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One card per account, every step accounted for.

Each new account gets a card: the milestones you defined, the day each one happened, and the step it is stuck on now. Your team reads it like a checklist, top to bottom, nothing skipped.

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Halden & Co

Day 14 of onboarding. CS owner: R. Okafor

  1. TEAM INVITEDDay 2. Seen in product eventsCHECK
  2. DATA SOURCE CONNECTEDDay 5. Seen in product eventsCHECK
  3. FIRST REPORT SHAREDWaiting since day 5. Limit 5 daysHOLD 9 DAYS
  4. SECOND TEAM ACTIVELimit 10 daysNOT STARTED

NOTER. Okafor: call booked with their admin for Thursday.

Sample data. These accounts and people are made up.

You write the checklist. Trailmark holds every account to it.

Each milestone has a name, the place it happens (product events, your CRM, or a spreadsheet export), and a time limit. Change any of them and every account card follows.

  1. 01TEAM INVITEDLIMIT 3 DAYS
  2. 02DATA SOURCE CONNECTEDLIMIT 5 DAYS
  3. 03FIRST REPORT SHAREDLIMIT 5 DAYS
  4. 04SECOND TEAM ACTIVELIMIT 10 DAYS

Each morning, the hold list.

Every account on hold, the step it is stuck on, how long it has waited and who owns it, longest wait first. There is no health score to decode and no funnel chart to read. Just the accounts your team should call today.

Hold list, Tuesday
  1. HALDEN & COFirst report shared. R. OkaforHOLD 9 DAYS
  2. PINEMOOR LABSData source connected. M. SantosHOLD 7 DAYS
  3. CASTELL & REEDTeam invited. J. LindqvistHOLD 4 DAYS

Sample data. These accounts and people are made up.

What Trailmark does

Six parts, all built around the same checklist. Nothing here needs a data team to set up.

  1. MILESTONE CHECKLIST

    Define your steps, where each one happens and how long it may take. Every new account follows the same list.

  2. ACCOUNT CARDS

    One card per new account, with the day each step happened and the step it is on now.

  3. HOLD LIST

    Each morning, every account past a time limit, longest wait first, with the step and the owner.

  4. OWNERS

    Every account and every hold has one named person, so nothing waits for someone to pick it up.

  5. SOURCES

    Each milestone listens to one place: a product event, a CRM field or a spreadsheet export.

  6. STEP HISTORY

    How long each step took across past accounts, so time limits come from your own numbers.

Every hold comes with a next step.

Write down what usually unblocks each step, once. When an account goes on hold there, its card shows that note to the owner. New team members get your best fix on day one.

Pinemoor Labs

Day 8 of onboarding. CS owner: M. Santos

  1. TEAM INVITEDDay 1. Seen in product eventsCHECK
  2. DATA SOURCE CONNECTEDWaiting since day 1. Limit 5 daysHOLD 7 DAYS

NEXT STEPUsually an IT approval. Ask their admin who signs off on new integrations and offer the security summary.

Sample data. These accounts and people are made up.

Map your own checklist on a call.

Bring your onboarding steps and a list of recent signups. We set the milestones up together and show you which accounts would be on hold today.

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