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).

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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.

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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.

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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.