Template for onboarding success plan

Introduction

Each customer is going to be a bit unique when it comes to onboarding and implementation; especially with such a broad product surface area! There are still some best practices we can follow to collaborate with the customer and plan for their success. It really helps customers to build engagement if we can collaborate with them on a plan for their first 30 days at PostHog.

Customize the below template

• Customize the template with the goals, specific products and commitments that make sense for your customer's use case.
• Share with customer, ideally as a Slack Canvas

Template

PostHog 30-Day success plan

Customer: [Customer Name] | CSM: CSM or AE NAME | Start Date: [Date]

Our shared goal

Week 1: You're getting actionable insights from PostHog Week 3: You've identified specific opportunities to improve your key metrics Week 4: You're confident PostHog is driving measurable business value

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Week 1: Quick setup & first insights

Goal: See value within 7 days

Your commitments

• [ ] SDK Validation: Confirm SDK is properly tracking (usually done in trial)
• [ ] Key Stakeholders: Attend 30-min kickoff call
• [ ] Custom Events: Define business-specific events you want to track
• [ ] Primary Use Case: Define the #1 metric you want to improve

PostHog commitments

• [ ] Implementation Guidance: Validate SDK setup and custom event tracking
• [ ] Feature Flags Setup: Configure feature flags for your use cases
• [ ] Group Analytics Setup: Configure B2B company-level tracking
• [ ] Custom Dashboard: Build initial dashboard for your key metrics
• [ ] Training Session: 45-min walkthrough of your specific setup
• [ ] First Insights: Identify 2-3 actionable findings from your data

Weekly check-in: [Day/Time] - 30 minutes

• What findings have you learned from the first few insights you set up?
• Have you come across any points of friction in the setup or areas of the product you're struggling to understand?
• What are the next actions steps for us to follow up with in the next meeting?

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Week 2-3: Feature Adoption & Optimization

Goal: Expand usage across your team

Together We'll:

• Session Replay: Set up recordings for your key user flows
• Feature Flags: Deploy your first A/B test or feature rollout
• Surveys: Launch feedback collection (if applicable)
• Team Training: Onboard 3-5 additional team members
• Advanced Analytics: Build funnels, cohorts, or retention analysis

Bi-weekly Check-in: [Day/Time] - 30 minutes

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Week 4: Value Confirmation & Next Steps

Goal: Quantify business impact and plan expansion

Success Review:

• Measurable Impact: Document specific improvements/insights gained
• ROI Assessment: Calculate value PostHog has delivered
• Team Adoption: Confirm regular usage across stakeholders
• Expansion Opportunities: Identify additional products or use cases

Business Review: [Day/Time] - 45 minutes

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Post-Launch: Optimization Check-in

Goal: Maximize ROI and identify expansion opportunities

6-8 Weeks After Launch:

• Usage Analysis: Review which features are driving the most value
• Advanced Features: Explore underutilized capabilities
• Workflow Optimization: Streamline your team's PostHog processes
• Expansion Planning: Identify additional use cases or team members
• Success Story: Document wins for internal stakeholders

Optimization Review: [Day/Time] - 60 minutes

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Success Metrics

| Milestone | Target Date | Success Criteria | Status | |-----------|-------------|------------------|---------| | SDK Validated | Day 2 | Data flowing correctly into PostHog | ⏳ | | Custom Events Defined | Day 3 | Business-specific tracking configured | ⏳ | | Feature Flags & Groups Setup | Day 5 | B2B tracking and flags operational | ⏳ | | Team Trained | Day 7 | 3+ people actively using | ⏳ | | Actionable Insights | Day 10 | 2+ specific findings identified | ⏳ | | Feature Expansion | Day 20 | 2+ products actively used | ⏳ | | Business Impact | Day 28 | Measurable metric improvement | ⏳ |

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Key Contacts & Communication

PostHog Team

• PostHog Human: [your email]
• Support Channel: [Dedicated Slack channel/email]
• Documentation: posthog.com/docs

Your Team

• Executive Sponsor: [Name, Role] - Strategic oversight, success validation
• Technical Lead: [Name, Role] - Implementation, data setup
• Primary Users: [Names, Roles] - Daily usage, feedback

Meeting Schedule

• Onboarding Phase: Training sessions and weekly progress check-ins
• Post-Onboarding: Monthly or bi-weekly check-ins recurring

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What You Can Expect From Us

✅ Rapid Response: Same-day replies to questions/issues from your PostHog Human ✅ Proactive Guidance: We'll suggest optimizations based on your usage ✅ Custom Resources: Tailored documentation and best practices ✅ Issue Resolution: PostHog human will resolve issues directly and escalate internally as needed ✅ Product Feedback: Feedback calls or user interviews with product managers or engineers

What We Need From You

✅ Clear Objectives: Tell us the specific metrics you want to improve ✅ Custom Event Planning: Help us understand your business-specific tracking needs ✅ Stakeholder Engagement: Keep key people involved and responsive ✅ Honest Feedback: Let us know what's working and what isn't ✅ Success Definition: Help us understand what ROI looks like for you

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Questions or concerns? Reach out anytime - our success is measured by your success.

This plan is our shared roadmap. We'll adjust it based on your specific needs and progress along the way.