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.
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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