customer success plan execute derived

{
  "input": {
    "body": {
      "brief": "Turn supplied goals into onboarding milestones, adoption actions, ownership, and measurable outcomes. Use only the supplied fictional example material and clearly identify missing evidence.",
      "audience": "Business operations manager",
      "source_text": "Fictional account research supplied by the buyer: Example Door Company installs residential entry doors in Dallas with a two-person crew. The operations manager wants to improve consultation scheduling. A discovery meeting will discuss missed appointments and implementation effort. The prospect has not disclosed budget or a purchase date. The proposed offer is a scheduling-process assessment; no promised savings or implementation features are supplied."
    },
    "type": "http",
    "method": "POST",
    "bodyType": "json"
  },
  "output": {
    "type": "json",
    "example": {
      "task": "customer_success_plan",
      "summary": "A structured onboarding and adoption plan has been drafted for the scheduling-process assessment service requested by the operations manager of Example Door Company. The plan includes clear milestones",
      "artifact": "Illustrative excerpt from a synthetic provider check:\n## Business Draft: Onboarding and Adoption Plan for Scheduling-Process Assessment\n\n### Onboarding Milestones\n1. **Discovery Meeting Completion**\n   - Schedule and conduct a discovery meeting with the operations manager to discuss current consultation scheduling challenges, including missed appointments and potential implementation efforts.\n   - Owner: Project Lead\n   - Measurable Outcome: Meeting held and documented with identified pain points.\n\n2. **Current Scheduling Process Documentation**\n  ",
      "provenance": {
        "source": "buyer_supplied",
        "generated_at": "2026-09-22T14:40:34.056Z",
        "external_research_performed": false
      },
      "request_id": "example_customer_success_plan",
      "assumptions": [
        "The operations manager is the primary decision-maker and point of contact.",
        "The two-person crew's scheduling data is accessible for analysis."
      ],
      "evidence_gaps": [
        "No information on budget or purchase date for potential implementation.",
        "No specific data on the frequency or causes of missed appointments."
      ],
      "requires_human_review": true
    }
  }
}