1
The 30-day playbook, on rails
Foundation first, then tracking, then auth, then sequences, then accounts. Five steps, written for you. Every step has a surface, a checklist, and a milestone.
Onboarding / Implementation 
Onboarding / Implementation
Time-to-value in days, not quarters. Every new customer launches with a brand foundation written, CRM synced, team invited, first sequence live, and accounts seeded - in 30 days, on one tracked playbook.
AI-automated Retention
Dialer / Live Deal · live
History
TE
Tesla · Brand Foundation
Week 1 · Generating Value
Week 1
Stage
Generating
Close
Day 3
Details
Close plan Intelligence complete. Context 12 of 21 docs written. Brand Voice ready for customer review on Thursday. Research bucket queued. Targeting unblocked once Context closes.
Stage readiness 78%
Suggest next step Open close plan
Your CRM
This is your CRM.
Pipeline, Accounts, Contacts, Activity, Quotes, Customers - all native. No Salesforce license required.
Pipeline AccountsContactsActivityQuotesCustomers
Pipeline value $148.5K 8 open deals
Accounts 164 +12 this week
Contacts 847 +34 today
Activity 47 Today
Quotes Q-0040 Latest
Today's pipeline 8 deals · $148,500
Tesla · Q3 Expansion
$48,000
Nvidia · GTM Standardize
$32,000
Stripe · Renewal
$24,000
OpenAI · Team Rollout
$18,500
Already on a CRM?
graph8 syncs bidirectionally - keep your system of record, run your day here.
+ more Used daily by top-performing GTM teams
How Onboarding / Implementations use graph8
Your day, briefed and on autopilot
2
Brand foundation written, not interviewed
Brand Brief · Brand Voice · ICPs · Personas · Messaging House - auto-generated from the customer's website and enrichment. You review with the customer, you don't author from scratch.
3
An agent that knows the playbook
Natural-language agent on every page. Reachable from WhatsApp · Slack · Roam · iMessage - ask it where the customer is in onboarding, same agent, your phone.
Inside graph8
The 5 surfaces you'll live in
5 places in graph8 you'll open every day.
Surface 1 · Brand DNA workbench
Day 1-3 - the foundation writes itself
Open `/studio?mode=global`. The full brand library auto-generates from the customer's website and enrichment. Every downstream artifact - emails, landing pages, ads, agent scripts - pulls from here. Foundation first, in the order the agent itself recommends.
- Intelligence - website scrape · enrichment · competitors · keywords
- Context - Brand Brief · Brand Voice · Personas · ICPs · Messaging House · Offer Brief
- Research - Buyer Psychology · Voice of Customer · Competitive Teardown
- Targeting - audience definitions ready for the first sequence
app.graph8.com/studio?mode=global
Dialer / Live Deal · live
History
TE
Tesla · Brand Foundation
Week 1 · Generating Value
Week 1
Stage
Generating
Close
Day 3
Details
Close plan Intelligence complete. Context 12 of 21 docs written. Brand Voice ready for customer review on Thursday. Research bucket queued. Targeting unblocked once Context closes.
Stage readiness 78%
Suggest next step Open close plan
Surface 2 · Tracking + CRM
Day 4-7 - events flowing, CRM synced
Install the web snippet, connect the customer's CRM, agree the field mapping. One careful pass here saves quarters of 'why isn't this syncing?' tickets later.
- Streams - per-site snippet · click row → Setup Instructions
- Integrations - HubSpot · Salesforce · Pipedrive · Zoho · Stripe
- Field mapping - per-object schema · Auto-fill vs Overwrite per column
- Site crawl config - exclusion paths set before first crawl
app.graph8.com/connections/streams · /studio/settings?tab=integrations
ONBOARDING_WEEK_2 - INTEGRATIONS
3 replies - 2 interestedE(
snippet installed - events flowing
Elon (Tesla)Interested
P(
HubSpot connected · field mapping ready for review
Patrick (Stripe)Interested
S(
out tomorrow - field map review Friday?
Sam (OpenAI)OOO
3 of 12 threads - sorted by reply
Filter
Surface 3 · Auth, domains, team
Day 7-10 - lock the door, hand out keys
Set the auth domain allow-list. Pick the default role new joiners land in. Invite the customer team in waves so each person opens to the right home screen. Minimum-privilege rule, clear paper trail.
