The 30-day onboarding checklist

Most churn is seeded in the first month. This checklist keeps a new customer moving from kickoff to a clear answer on whether they're getting what they expected.

Day 0: kickoff

• Write down the customer's goal in their own words.
• Name an owner on each side.
• Book the next three touchpoints.

Days 1 to 7

• First import done.
• First workflow live.
• One quick win shown.

Days 8 to 14

• Check usage against what they expected.
• Fix any blocker within 48 hours.

Days 15 to 29

• A second user or team is using it.
• Introduce yourself to the budget owner.

Day 30

• Ask: "Are you seeing what you expected?"
• Write down the answer. It's your baseline for renewal.