30-60-90 day timelines structure onboarding. Days 1-30 focus on setup and quick wins, days 31-60 drive adoption and feature usage, days 61-90 optimise workflows and identify expansion opportunities.
Onboarding automation scales customer success. Set up email sequences for each milestone, create task templates for CSMs, trigger check-ins based on usage data and alert when customers fall behind.
Map the customer journey from signup to value realisation. Create 30-60-90 day milestones. Build automation that delivers consistent onboarding. Develop resources customers use to get wins fast.
See playbook
All in one workspace for docs, wikis and lightweight databases, ideal for playbooks and knowledge.
Project management that keeps work clear with boards, timelines and templates, good for campaign planning and cross team coordination.
Process tool for repeatable checklists with form fields and automations, good for onboarding and QA.
