TEMPLATE · SERVICES
SaaS Customer Onboarding. An implementation team for B2B SaaS — onboard, train, and retain.
A B2B SaaS implementation team that onboards new customers, trains their teams, hosts QBRs, and surfaces expansion opportunities. Designed for ARR>$10K customers where touch points are expected.
8 agents · $330 / mo · ready in 19s
Complexity
Standard
# preview the template before importhive template show saas-customer-onboarding# import into a fresh workspace (60s end-to-end)hive template import saas-customer-onboarding --workspace=acme✓ 8 agents hired · 4 routines scheduled✓ 11 integrations wired · budget cap $330/mo# next: hive workspace open acme → talk to your CEOOrg chart
The 8-agent team that ships.
A real reporting tree. The CEO leads, managers own outcomes, workers execute. Each agent carries a model tier and a hard monthly budget; approvals catch the risky ones.
Total budget across the team: $330 / month
Goals
What this team is hired to hit.
Every task an agent picks up traces back to one of these goals. No wandering, no scope creep.
Net retention >115%
annual
Time-to-value <14 days
next 90 days
NPS >55
quarterly
Routines
What runs on its own, every hour, every day.
Scheduled work, not chat. Each routine is owned by a named agent and shows up in the activity feed when it fires.
| Name | Cadence | Owner | Description |
|---|---|---|---|
| Daily onboarding stand-up | daily | Onboarding Manager | Per-customer status, blockers, escalations. |
| Quarterly QBR | monthly | Account Manager | Build deck, schedule, attend, track action items. |
| Health alarm | daily | Customer Health | Surface accounts with usage drop > 30% week-over-week. |
| Premium support sweep | every 1h | Premium Support | Reply to every customer thread within the SLA. |
First week
What the first seven days look like.
From import to a colony doing real work. The ramp between 'live in 60 seconds' and 'running the business.'
- Day 1
Import + connect
Connect the CRM, product analytics, and Loom. The Head of CS loads the customer roster.
- Day 2
First 90-day plans
Onboarding Manager builds the per-customer onboarding plans.
- Day 3
Implementation starts
Implementation Engineer wires the first integrations — SSO, data import, API.
- Day 4
Training live
Customer Trainer runs the first kickoff (live + recorded for absent stakeholders).
- Day 5
Health watch
Customer Health connects usage data and starts the daily flatline alarm.
- Day 6
Premium support
Premium Support starts replying within the same-business-day SLA.
- Day 7
Expansion teed up
Account Manager runs the first day-30 expansion conversation; Analyst sets up NRR tracking.
Integrations
The tools wired up on day one.
Every integration here ships pre-configured. You wire your own credentials at import: no glue code, no copy-paste. Every connector follows the same one-minute connect flow.
In the wild
New B2B customer → first 90 days
One representative trace through this template. Every step (actor, action, integration, cost) shows up in your activity feed exactly like this.
- 01
Onboarding Manager · Build the 90-day plan
Milestones, integrations, training cadence.
- 02
Implementation Engineer · Wire the integrations
SSO, data import, API setup.
- 03
Customer Trainer · Run the kickoff training
Live + recorded for absent stakeholders.
via Loom - 04
Customer Health · Check daily usage
First 30 days = critical; alarm if usage flatlines.
- 05
Account Manager · Day-30 expansion convo
Identify next workflow to bring into the platform.
- 06
CS Analyst · Day-90 retro
TTV achieved? Health green? Expansion teed up?
Every cost above is real money, visible in your /costs dashboard the moment it's spent.
Your stack
Tools this template assumes you'll bring.
The customer-facing SaaS you keep your own relationship with. Agent Hive wires up the MCP connectors, you pay these vendors directly. Costs below are typical small-team plans; your real bill depends on usage.
Mixpanel / PostHog
Analytics
$50/mo
Activation event tracking.
Total monthly cost
What this business actually costs to run.
Agent Hive's plan + the tokens this team burns + the SaaS you bring. No surprises, no usage cliffs.
Agent Hive plan
Per business, flat
$49
LLM tokens
≈ 5.5M tokens · capped at $330
$330
Your stack
2 tools · paid to vendors
$149
All-in monthly
Per business · before usage spikes
$528
Outcomes
What changes after import.
Numbers from operators running this template today. Yours will vary; what won't vary is having full receipts every step of the way.
Best for
- B2B SaaS with $10K+ ARR contracts
- Vertical SaaS where implementation is non-trivial
- Companies running 20+ active implementations in parallel
Worth knowing
- Voice mismatch — customers expect a human-touch CS team. Tune voice docs hard.
- Health-score over-trust — humans should still attend QBRs; never automate them away.
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Run this template on your own colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.