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See onboarding risk while there is still time to act.

RevOps gets every hold rolled up by step, so you see where new revenue stalls before it shows up as churn.

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Holds by step, last 90 days
  1. 01TEAM INVITED3 ACCOUNTS
  2. 02DATA SOURCE CONNECTED7 ACCOUNTS
  3. 03FIRST REPORT SHARED11 ACCOUNTS
  4. 04SECOND TEAM ACTIVE4 ACCOUNTS

READFirst report shared is where most accounts wait. Start there.

Sample data. These numbers are made up.

Where it fits best

Trailmark helps most when onboarding feeds a renewal forecast and several teams share the handoff.

  1. 01ONBOARDING FEEDS THE FORECASTFLAG RISK EARLY
  2. 02SEVERAL TEAMS SHARE THE HANDOFFONE SOURCE OF STATE
  3. 03LEADERSHIP ASKS ABOUT ACTIVATIONANSWER BY STEP

Where activation reporting usually breaks

  1. ACTIVATION IS ONE NUMBER

    A single activation rate hides which step is costing you accounts.

  2. RISK SHOWS UP AT RENEWAL

    By the time churn is visible, the account stalled months earlier.

  3. NOBODY OWNS THE DEFINITION

    CS, sales and product each count an account as onboarded on a different day.

From signup to set up

How a RevOps team usually runs Trailmark in its first quarter.

  1. 1. AGREE ONE CHECKLIST ACROSS TEAMS

    One definition of set up, signed off by CS, sales and product.

  2. 2. CONNECT THE SOURCES YOU HAVE

    Product events, CRM fields or a spreadsheet export. No new tracking is needed to start.

  3. 3. READ HOLDS BY STEP EACH WEEK

    The step with the most holds is the one worth fixing first.

  4. 4. FIX THE STEP, NOT JUST THE ACCOUNT

    When one step keeps holding accounts, change the product or the process behind it.

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.

Bring your activation numbers to a call.

We map your onboarding steps together and show where your accounts are holding today.

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