Customers that engage quickly are less likely to ghost, more likely to build momentum, and ultimately less likely to churn. Actively reporting on how quickly customers are booking kickoff calls after they close is a great way to align on the metrics that matter in your sales to onboarding handoffs.
Trigger the workflow when a deal associated with “Engagement” where Meeting Name equals “Onboarding Kickoff”.
Set the value of our “Onboarding Kickoff Booked” property to the date of the current step.
We’ll be using company data:
We’ll use the “Combination” chart type to show the average in bars and the max in line.
Only show relevant companies by filtering to Lifecycle stage equals “Customer”.
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