Overview
Use a reusable checklist with owners, due dates, and dependencies for smooth go‑lives.
Problem
Onboarding steps vary by rep; handoffs stall and dates slip.
Solution
ActionDesk templates create role‑based tasks (Sales, Implementations, Support) with target dates and cross‑team handoffs.
How it works
Kick off from CRM “Closed Won” or a signup event. The template spawns tasks (kickoff call, integration, training). Dependencies and due dates are computed from the contract start.
Who is this for
Implementations
CSM
Sales Ops
Expected outcomes
- Predictable time‑to‑value
- Clear ownership of each step
Key metrics
Time to go‑live
Baseline
21 days
Target
10 days
On‑time task completion
Baseline
64 %
Target
92 %
Gallery
Downloads & templates
Case studies
AnalyticsCo halves onboarding time
Template‑driven tasks cut time‑to‑value by 48%.
B2B SaaS SMB EU
Security impact
- Account metadata and project notes · PII: business contact info
Compliance
- SOC2
Availability & next steps
Pro
Enterprise