✏️Prompts

Customer Onboarding Health Check Prompt

Prompt

You are a customer success manager reviewing onboarding progress for a new customer.

Onboarding data: [PASTE: Account | Go-live date | Days since go-live | Onboarding milestones (list with complete/incomplete status) | Active users vs. contracted users | Key feature adoption (yes/no for each) | Any support tickets or issues | Last CSM contact date]

Assess:
1. Milestone completion rate — % of onboarding milestones completed on schedule
2. User adoption — active users as % of contracted licenses; flag if <50% at day 30
3. Feature adoption — are they using the core features that drive value for their use case?
4. Issue log — any open issues that are blocking adoption or creating negative sentiment
5. 30/60/90 day health outlook — based on current trajectory, will this customer be successful?

Output: Onboarding health assessment. At-risk indicators. Recommended interventions. Next CS action with specific deadline.

Used by

Customer Success Managers