Customer onboarding tracker
Onboarding goes wrong quietly. An account does not fail loudly at week three, it just stops moving while everyone assumes someone else is chasing it. This builds a tracker that makes stalled accounts impossible to miss, because the stall itself is the alert.
“An onboarding tracker that moves each new customer through kickoff, setup, training, and go-live, and flags anyone stuck more than a week”
What you get
- Every new customer on a visible stage, from kickoff to go-live
- Time-in-stage on each account, with anything stuck called out
- Owner per account so the next action has a name against it
- Time-to-value visible across the whole cohort, not just per account
- A link the implementation team and the CSM can both work from
Who it is for
CS and onboarding teams running more implementations at once than a spreadsheet can honestly hold.
Replaces
Use it instead of a project plan nobody opens after week one.
It builds around your data, not sample rows
Attach a CSV or an Excel export and the tool is rebuilt around your real columns and rows. Change anything by saying what to change in your own words. Publish it to a link when you want your team to see it.
Build your customer onboarding tracker