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Hi, Markus here. Welcome to a new episode of the Customer-Value-Led-Growth Newsletter.

I share strategies and guides to help you become a proactive CSM, deliver more value for your customers, and turn it into revenue for your company every week.

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For more than a decade “traditional” customer onboarding has revolved about the same question:

“Did the customer learn how to use the product?”

If that’s what still guides your way in 2026, you are far behind.

Customers don’t buy software to learn its features.

They buy it to achieve a business outcome.

If that outcome isn’t visible within the first 90 days

  • Product adoption gravitates toward zero

  • Executives start looking for alternatives

  • Churn becomes (almost) inevitable

The first 90 days (or less!) are no longer a preparation phase.

They are your Revenue Protection Window.

In today’s post, I’ll show you how to redesign your customer onboarding around Time-to-Value instead of feature completion.

Why Traditional Onboarding Fails

Most SaaS companies still follow a linear structure:

  1. Kickoff

  2. Setup

  3. Training

  4. Go-live

  5. Post-Onboarding

where success is measured by

  • the number of features used

  • training sessions completed

  • project milestones completed

The problem?

None of these measure whether the customer’s performance has improved.

You can complete every onboarding task and still fail if:

  • input quality is not high enough

  • core workflows don’t get adopted

  • executive buyers’ don’t see results

Measuring activities creates a false sense of success.

This is the hidden risk in traditional onboarding.

By the time you realize that the value is not there, your customer is already on the way out. And sometimes you only notice when customers already canceled.

The shift from activities to outcomes

Leading Customer Success organizations are following a different approach:

Deliver measurable outcomes as quickly as possible (quick wins).

They are:

  • Prioritizing a single high-impact use case

  • Ignoring non-critical features early

  • Engineering onboarding backward from a value milestone

  • Measuring success by Time-to-First-Value (TTFV)

after going through a mindset shift.

They are not spending the first 90 days to get customers ready.

They are delivering proof to buyers that their purchase decision was correct.

Step 1: Define the Customer’s Value Hypothesis (Week 0–1)

Your onboarding should always start with the right question:

“What will be measurably better in 90 days if the onboarding is successful?”

This becomes the Value Hypothesis.

Examples:

  • Reduce manual reporting time by 50%

  • Increase sales pipeline visibility across regions

  • Improve customer response time from 24 hours to 4 hours

  • Increase campaign launch speed by 30%

The Value Hypothesis must include:

  • A business outcome

  • A measurable metric

  • A timeline (max. 90 days)

  • (An executive owner)

Document the Value Hypothesis in a one-page Value Realization Plan and confirm it with the stakeholders.

Without the clear definition of a deliverable, customer onboarding is reduced to a glorified checklist.

Important: Onboarding does not exist in a vacuum. It’s the first phase of helping customers to achieve a bigger goal. It’s a subset of the customer success plan covering the whole customer journey.

In many situations, the subject of customer onboarding is straightforward. Because there’s a natural order for the steps that need to be taken. For example, before you can build and execute any strategy, you need to have visibility into what’s going on.

Step 2: Identify the Critical Value Path (Week 1–2)

Once the outcome is defined, the next question is:

“What is the shortest path to achieving that outcome?”

This is the Critical Value Path.

Your product has probably dozens of features but only a few are required to give customers their quick wins.

Example: If the goal is faster reporting then your customers’ don’t need

  • Advanced dashboards

  • Automation workflows

  • Custom integrations

What they need is:

  • Fast and easy data import

  • Building a single key report

  • Distribution and Access

This is where many onboarding programs fail. They bombard customers with features and information they don’t need (right now) instead of the leanest way to hit their goal.

Before taking any action, ask yourself:

“Does this step directly accelerate the time-to-value?”

If the answers is no, it can be postponed.

Step 3: Design for Value-Driven Adoption (Week 2–6)

A system can be fully implemented and still unused when it does not create value.

To drive real adoption, customer onboarding needs to focus on

1. Role-Based Activation

Instead of generic training, provide inputs to answer the questions

  • What does the user need to do daily?

  • What does the manager (buyer) need to see weekly?

  • What does the executive sponsor need to review monthly?

Each role should have a clear first action tied to the value outcome.

2. Workflow Activation

Define

  • The core workflow that creates value

  • The trigger that starts it

  • The output that proves it worked

Example:

  • Trigger → New lead enters system

  • Action → Rep follows defined process

  • Output → Lead contacted within 2 hours

That workflow is more important than any feature tutorial.

