Ask new clients after their first 30, 60 and 90 days how the onboarding actually went — setup, pacing, training and confidence — before the honeymoon ends.
Quick answer
A timed check-in sent at day 30, 60 and 90 that measures how setup, pacing, training and confidence actually felt, catching onboarding trouble before the honeymoon ends.
The first ninety days decide the renewal before anyone talks money. This check-in fires at 30, 60 and 90 days and asks the questions nobody else captures: was setup painless, did pacing fit, do you actually know how to use what you bought, and do you feel the value yet. Answers arrive while the relationship still has patience — and while you still have time to repair the start.
A fillable sample form preview — live once the app is published.
Everything you need to run this template.
Each stage asks only what is knowable at that stage.
Too-fast and too-slow are different fixes; the survey tells them apart.
'Seeing promised value' is the earliest renewal predictor you can get.
Open issues surface with a deadline attached.
From copy to deliverable in four steps.
Copy it and set your milestone days.
Early enough that everything is still fixable.
Compare answers — stuck replies are escalation material.
The final check doubles as your first QBR agenda.
Pick your role — see how it fits your workflow.
See exactly which stage of the start loses people.
Rate your own project while the client still remembers it.
Know whether the product actually delivers its promise to new users.
What makes this template work as a professional deliverable.
A preview of the fields inside — everything stays editable once you copy the template.
