Customer success
Onboarding, health,
and renewal.
Health lives in a spreadsheet. Usage dropped weeks ago. The renewal conversation opens when a discount is already the only move left, and onboarding starts late after the signature.

SIGN → ONBOARD
Health comes from usage, tickets, and the contract date. A save or expand play opens early. Onboarding starts when the deal is signed.
How it works in success
What changes on that account.
01
Health lives in a spreadsheet
Health comes from usage, tickets, and the contract date.
02
Usage dropped weeks ago
A save or expand play opens early.
03
A discount is already the only move left
The renewal starts with time left to save or expand the account.
04
Onboarding starts late after the signature
Onboarding starts when the deal is signed.

The account
Usage, tickets, and the date.
The draft is assembled from those records. A person still approves what the customer sees. The renewal date is already on it.