1. Time to value (TTV)
Days from contract signing to first value moment. The single strongest leading indicator of first-year renewal. If TTV is improving, renewal rate will follow 6–12 months later. Benchmark: under 21 days for simple SaaS products, under 45 days for complex implementations.
2. Onboarding task completion rate
Percentage of onboarding tasks completed by clients on schedule. Below 70% is a warning sign. Above 90% correlates strongly with 12-month renewal. Track per CSM to identify coaching opportunities.
3. Days to first login (for portal-based onboarding)
If clients are not logging in within 48 hours of receiving credentials, your onboarding has a friction problem. Email-first task completion eliminates this metric entirely — clients act from their inbox.
4. Blocker count and blocker resolution time
How many tasks are currently blocked across all active onboardings, and how long does each one sit unresolved? More than 2 blocked tasks per account is a churn signal. Resolution time above 24 hours is a process problem.
5. Days since last client activity
Accounts where clients have not completed a task or sent a message in 5+ business days are at risk. Automate this flag so CSMs do not have to check manually.
6. Go-live date variance
How many days does the actual go-live date differ from the planned go-live date? Track per CSM and per customer segment. Teams with consistently high variance have a planning or expectation-setting problem.
7. Net Revenue Retention (NRR)
The gold standard CS metric. NRR above 100% means you are growing revenue from your existing customer base — expansion is outpacing churn. Below 95% and you have a serious retention problem. Track monthly, not quarterly.
8. Customer health score
A composite score combining usage data, support ticket volume, task completion rate, and NPS. Health scores are most useful when they are automated and consistent — not when a CSM manually rates their own accounts.
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