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

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

HubSpot + Gong + Notion + Calendly

IntermediateCustomer success

Who it's for

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.

What you get

Handoff notes, Notion page draft and intro email waiting for approval. Sample output: every company and person in it is 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.

Time and cost

Estimate About 15–20 minutes per new customer, most of it checking the handoff notes.

Assumptions: One newly closed deal with two contacts, one Gong deal brief, one Notion page and one scheduling link.

Exact credit costs depend on your plan with each vendor. Check the tool pages before a large run.

MCP servers

Every server is confirmed in: ClaudeChatGPT

Set up in a chat app

Every server in this recipe is confirmed for Claude and ChatGPT. Connect each one, then paste the prompts below into one conversation.

Developer setup

Auth setup and mcp.json for Claude Code and Cursor
  • HubSpot: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.
  • Gong: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.
  • Notion: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.
  • Calendly: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.

Put this in .mcp.json (Claude Code, project root) or ~/.cursor/mcp.json (Cursor). Swap the example keys for your own, and don't commit real ones. Remove the // comment lines if your client requires strict JSON.

{
  "mcpServers": {
    "hubspot": {
      "url": "https://mcp.hubspot.com"
    },
    "gong": {
      "url": "https://mcp.gong.io/mcp"
    },
    "notion": {
      "url": "https://mcp.notion.com/mcp"
    },
    "calendly": {
      "url": "https://mcp.calendly.com"
    }
  }
}

Step-by-step prompts

  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.

Run it on a schedule (optional)

Where this goes wrong

Gotchas

Download

Get the prompts, guardrails and expected output as one Markdown file. Paste it into a Claude Project or ChatGPT project's instructions, or save it as CLAUDE.md for Claude Code.

Download onboarding-kickoff-pack.md

Vendor sites: HubSpot · Calendly. If we join an affiliate program, these links will be labeled as affiliate links.