# Onboarding kickoff pack: Notion page, kickoff link and intro email when a deal closes

Source: https://mcpforgtm.com/recipes/onboarding-kickoff-pack (StackMCP, independent directory of official MCP servers)

## Goal

CS managers and onboarding leads who want each new customer's kickoff ready the day the deal closes, without chasing the AE for notes. HubSpot can be swapped for Salesforce or Attio, and Gong for Fireflies or Granola.

## Connected tools

- HubSpot: https://mcp.hubspot.com (setup: https://mcpforgtm.com/tools/hubspot)
- Gong: https://mcp.gong.io/mcp (setup: https://mcpforgtm.com/tools/gong)
- Notion: https://mcp.notion.com/mcp (setup: https://mcpforgtm.com/tools/notion)
- Calendly: https://mcp.calendly.com (setup: https://mcpforgtm.com/tools/calendly)

## Guardrails

- Read only in HubSpot and Gong. Don't change any deal or contact.
- Mark anything the Gong brief doesn't support as unknown, and keep internal handoff notes out of the customer email.
- Show me the Notion page draft and create it only after I approve it.
- Create one single-use Calendly link only after I approve it. Don't book, cancel or change any event or availability.
- Write the intro email as text only. Never send it.

## Steps

1. Find HubSpot deals that moved to closed won in the last {days} days. For {company}, show me the deal amount, close date, owner and associated contacts with their titles. Don't change anything.
2. Ask Gong for a deal brief on the {company} deal: why they bought, success criteria, key people, anything promised during the sales process, risks and open questions. Mark anything you're unsure of as unknown.
3. In Calendly, list my event types and show me the one for {event_type} with its length and host. After I approve, create one single-use scheduling link for it.
4. Draft a Notion onboarding page for {company} under {parent_page}: goals and success criteria, team on both sides, handoff notes, promises to keep, open questions and the kickoff link. Show me the draft, and create the page only after I approve it.
5. Write a short intro email from me to the customer contacts: who I am, the goal we heard from them, and the kickoff link. Leave out internal notes. Show me the text only. Don't send it.

## Expected output

Handoff notes, Notion page draft and intro email waiting for approval. Example (all names fictional):

```
Deal: Mossgate Labs (fictional), closed won Oct 14, $36K, AE Alex Rivera
Contacts: Dana Okafor (VP Operations, economic buyer), Sam Whitlock (Ops Analyst, day-to-day admin)

Handoff notes from the Gong deal brief:
- Why they bought: weekly reporting took two analysts a full day
- Success criteria: first automated weekly report live within 30 days
- Promised in the sales process: SSO setup help and a data import session
- Risk: Dana is out Nov 3–14, so kickoff should happen before then
- Unknown: who owns the data import on their side. Ask Alex.

Notion page (not created yet): 'Mossgate Labs (fictional): Onboarding' under Customers > Onboarding, with sections for goals, team, handoff notes, promises, open questions and the kickoff link.

Calendly (not created yet): one single-use link for the '45 min Onboarding Kickoff' event type.

Intro email (text only, not sent):
Subject: Kicking off with Mossgate Labs

Hi Dana, Sam,

I'm Jordan, and I'll be your onboarding lead. Alex filled me in on your goal of getting the first weekly report automated within 30 days. Let's start with a 45-minute kickoff before Nov 3: https://scheduling-link.example/kickoff

Talk soon,
Jordan

Reply 'create page', 'create link' or both.
```

## Watch for

- Promises that weren't made, or were made differently: A brief can turn 'we could look at SSO' into a commitment. Send the 'promised' list to the AE and get a yes on each item before it goes into the customer-facing plan.
- Missing context from private calls: Gong's MCP leaves out private calls, so the brief may miss things. Ask the AE what's not in Gong before the kickoff.
- The wrong deal: A customer can have an expansion or a second closed-won deal. Confirm the deal name, amount and close date before anything is drafted.
- Kickoff link on the wrong event type: Check the event type's name, length and host before the link is created, then open the link yourself before it goes in the email.