Checklist for tasks that customer needs to complete

Shira Mizel

Hey there!

I work at a company where we trade data with our customers.

I'd like to design a document to provide to customers that outlines the "tasks" they're meant to complete in a certain timeframe. I'm imagining the document would be edited by CSMs and customers to track notes and dates to stay on task throughout their journey. 

For example:

Day 30 - First Data Submission

Day 90 - Success Call

• Summary of customer's goals & metrics written here

Six Month Checkpoint 

• Notes from checkpoint here

Nine Month Checkpoint

One Year Review

Does anyone have anything like this I can take a look at?

Or thoughts in general about organizing customers' tasks and holding them accountable for completing them?

Thanks so much!

Greg Lloyd

Hi! There are a few tools that do this. Affinity Canvas, GuideCX, Arrows, and Onboard.io. I would check them all out, it is exactly what they were built to do. Full disclosure, I work at Affinity Canvas, but I would check them all out.

Good luck!

Shira Mizel

Thanks for the reply, Will! Emailed you.

Shira Mizel

Thanks Greg!

I was more looking for an example of what someone else has created in terms of a template. Here's one that I threw together:
https://drive.google.com/file/d/16TigQsVB2ifelpqeEB1G1iuM6sAuXc4L/view