3. Early Usage Milestones

If you are measuring the number of logins or how much time customers spend using the product you are getting nowhere. What you need to measure is what customers are doing with your product.

  • First workflow completed

  • First report generated

  • First automated process executed

  • First team using the system independently

These are leading value indicators, not vanity metrics.

Step 4: Ensure Executive Visibility (Week 6–8)

One of the biggest mistakes in customer onboarding is to focus all your efforts on the core users.

If the buyer does not see progress, the project is losing importance.

About half into the 90 days, schedule a Value Progress Review (like a QBR) that shows

and builds confidence that things are going into the right direction.

When executives see an early proof of value

  • Internal resistance decreases

  • More resources become available

  • Expansion opportunities come earlier

Step 5: Deliver the First Measurable Win (Week 8–12)

At the end of 90 days, there must be clear evidence that your product has helped customers improve something.

Examples:

  • Reporting time reduced from 10 hours to 3

  • Support backlog decreased by 25%

  • Campaign launch cycle shortened by one week

  • Visibility into previously hidden data

Even small improvements matter because value realization is psychological as much as operational.

A visible win creates:

  • Internal credibility

  • Organizational momentum

  • Renewal confidence

  • Openness to expansion

If there has been no measurable improvement within the first 90 days the account becomes a default churn risk.

Step 6: Close Onboarding with a Value Confirmation (Day 90)

Most onboarding programs end with a handoff after all checks are made.

This is a missed opportunity. Close the onboarding with Value Confirmation Conversation about

  • What outcomes have been created so far

  • What business value has this created

  • What is the next value milestone (win)

for the transition to ongoing value. This conversation should lead to

  • A documented outcome

  • A new 30-60-90-day value target

  • A smooth transition from onboarding to ongoing value growth

If you already have a full Customer Success Plan in place, the conversation ends either with a confirmation or the conclusion that changes are required.

Changes due to

  • new insights

  • shifted priorities

  • identified gaps or issues

Important: Customer Succes Plans are not carved in stone. They are snapshots built upon the information that is available at a certain point in time. After 90 days they can already be outdated and you must not be reluctant to make adaptions.

The Metrics That Matter

If you are adopting the Time-to-Value model you need to change your onboarding KPIs accordingly.

From traditional metrics like

  • Number of logins

  • Feature adoption

  • Training participation

  • Completion rate

to Value Metrics

  • % of customers with a defined Value Hypothesis

  • % achieving a measurable outcome within 90 days

  • Time-to-First-Value (Average, Top- and Bottom percentiles)

that correlate much more with GRR and NRR.

The Role of AI

AI is accelerating successful onboarding, if you are using it strategically.

Highly effective uses are:

  • Creating drafts of Value Realization Plans

  • Recommending Critical Value Paths based on identified goals

  • Identifying problematic usage patterns that predict risks early

But AI should not replace:

  • Executive alignment conversations

  • Value hypothesis definition

  • Strategic prioritization

Because onboarding isn’t simply a process, it’s change management.

Common Mistakes in Time-to-Value Transformations

1. Changing goals without changing process
You are not creating different results with good intentions alone.

2. One-size-fits-all
Different customer segments require different value paths.

3. Overloading the first 90 days
Everything that does not contribute to giving customers quick wins is neglectable.

4. Skipping executive alignment
If you don’t have the attention from decisionmakers the project is not a priority.

5. Measuring activity instead of outcomes
Customers are not renewing because you’ve tried hard, they do if they win.

Why the First 90 Days Matter More Than Ever

In today’s environment, you are facing multiple challenges:

  • Budgets are reviewed more frequently

  • Executives demand faster ROI

  • Customers evaluate vendors continuously

  • Expansion depends on proven impact

If value isn’t proven early, your product becomes:

  • secondary instead of a priority

  • an expense instead of an investment

  • a risk instead of a growth opportunity

But when customers experience early value:

  • Adoption accelerates

  • Internal champions emerge

  • Renewals become seamless

  • Expansion becomes logical

A Simple Framework

If you want to reimagine your onboarding, start with these four questions:

  1. What measurable outcome can we deliver within 90 days?

  2. What is the shortest path to achieving it?

  3. What behavior change must happen?

  4. How will we prove the impact?

If you can answer these clearly, you’re on the path to value-driven customer onboarding.

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