Data Onboarding Checklist
In this document, we’ll outline all of the events and firmographic data points we recommend sharing with Correlated to track your entire customer lifecycle and run successful product led revenue Playbooks.
These data points are what we’ve defined as the minimum for what’s needed to get value out of Correlated, but more are always encouraged.
Recommended Events to Track
Event | Details / Examples |
|---|---|
Sign Ups | This event should be sent when a user signs up for your product. |
Sign Ins | This event should be sent when a user signs in to your product. |
Account Created | This event should be sent when a new account is created. |
Invites Sent | This event should be sent when a user invites another user to your product. |
Subscription Started | This event should be sent when a subscription is started. |
Subscription Ended | This event should be sent when a subscription has ended or is canceled. |
Subscription Changed | This event should be sent when a subscription is changed - upgraded or downgraded. |
Feature Usage | These events should be sent when a user engages with core features in your product (clicks, activates, or views key features relevant from onboarding to adoption). |
Note
Events can be shared with us via Segment or your Data Warehouse. If sharing events via a Data Warehouse, these events can be raw events or rollups. All tables must have userId and accountId columns.
Recommended Customer Lifecycle Data to Track
Data Point | Details / Examples |
|---|---|
Signup Date | This should track the date the customer signed up for your product. |
Subscription / Plan Type | This should differentiate between different subscription types. Basic, Premier, etc. |
Subscription Start Date | This should track the date the customer began paying for your product. First Invoice Date, etc. |
Subscription End Date | This should track the date the customer ended their subscription or stopped paying for your product. Subscription Expired, etc. |
License Utilization | This should track the number of seats or licenses the customer is using - Only if relevant to your company. |
Customer Status | This should track what stage the customer is at in their lifecycle. Active, Trialing, Paying, Churned, etc. |
Lifecycle Milestones | These are unique to what your company identifies as a milestone. Total Lifetime Usage of Key Features, Total Lifetime Usage of Seats / Licenses, Integrations Connected, Features Activated Date, etc. |
Note
These data points should be shared via Salesforce or a Data Warehouse. If sharing via a Data Warehouse, these tables must be in a table that includes accountId and userId columns. Tables with timestamps will be treated as versioned and updated incrementally.
Recommended Firmographic Data to Track
Data Point | Details / Examples |
|---|---|
MRR / ARR | This should track the customer's recurring revenue. Monthly, annually, etc. |
Market Segment / Company Size | This should track how to segment the customer. Enterprise, SMB, 500+ employees, etc. |
Industry | This should track what industry the customer is in. Fintech, Ecommerce, etc. |
Contact Role / Job Title | This should track a user's role at the company. Decision-Maker, Day to Day Contact, CEO, SDR, etc. |
Account Owner Emails and Names | This should track who at your company owns a customer account. Customer Success Manager Owner, Account Executive Owner, SDR / BDR Owner, etc. |
Communication Activity | This should track when the last point of contact took place. Days Since Last Activity, Last Call Date, Last Email Received, etc. |
Note
These data points should be shared via Salesforce or a Data Warehouse. If sharing via a Data Warehouse, these tables must be in a table that includes accountId and userId columns. Tables with timestamps will be treated as versioned and updated incrementally.
Updated about 1 month ago