Checklist for tasks that customer needs to complete
Seeker 
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
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!
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
- Notes from checkpoint here
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!
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Seeker
OPThanks for the reply, Will! Emailed you.
Seeker
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!
Good luck!
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