graph8 for Onboarding / Implementation

A field guide for Onboarding / Implementation. Live URLs, real surfaces. Screenshots captured from a showcase tenant with public-company data only.

The 30-day playbook (5 steps)

01. Day 1-3 — Generate the brand DNA foundation

graph8 auto-generates 46 brand DNA docs from the customer’s website + enrichment. Every downstream artifact (emails, LPs, ads, agent scripts) pulls from these docs. Foundation must come first.

Open it at

• app.graph8.com/studio?mode=global — 46 doc workbench

Fig 1.1 — /studio?mode=global. Mature org snapshot: 42 of 46 docs generated. New customer onboarding starts at 0/46. Run generation in this order: Intelligence → Context → Research → Targeting.

• Confirm customer website crawled (/studio/settings?tab=scraping — set max crawl depth)
• Trigger Intelligence bucket (13 docs: scrape, enrichment, competitors, keywords)
• Trigger Context bucket (21 docs: Brand Brief, Brand Voice, Personas, ICPs, Messaging House, etc.)
• Trigger Research bucket (6 docs: Buyer Psychology, Voice of Customer, etc.)
• Trigger Targeting bucket (3 audience definition docs)
• Review Brand Brief + Brand Voice with customer — if these are wrong, fix them before doing anything else

Try this now

Onboarding move. Block a 90-min “Brand Voice review” call with the customer in week 1. Walk through the auto-generated Brand Voice doc together. Edit live. Locks in the foundation everything else depends on.

02. Day 4-7 — Install tracking + connect CRM

Web snippet → first events flowing within hours. CRM integration → bidirectional contact/deal sync. Field mapping → per-object schema agreement.

Open these

• /connections/streams → click site → Setup Instructions (snippet)
• /studio/settings?tab=scraping — site crawl config
• /studio/settings?tab=integrations — connect HubSpot/SF/Zoho/SugarCRM/Stripe
• Click connected integration → Fields tab — map each object’s fields

Fig 2.1 — /connections/streams Sites view. Each site = one tracking property. Click a row → Setup Instructions sub-tab for the snippet.

Fig 2.2 — ?tab=integrations. HubSpot Connected · Stripe Connected. Connect customer’s CRM here first.

Try this now

Onboarding move. The integration field-mapping pass takes 30-60 min per CRM but saves quarters of “why isn’t this syncing?” tickets. Do it once, do it carefully. Document the decision rationale per field in customer notes.

03. Day 7-10 — Auth, domains, team

Lock down the auth domain allow-list. Set default role for new joiners. Invite the customer team. 33 users on graph8’s own org for reference scale.

Open these

• /studio/settings → Domains — auth allow-list + join settings
• /studio/settings → Users — invite team members
• /studio/settings → Roles — configure access levels

Fig 3.2 — Users. 33 team members on graph8 (reference scale). Invite User top-right. Stagger invites by role so new joiners land in the right Default Role.

Try this now

Onboarding move. Send the customer admin a list of every email they want invited. Set Default Role = SDR (lowest privilege). Then walk them through promoting specific users to Manager / Admin individually — minimum-privilege rule + clear paper trail.

04. Day 10-20 — Sequences + contacts

Clone graph8’s 30 proven team sequences as customer starting templates. Import the customer’s first contact list. Launch sequence #1 by end of week 2.

Open these

• app.graph8.com/sequencer — 30 team-sequence templates to clone
• /contacts — 2.3M contact directory (or import customer list)
• /lists — create customer’s first prospect list

Fig 4.1 — /sequencer. 30 proven templates. Clone SalesLeaders_AI&ML or GrowthDemandGen_SaaS as starting sequences. Customer edits copy + targets without rebuilding from scratch.

Try this now

Onboarding move. Don’t let the customer build their first sequence from scratch — clone a high-reply-rate template (e.g. SalesLeaders_AI&ML at 0.41%). Walk them through the 3 steps, edit each step’s email body together, save. First sequence launched ≤ week 2 milestone.

05. Day 20-30 — Customer accounts + copilot orientation

Configure the customer book in /deals/l/customers (add their existing customers). Run a copilot walkthrough so the customer team knows the natural-language interface exists.

Open these

• app.graph8.com/deals/l/customers — Add company → seed initial customer list
• Copilot — Cmd+Shift+K · introduce to customer team

Fig 5.1 — /deals/l/customers. Add company top-right. Seed customer’s existing accounts so the Customer Health card has tenure context from day one.

Fig 5.2 — Copilot recommended onboarding order: “1. Global Context (Foundation First) — powers everything downstream. Brand Brief · Brand Voice · ICP Research · Value Props · Offer Brief.” Same order this doc follows.

Try this now

Onboarding move. Last call of the 30-day onboarding: open Copilot, ask the customer to type their first question. “What’s our highest-value deal in pipeline?” Always works. Land the “this isn’t just a CRM, it’s a query interface” moment.

The 30-day onboarding checklist (printable)

Phase	Steps
Week 1 — Foundation	Crawl site (?tab=scraping) · Generate brand DNA at /studio?mode=global · Review Brand Voice w/ customer · Install snippet (/connections/streams)
Week 2 — Integrations	Connect CRM at ?tab=integrations · Configure field mapping per object · Connect Stripe if relevant · Set up event destinations
Week 3 — Team + Sequences	Configure Domains (auto-join · default role) · Invite team at ?tab=users · Clone first sequence from /sequencer · Build first list at /lists · Launch sequence
Week 4 — Accounts + Copilot	Seed customer accounts at /deals/l/customers · Copilot walkthrough with team · Hand off to CSM

URL cheat-sheet

To do this	Go here
Generate brand DNA (46 docs)	/studio?mode=global
Customer site crawl config	/studio/settings?tab=scraping
Install web snippet	/connections/streams → click site
Connect CRM + billing	/studio/settings?tab=integrations
Field mapping per integration	Integration gear → Fields tab
Auth domain allow-list + default role	/studio/settings → Domains
Invite team members	/studio/settings → Users
Clone sequences (30 templates)	/sequencer
Build first contact list	/lists
Add customer accounts	/deals/l/customers
Copilot walkthrough	Cmd+Shift+K

Heads-up — onboarding gotchas

Caution

1. ?tab=setup doesn’t work on Streams. Click the site row to reach Setup Instructions.

2. Radix tabs in integration modals need pointer events. Plain JS .click() doesn’t switch tabs in the HubSpot Settings modal. If you’re scripting, use full pointerdown→mousedown→pointerup→mouseup→click sequence.

3. Brand DNA generation takes time. Don’t sit waiting — start it, do the integration setup in parallel, come back to review when generation is > 80% complete (e.g. graph8’s own org at 42/46 took several weeks to fully populate).

4. Default Role must match the customer’s actual first user. If their first joiner needs Admin, set Default Role = Admin temporarily, then lower it after. Otherwise the joiner gets confused-looking SDR UI.

5. Field-mapping changes are reactive, not retroactive. If you change a mapping mid-onboarding, only new records get the new rules. Existing records keep old mapping until you trigger a sync.

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Generated 2026-05-20 against app.graph8.com (org your org). Surface state verified live