(P)Customer success playbook
From signed to successful.
Seven steps I run for every brand in my portfolio. It's a loop, not a line: what I learn fixing one brand feeds the onboarding of the next.
7
steps, every brand
42
brands I own
7
artefacts I keep
Start. Get a brand live, properly.
Run. Watch everything, fix it once.
Compound. Turn fixes into knowledge and product.
Phase · Start
01
Onboard
The loop turns as you read. Step 07 feeds step 01.
Step 01Start
Onboard
Kickoff, goals and what success means for this brand. I audit the stack (custom store or Shopify), the catalogue and the channels before anything is configured.
ArtefactOnboarding checklistStep 02Start
Configure
WhatsApp flows, AI agent prompts, guardrails and integrations, each tested in Postman against the brand's real endpoints.
ArtefactPer-brand API test fileStep 03Start
Go live
Scripted test conversations, then a launch checklist the brand signs off. No surprises on day one.
ArtefactGo-live checklistStep 04Run
Monitor
Conversation review, account-health signals and a repeated-issue tracker across all 42 brands.
ArtefactRepeated-issue trackerStep 05Run
Fix at root
When something repeats, I trace it, in the codebase if needed, write it up and push for one fix instead of 42 workarounds.
ArtefactJira bug report (CRB)Step 06Compound
Document
Every fix becomes a KB article or SOP, so the team and the AI assistants answer it the same way next time.
ArtefactKB article templateStep 07Compound
Grow
Feature requests and product feedback go back to product with brand context, and brands adopt what ships.
ArtefactFeature / feedback report (CFR / PFR)- ↺Back to step 01 for the next brand
(★)Worked example · step 05
The coupon leak: one fix, 82+ brands.
82+
brands covered by one PR
- 01
Situation
A brand reported that coupon codes meant to unlock only after a shopper shared their phone number were showing up when people searched “<brand> coupon code”.
- 02
Diagnosis
I traced it in the codebase: the codes were in the page markup, so search engines could index them, on every brand using the same setup.
- 03
Action
Proposed the fix to keep the codes out of what search engines show, and raised the PR myself.
- 04
Impact
One change covered 82+ brands instead of 82 separate tickets.
Bbrand.com › offers
Brand – Exclusive offers
…use code WELCOME10 or FIRST15 at checkout for an extra discount on your first order…
…share your number on WhatsApp to unlock your offer. Codes are sent privately and never shown on the page…
Phone-gated codes public in search, on every brand with the setupCodes stay behind the WhatsApp step
Real codes and brand names are not shown.
(M)What I measure
Five signals, one portfolio.
What I watch across every brand. Numbers go here once they're cleared to share.
Figures pending approval
- 01
Time to go-live
How long a signed brand waits for its first live conversation.
- 02
Repeat-issue rate
How often the same problem comes back after it was 'solved'.
- 03
First response & resolution time
How quickly a brand hears back, and how quickly it's actually fixed.
- 04
Adoption of key features
Whether brands use what they're paying for.
- 05
Account health
The early signal that a brand is drifting, before it says so.