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Account Hub [+template toolkit]
Toolkit [Mini templates]
Customer Onboarding
Add onboarding item
Actions
Action
User Role/Type
Stage
Goal(s)
Success KPI(s)
X
1
Install PX Tag & Identify Call
Admin
Trial
1st config milestone to start capturing usage
TTV - Contract Date to Tag Install Date
X
2
Set up Product Mapper
Power User
Onboarding
Surface relevant usage metrics
TTV - Tag Install Date to Analytics
X
3
Use advanced feature
Power User
Onboarding
Utilize one of the new advanced features
X
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