- Domains - auto-join or admin-approval · default role for new joiners
- Users - invite by email · stagger by role so the right UI greets them
- Roles - SDR · AE · Manager · Admin · custom
- Content domains - the customer's primary website locks in
app.graph8.com/studio/settings → Domains · Users · Roles
Customer book · MRR
Search
Filter
Add
Customer MRR Plan Status
T· Tesla · Admins 3 seatsAdmin Active
T· Tesla · Managers 5 seatsManager Active
T· Tesla · AEs 12 seatsAE Active
T· Tesla · SDRs 8 seatsSDR Active
T· Tesla · Pending 4 seatsSDR Past due
5 of 8 shown
1 2
Surface 4 · Sequences + contacts
Day 10-20 - first sequence live by end of week 2
Clone from proven team templates instead of authoring from scratch. Walk the customer through three steps, edit each email body together, save. First sequence launched is the visible milestone the customer remembers.
- Sequencer - proven templates · clone, edit, launch
- Contacts - import the customer's first list · enrich on entry
- Lists - first prospect list built and named
- Sequence step editor - email body edited live with the customer
app.graph8.com/sequencer · /contacts · /lists
Dialer / Live Quote · ONB-2026-0042
History
TE
ONB-2026-0042
Tesla · First-sequence-live milestone · Day 14 target Customer
Tesla
Status
Accepted
Stripe
—
Details
Sequence · 3 steps · 240 contacts · qty 1 Week 2 milestone
Template cloned Day 11, 10:14 AM
Copy edited with customer Day 12, 2:30 PM
First sequence launched Day 14, 9:00 AM
Duplicate Resend
Surface 5 · Customer accounts + agent walkthrough
Day 20-30 - seed the book, land the agent moment
Add the customer's existing accounts so the Health card has tenure from day one. Then open the agent on the last call - have the customer type their own first question. That's the moment they understand graph8 isn't just a CRM, it's a query interface.
- Customers - Add company top-right · seed existing accounts
- Health Score - Critical · Warning · Healthy starts tracking immediately
- Agent walkthrough - Cmd+Shift+K · customer types their own first question
- CSM handoff - 30-day milestones logged · health baseline set
app.graph8.com/deals/l/customers
Dialer / Live Deal · live
History
TE
Tesla · 30-day handoff
Week 4 · Ready Value
Week 4
Stage
Ready
Close
Day 30
Details
Close plan Brand foundation reviewed · CRM synced bidirectionally · 28 users invited · first sequence live since Day 14 · 47 accounts seeded · agent walkthrough complete. CSM handoff scheduled for Day 31.
Stage readiness 100%
Suggest next step Open close plan
AI Chat & Email Autopilot
Every reply for Onboarding / Implementations, drafted in your voice and queued for one-click send.
Incoming Message
Hi, I downloaded your eBook last week and wanted to learn more about your solutions.
From: [email protected]
AI Draft Response
Tone:
Hi! Thanks for your interest in Graph8's enterprise solutions! 😊 I'd be happy to connect you with our team. I can schedule a call for you today - what time works best? We have slots available at 2 PM, 3:30 PM, or 4 PM EST.
Campaign BuilderPersonalization EngineData CloudVisitor ID AI
Ask graph8 anything
An agent that knows your world
Sparkle icon, top right, every page. Or DM the same agent from your phone via WhatsApp, Slack, Roam, or iMessage.
Sample agent exchange · illustrative
An agent that knows your world
Online
Recent
Pipeline summarynow
Tesla close plan2h
Renewal riskMon
Best 3 leadsFri
TC
Which customers are behind on their 30-day onboarding milestones?
9:42 AMRead
3 customers off-pace · Day 14 milestone · (first sequence not yet launched)
DealStageAmountClose
Tesla · OnboardingWeek 4 · ReadyDay 28Handoff Day 30
Nvidia · OnboardingWeek 3 · SequencesDay 18Handoff Jun 12
Stripe · OnboardingWeek 2 · IntegrationsDay 12Handoff Jun 18
OpenAI · OnboardingWeek 2 · FoundationDay 11Handoff Jun 20
Figma, Linear, and Snowflake have not launched a first sequence yet - Day 14 milestone missed. Figma is the most urgent: CRM connected, foundation reviewed, but the team has not been invited yet. One unblock-call this week saves the 30-day handoff date.
