Customer Success
Onboarding Health Check (30-60-90) form template
A milestone-based health check that scores whether a new customer has completed the setup steps that predict long-term success. Accounts stalled on key milestones jump to a guided-intervention page with a CSM booking, while fully activated accounts are fast-tracked to value realization and advocacy.
OnboardingActivationHealth Score
What’s in the box
Milestone scoring
Completion of activation milestones drives an onboarding health score.
Stall intervention
Accounts missing key steps jump to a guided-help booking.
Fast-track the ready
Fully activated accounts move straight to value and advocacy.
Perfect for
- Customer success
- Onboarding teams
- SaaS activation
- Implementation
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