Keep a long-running project on track

---
title: Keep a long-running project on track
objectives:
- title: The ACH Payment project is on track for next quarter
  outcomes:
  - title: We have achieve our 4 main development milestones
    from: 0.0
    to: 4.0
    score_format: _number_ milestones
    initiatives:
    - title: 'Milestone 1: UX Design completed'
    - title: 'Milestone 4: We have enrolled 10 beta customers on ACH'
    - title: 'Milestone 2: Backend API is functional and tested'
    - title: 'Milestone 3: ACH payment is wired to the UI (internal)'
  - title: We have completed 25 transactions on the internal beta
    from: 0.0
    to: 25.0
    score_format: _number_ beta transactions
    initiatives: []
  - title: We have completed 20 UX testing sessions
    from: 0.0
    to: 20.0
    score_format: _number_ UX tests
    initiatives: []


Improve self-serve onboarding

---
title: Improve self-serve onboarding
objectives:
- title: Our users can onboard the product by themselves with success
  outcomes:
  - title: 70% of new leads complete their activation process on their first day
    from: 40.0
    to: 70.0
    score_format: _number_%
    initiatives:
    - title: Add sample data to customer instances on load
    - title: Add in-product help to guide users through the onboarding
  - title: 80% of our users are satisfied with the onboarding
    from: 0.0
    to: 80.0
    score_format: _number_% onboarding SAT
    initiatives:
    - title: Add onboarding satisfaction survey to the drip feed
  - title: We have 10 tutorials covering core parts of the product
    from: 0.0
    to: 10.0
    score_format: _number_ tutorials
    initiatives: []


Find your next good goal.

Results for “Customer Success”

Keep a long-running project on track

Improve self-serve onboarding

Explore by function.