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GTM Health Score

Twelve questions. Your weakest domain, a dollar estimate of the leak, and the system that fixes it.

GTM74
Sales61
CS38
Rev Int70
Weakest: CS OperationsTake the score (12 min)
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CS Operations

Onboarding TrackerEvery new client live on time.

It tracks every new client from signed to live, step by step, and escalates the moment a step stalls instead of the day the client complains.

Start Your Leak ReportSee all of CS Operations
What Onboarding Tracker doesTracks every new client from signature to live, with a named owner and a due date for each step.
Its named limitIt reminds, escalates and drafts. It never signs, files or submits a document on anyone's behalf.
The problem

Three ways a new client is lost before they ever start.

01

Nobody owns the handover. Sales closes the deal and moves on. The new client waits for someone to tell them what happens next.

02

Paperwork stalls in silence. A missing form or signature holds up everything, and nobody notices until the client asks.

03

A late start becomes a weak renewal. A client who took months to go live renews with doubts, if they renew at all.

What gets built

One live checklist per client, from signature to go-live.

A closed glass loop lit from within, its channel circulating back on itself without a break
  • Builds one checklist per client, from the deal record, with every step, document and owner
  • Watches every step against its due date, so a stalled form surfaces the day it stalls
  • Escalates with a name and a reason, to the person who can unblock it, not to a shared inbox
  • Drafts the client reminders, held for approval until the evidence says they are safe to send

It runs on read-only access to your systems of record until you widen it. Every action it takes is logged with the reason behind it.

What changes

Three things look different the week after it ships.

TodayThe client waits to hear what happens next
With Onboarding TrackerEvery step has an owner and a date
TodayStalled paperwork found when the client complains
With Onboarding TrackerStalls flagged the day they happen
TodayTime to go live is a guess
With Onboarding TrackerTime to go live is measured per client
How it is proved

It runs against your last twenty onboardings before it touches a live one.

Clients who went live on time, late, and the ones who never started, labelled by your team, before it escalates anything.

85%pass mark

Below it, or on any unsafe action, it does not ship, and we tell you exactly why. You get the score as a document. The fee buys the truth, not a pass.

Right data pulledMatches your judgmentSafe to act
Where it sits

One of three systems in CS Operations.

Its domain

CS Operations

Where a client is onboarded, kept and renewed. Three systems carry them from signature to renewal.

See the domain
Upstream

Handoff Orchestrator

Onboarding starts where the deal closes. The Handoff Orchestrator makes sure the client arrives with context.

Read more
Next in the domain

Churn Signal Watchtower

A client who went live on time is the easiest renewal. The Churn Signal Watchtower picks up from here.

Read more
Before you build this

Is this the system that costs you the most?

Onboarding Tracker is one of ten. The Revenue Leak Report says which leak is largest in dollars, so you build the one that pays for itself first instead of the one that sounds most urgent.

Three weeksRead-only accessYours to keep
  • Every leak quantified in dollars
  • An Operating Map naming the sequence
  • Yours whether or not you build with us
Start Your Leak Report

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