Getting started with lifecycles
Lifecycles guide customers with ease and you’ll never lose sight of their progress. Within each lifecycle, you can define milestones, tasks, and achievements for both your internal team and customers.
A Lifecycle is a map of a process that your customer completes to achieve key goals throughout their customer lifecycle. Lifecycles outline clear expectations of what is needed from both your internal team and your customers. Within each Lifecycle, you can define Milestones, Tasks, and Achievements to guide customers through your processes with ease and efficiency. Example of customer lifecycles include customer onboarding, expansion, renewal, and advocacy.
Important definitions
Milestones are defined phases within a Lifecycle comprised of time-bound Tasks and Achievements. Milestones represent deliverables or events that are essential to the Lifecycle’s completion, such as the requirements gathering phase during customer onboarding
Tasks are internal action items that your team must complete to progress customers through their Lifecycle, such as scheduling the customer welcome call to kick off requirements gathering.
Achievements are items that your customer completes to move through the Lifecycle, such as “Team member invited” or “Email activated”.
Once customers are added to a Lifecycle, you can track each customer's progress through the Milestones and overall Lifecycle. If a customer falls behind or becomes stuck, Lifecycle reporting makes it easy to isolate when and why, so you can get the customer back on track. This information can also empower you to improve and streamline your processes.
Lifecycles are accessed from main menu on the top of your screen:
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