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Hand every account to CS with nothing left half done.

Implementation sees which setup steps are finished, which are stuck, and whose side each one is waiting on before the handoff.

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Handoff check, Brightwell Freight

Day 6 of onboarding. Implementation: A. Brandt

  1. TEAM INVITEDDay 1. Seen in product eventsCHECK
  2. SSO CONFIGUREDDay 3. Customer sideCHECK
  3. DATA SOURCE CONNECTEDCustomer side. Limit 5 daysIN PROGRESS
  4. FIRST REPORT SHAREDLimit 5 daysNOT STARTED

HANDOFFM. Santos takes over once the data source syncs.

Sample data. These accounts and people are made up.

Where it fits best

Trailmark helps most when setup takes more than one call and part of it happens on the customer’s side.

  1. 01SETUP OVER SEVERAL CALLSTRACK EACH STEP
  2. 02STEPS ON THE CUSTOMER'S SIDESEE WHO IS WAITING
  3. 03A FORMAL HANDOFF TO CSHAND OFF ON FACTS

Where implementation usually breaks

  1. STEPS WAIT ON THE CUSTOMER

    Half of setup sits with the customer's IT team, and nobody tracks how long it has been waiting.

  2. THE HANDOFF HAPPENS ON A DATE

    Accounts move to CS because the project plan says so, not because setup is finished.

  3. THE PLAN LIVES IN FIVE PLACES

    Tasks, emails and a tracker sheet each hold part of the truth.

From signup to set up

How an implementation team usually runs Trailmark in its first month.

  1. 1. LIST YOUR SETUP MILESTONES

    Everything that has to be true before CS takes over: access, data, the first report.

  2. 2. MARK WHO OWNS EACH STEP

    Your side or the customer's. Customer-side steps are where the waiting hides.

  3. 3. SET LIMITS FOR WAITING STEPS

    A hold on a customer-side step is your cue to chase their IT lead, not your own team.

  4. 4. HAND OFF WHEN THE CARD IS CLEAR

    CS gets an account with every setup line checked and a note on anything unusual.

We set it up with you

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.

Map your setup checklist on a call.

Bring your current project plan. We turn it into milestones together and show where your accounts are waiting today.

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