Call the right account before it goes quiet.

Your team starts each day with the hold list: which new accounts stalled, on which step, and for how long. There is no dashboard to interpret first.

Hold list, Tuesday

Sample data. These accounts and people are made up.

Where it fits best

Trailmark earns its place once there are more new accounts than your team can watch by memory.

QUIET LOOKS HEALTHY
No tickets, no complaints and no usage. A silent account reads as fine until renewal.
EVERY ACCOUNT GETS THE SAME CADENCE
Check-ins go out on a calendar, not on the day an account actually gets stuck.
THE WEEKLY REVIEW RUNS ON MEMORY
Status comes from notes and recollection, so the meeting argues about facts instead of deciding who calls whom.

How a CS team usually runs Trailmark in its first month.

1. WRITE THE CHECKLIST WITH YOUR CSMS
The people who run onboarding name the milestones, so the list matches how accounts really get set up.
2. SET A LIMIT FOR EACH STEP
Start generous. You will tighten the limits once you see where accounts actually wait.
3. GIVE EVERY ACCOUNT AN OWNER
Each card names one CSM, so a hold always lands on someone's list.
4. WORK THE HOLD LIST EACH MORNING
Longest wait first. Clear a hold with a call, then leave a note on the card.

Trailmark is not a tool you are left to configure alone.

CHECKLIST WORKSHOPOne call to write your milestones and limits with the people who run onboarding.
SOURCE HOOKUPWe connect each milestone to the place it already happens.
FIRST HOLD REVIEWAfter two weeks we read your first hold list together and adjust the limits.
ONGOING SUPPORTA named contact for changes as your onboarding changes.

Bring a list of recent signups. We map your milestones together and show which accounts would be on hold today.