PAT BERRY — TRADE COMPANION
CHAPTER 16: After the yes
Starter worksheet for review — October 19, 2026

The first days should reduce uncertainty. Confirm what was chosen, what happens next, and how the person can get help.

1. Send a welcome summary with the chosen option, useful links, and the next milestone.
2. Check that access or delivery worked. Ask one practical question about the person's first experience.
3. Schedule a check-in and record any issue until it is resolved. Do not turn every support contact into an upsell.

Trade application
Define kickoff, access, first deliverable, review, and acceptance milestones with owners.

Welcome plan
Day or milestone:
_______________________________________________________

Purpose:
_______________________________________________________

Useful information:
_______________________________________________________

Owner:
_______________________________________________________

Due date:
_______________________________________________________

Customer preference:
_______________________________________________________

Completion:
_______________________________________________________

Issue and resolution:
_______________________________________________________

Use verified facts. Personalize examples. Keep private customer records in your own secure system.