9:42 AMgraph8
TC
Ask anything - try "show open deals over $20k"
Send
Try
which accounts haven't completed brand foundation yet? summarize the field-mapping decisions for Stripe who on the customer team still needs an invite?
Value
What changes when you ship with graph8
For you
For you, the Onboarding / Implementation
- Every customer reaches first-value on a 30-day clock
- Brand foundation writes itself - you review, not author
- First sequence launched by end of week 2, every time
- Agent in your pocket via WhatsApp / Slack
For team
For your team
- Time-to-value measured in days, not quarters
- Handoffs to CSM with a written baseline
- Fewer 'why isn't this syncing?' tickets later
- One playbook, every customer, every onboarder
30 days
Time-to-first-value on graph8
We replace every other tool
How AI automates the work
The agents that run behind your day
Three engines built into the surfaces above. Same product, named for what they do.
Implementation Agent
Drives the 30-day playbook. Triggers brand DNA generation in the recommended order. Flags missed milestones and writes the next-step nudge in the customer notes.
Milestone Agent
Watches every customer's clock - foundation, tracking, auth, sequences, accounts. Surfaces off-pace customers before the handoff date slips. Names the unblock-call, not just the status.
graph8 Agent
Answers natural-language questions about every customer's onboarding state. Reachable from any page or your phone via WhatsApp · Slack · Roam · iMessage.
Connected roles
A Onboarding / Implementation on graph8 works with
Customer Success Manager
Your handoff target. Day 30 hands them a customer with health baseline set, expansion levers tagged, first QBR scheduled.
Open role Trial Specialist
Pre-paid sibling. Trial accounts that convert arrive on your desk with the playbook already half-walked.
Open role Account Manager
Commercial partner. Same customer record, two views - they own the seat count, you own the foundation that makes it stick.
Open roleAbout graph8
Onboarding / Implementations use graph8 to keep accounts - and grow them.
Early customers route every customer signal into one timeline so onboarding, renewal, and expansion stay on track.
More qualified pipeline
Real-time engagement + instant scheduling turn interest into booked work without extra tools.
Less busywork
AI drafts replies, logs activity, and syncs data automatically - so every role focuses on people, not paperwork.
One operating picture
Every signal rolls up to deals and accounts, giving leadership real visibility and IC's clear next steps.
graph8 — Everything Included
$499 /month
7-day free trial. No credit card. Cancel anytime.
2,500 free credits to start
75,000 AI credits/month included
Every feature — voice, email, chat, data, coaching — included
Automatic upgrades
Pay As You Go Not ready for a plan? Start small.
$0.05 /credit
Start your first campaign in 3 minutes. No credit card required.
Calculate my ROI Everything in One Place
Full GTM Platform
Sequencer, dialer, inbox, campaigns, CRM, and AI agents in one system.
AI Voice Agents
Clone any rep's voice for inbound and outbound calls with live booking.
5-Channel Sequencer
Email, phone, LinkedIn, SMS, and WhatsApp in automated sequences.
AE Cockpit
AI-prioritized deal actions with meeting prep and risk alerts.
44-Doc Intelligence Engine
Auto-generated battle cards, personas, and competitive analysis per org.
Smarter Data, Better Targeting
700M+ Contacts & 100M+ Companies
Search by title, seniority, industry, and tech stack with real-time filters.
Waterfall Enrichment
5+ providers queried in sequence - only pay for the one that matches.
Intent + Visitor Signals
See which companies research your keywords and visit your site.
AI Staging Tables
Enrich, score, and classify leads with AI formulas before they hit your CRM.
Simple, Transparent Pricing
Unlimited Users
No per-seat fees, ever.
Every Feature Included
Voice AI, enrichment, sequencer, campaigns - nothing locked behind tiers.
No Contracts
Month-to-month, cancel anytime, credits never expire.
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One platform. $499/month. Unlimited everything. Battle-tested and launching campaigns in 3 minutes.
