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Tasks & Projects

Build a User Adoption Plan

Create a structured rollout plan with milestones for pilot, team-wide adoption, and success metrics.

AI Agent Prompt

Add an action plan block to the current page called "Adoption Rollout Plan" with these milestones: 1. Pilot Group — tasks: Select pilot users (5-10), Share login credentials, Conduct pilot training session, Collect pilot feedback 2. Team Rollout — tasks: Announce rollout to full team, Schedule group training, Share quick-start guide, Set up Slack/Teams channel for questions 3. Optimization — tasks: Review usage metrics after 2 weeks, Address adoption blockers, Share tips & best practices 4. Success Review — tasks: 30-day adoption check-in, Compare against success criteria, Plan next phase

What the AI creates

The AI creates a 4-milestone adoption plan that guides the customer from pilot to full rollout with clear checkpoints.

Pro Tip

Follow up with "Add a feedback survey to collect pilot user impressions" to capture early signal.

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