Customer Onboarding
Customer Onboarding Template
Customer Onboarding Template
Execute the customer onboarding play with prioritized actions.
Summary of play
Date
Description
Status
Progress
Notes
1
10/13/20
Not Started
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Prioritized Actions
Add Prioritized Action
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
Adoption
Utilize one of the new advanced features
X
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