Audit de l'expérience d'onboarding client
Repérez l'étape des deux premières semaines qui vous coûte des renouvellements — avec des actions concrètes, pas des impressions.
Idéal pour : Équipes success SaaS, agences avec phase de kickoff et prestataires dont les renouvellements dépendent du premier mois.
Question 2 sur 5
Which step took the longest?
The problem it solves
Customers who churn in month three almost always stalled in month one — but by the time NPS lands, the friction is invisible and the memory is fuzzy.
Built for lead-driven businesses that want qualified leads, not just email addresses.
A five-question audit that replaces the generic NPS ping. Customers get an on-screen readout of where they got stuck; you get a categorized ticket with the fix already suggested.
Chaque soumission devient un lead scoré dans votre tableau de bord.
- Account, contact, and lifecycle day.
- Stalled step and severity band.
- Direct quote from the 'one thing' question — gold for product and CS ops.
- Source tag: lifecycle email · in-app · QBR · exit survey.
Des questions qui révèlent de vrais signaux.
- 1How far did you get in the first two weeks — signed up, invited teammates, connected data, ran your first workflow?
- 2Which step took the longest?
- 3Where did you get stuck, if anywhere?
- 4How useful were the getting-started resources?
- 5What one thing would have made the first week easier?
Chaque prospect obtient un résultat utile et noté.
Première valeur atteinte
Live and using the core workflow — schedule the expansion conversation and add to the advocacy pipeline.
Bloqué à une étape précise
One step blocks go-live — route to CS with the fix suggested and a working-session offer.
Jamais activé
No meaningful use inside two weeks — route to save-play with a re-onboarding offer before renewal risk builds.
Un résultat personnalisé et de marque — pas un autre PDF.
Chaque soumission se termine sur une page de résultats notée comme celle-ci. Les prospects repartent avec quelque chose d'utile, et vous obtenez un lead scoré avec son contexte.
- Score + result band with a clear one-line summary
- Recommended next steps tuned to the answers
- A booking CTA that goes straight to your calendar
Stalled at integration
Account setup and invite-team went smoothly, but the CRM integration step blocked go-live — a common pattern for mid-market accounts without an admin on the call.
Recommended next steps
- Book a 20-minute integration-only working session this week
- Send the integration checklist with pre-flight requirements
- Flag the account for solutions-engineer review
One link — share it everywhere it fits.
This template works well in the places your buyers already show up. Drop the link in a bio, a reply, or a scheduled campaign.
Day 14 or day 30 lifecycle email
The 'help me get started' in-app link
The QBR prep questionnaire for enterprise accounts
The post-cancellation exit survey
Follow-up after a low CSAT ticket
Internal CS-lead self-audit on the SOP itself
Questions sur ce modèle
Lancez cet entonnoir d'évaluation aujourd'hui.
Personnalisez les questions, connectez-le à votre lien de réservation et commencez à capturer des leads qualifiés.
This template surfaces onboarding friction based on customer-reported experience. It is not a churn prediction, a health score, or a substitute for account-team judgement.