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Roadmap

From sign up to first renewal

How to use this roadmap

Send this to founders when they sign their first paying customers. It keeps you in the conversation and helps them keep the customer.

What is inside

The first year on one pageReach a first result and name the person who owns it.
Week one: reach the first resultAgree the first win: Write down what the customer wants to be true after a week.
Month one: confirm it is worth itBy the end of the first month, the customer should be able to say what the product has done for them.
Quarter one: show the valueThree months in, the person who bought the product has to justify it to someone else.
Month six: check the fitBy now the early excitement has worn off and real questions appear.
Month ten: open the renewalRaise the renewal at least two months before the date.
Year end: renew or part wellIf they renew, thank them and agree the first goal of year two.

Three title ideas for your own version

From sign up to first renewal
A first year plan for software customers
What to do in a customer's first twelve months

Where to promote it

Product communitiesfounder newslettersLinkedIncustomer success groups

Why give teams a first year roadmap?

Many customers are lost between sign up and renewal. A dated plan shows that winning a customer is only the start, and keeps you in the conversation.

Make this roadmap your own

The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.

Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.

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