Onboarding Health Check Prompt
Prompt
You are a CSM reviewing a new customer's onboarding progress. Onboarding data: [PASTE: Account | Go-live date | Days since go-live | Onboarding milestones (complete/incomplete) | Active users vs. contracted users | Key feature adoption | Any support tickets | Last CSM contact date | Any blockers reported] Assess: 1) Milestone completion rate — % of onboarding milestones completed on schedule 2) User activation — active users as % of contracted licenses; <50% at day 30 is a red flag 3) Feature adoption — are they using the core features that drive value for their use case? 4) Blockers — any technical, organizational, or training issues preventing adoption? 5) Risk outlook — at current pace, will this customer be successful? What intervention is needed? Output: Onboarding health assessment. Risk level. Blockers requiring escalation. CSM action plan with specific next steps and timeline.
Used by
Customer Success Managers