Customer activation 90-day checklist
Prevent new customers from becoming next year's churn problem. Download our 90-day activation checklist for B2B customer success and onboarding teams.
The first 90 days of a customer relationship have a significant bearing on whether customers become advocates or churn risks. You can't afford to take an ad-hoc, inconsistent approach to the critical activation period. Doing so risks leaving customers unengaged, uncertain and unlikely to renew.
This checklist provides a week-by-week guide to activating B2B customers systematically across the first 90 days. Access your copy for help on driving adoption, documenting ROI and transitioning new logos into enduring partnerships that drive retention and growth.
This resource includes:
- Guidance on establishing a segmentation framework and assigning the right touch model (high-touch, tech-touch or hybrid) for each customer.
- Expert insights about building strategic partnerships from TELUS Digital leaders supporting some of the world's top B2B brands.
- Practical frameworks for documenting ROI, identifying at-risk accounts and cultivating customer advocates.
Three reasons to access the checklist
- 1
The first 90 days of a customer relationship are absolutely critical
Many new B2B customers never fully activate. Self-service and low-touch sales channels intensify the problem, creating a long tail of under-engaged accounts that never realize value. This checklist gives you a systematic framework to guide each customer to activation before they disengage.
- 2
Create a repeatable customer activation system for ongoing growth
This checklist helps you build a systematic, week-by-week playbook that your entire team can execute consistently. Is it time for you to stop firefighting and start focusing on your strategy?
- 3
Make your value visible to the decision-makers who control renewals
Your day-to-day contacts might understand what you bring to the table, but if you don't have executive buy-in, you're at risk. This checklist shows you how to build executive visibility by documenting ROI in language that resonates and ensuring you're in the room when budget conversations happen.
