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Customer name : Onboarding Plan
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Trial start date
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Trial end date
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ActivitiesActualsTarget and best practicesNotes
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Step 1
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Number of people to be invited to the trialNot started8
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Step 2
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Share the list of trial users with EzyinsightsNot started
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Step 3
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Number of people logged inNot started5
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Step 4
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Number of people logging in everyday for two weeks in a rowNot started100%
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Step 5
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Use two filters in one sessionWork in Progress
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Step 6
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Create one filterWork in Progress
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Step 7
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Created one alertWork in Progress
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Step 8
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Set up TV Mode for two filtersWork in Progress
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Step 9
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Downloaded the mobile appNot started
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Step 10
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Downloaded Chrome ExtensionNot started
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Step 11
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Attend one webinar / training sessionNot started
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Step 12
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Find one emerging story / topic to coverNot started
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Outcomes and results
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Share success criteria with EzyinsightsNot started
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Improve your engagementNot started5%
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Benchmark vs. closest competitor(s)Not started
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Time saved per person per day20 min
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