How to use AI to prepare a weekly project review
You'll have a short status summary of a project, posted to your team's channel, with to-dos for the follow-ups.
About 15 min
Where AI Workers take part
- Maxima plans the implementation across Sales, Product, Engineering and Operations and hands out tasks.
- A Project Manager worker keeps status current and flags what's blocked.
- A Writer drafts customer updates; email goes out only after your yes.
Customize this playbook with Maxima
This playbook is a starting point, not a fixed template. Change the stages, add your own records and approvals, or build something different on top.
Make it yours
“We just signed Northwind Studio. Configure their customer launch: an implementation project with milestones for Sales handover, Product configuration, Engineering integration and Operations go-live, owners from each team, a shared channel, a kickoff meeting next week, and guest access so their team can follow progress.”
Copy the instruction, change the names and dates, and send it to Maxima in your workspace. Nothing is set up until you do. Maxima works within the role you've given it: some of this already exists, some needs an elevated role, and connections or custom development are called out in its plan.