#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?