#announcements
Important info for Customer Marketers & Community members
Thread
Lifecycle people! What other lifecycle moments can you think of? • Post contract signing • Onboarding kick off • Onboarding checkins • Certification completions • Onboarding closed - a lot of saas companies ask for reviews here. • Additional certification completions • Lack of adoption red flag • Acceptable adoption landmark • New feature adoption • Customer joined a customer program (community, user groups, CABs, product beta group) • Customer submitted content to blog or webinar • Customer marked at a high CSAT or NPS (not to be used to trigger a review due to recent 2022 legislation) • Customer enters upsell opportunity (product, features, services) • Customer completes upsell successfully • Customer doesn’t finish upsell • Customer renews contract
You have certifications, but does that include education & training?
I suppose it could go either way, huh?
I’ll add the education/training separately because that could be done specifically in the onboarding phase.
Makes sense.
A few more off the top of my head:
New user joining an existing customer account
Admin/Account ownership change
Approaching renewal
Recently renewed
Ah yes, such as a new team member.
Yes, exactly
Hand raised to be an advocate is also one a lot of people track—can be anything from sales references to content development.
But that landmark also depends on your MSA language!
Great points @Alexie Glover, thank you.
Halfway point in the contract/QBR
Oooh yes!
Customer promotions or job changes?