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30-60-90 Day Onboarding Plan One-Pager

A new hire's first 90 days, goals and check-ins.

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What’s on It

  • TableThe Plan, Area by Area
  • Headline numbersHow Success Is Measured at Day 90
  • Checklist of next stepsWeek One
  • Key factsWho Helps

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30-60-90 Day Plan: Customer Success Lead
Olivia Brandt · Starts 2 November · Sample plan
The Plan, Area by Area
AreaFirst 30 daysFirst 60 daysFirst 90 days
CustomersMeet the 20 largestVisit the 5 at riskRenewal plan for each
TeamOne to one with all 8Agree goals with eachHire 1 more manager
ProductLearn every featureRun 3 customer demosFeed back the top 5 asks
NumbersLearn the health scoreFix the at-risk reportCut churn by a point
How Success Is Measured at Day 90
Top accounts met
20 of 20
Renewals on time
95%
Monthly churn
4.5%
Team goals agreed
8 of 8
Week One
Laptop, logins and the CRM
Lunch with the head of sales
Listen to 10 support calls
Read the last 6 churn reviews
Who Helps
ManagerAaron Kim, VP Customers
BuddyHana Lu, Senior CSM
Check-insEvery Friday, 30 min
ReviewDay 90, with the VP

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