Common use: Personal blog, portfolio, hobby projects
About
The Customer Onboarding Tracker is your central hub for managing every new customer from kickoff through first value. Designed to help CS teams stay organized and consistent, this Notion database tracks key milestones, assigns responsibilities, and links essential docs like the Discovery Record and Success Plan.
Each entry represents a customer and includes:
Onboarding phase & timeline
Assigned CSM
Kickoff status & dates
Progress checklists (setup, training, QA/QC)
KPI tracking (like Time to First Value and CSAT)
Linked Discovery Docs, Success Plans, and Forms
✨ Built-in logic and templates help automate workflows and drive accountability — making it easy for any CS team to stay proactive and repeatable.
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