Checklist
100-day customer baseline: pre-launch checklist
Eight checks for a PE operating partner before the customer invitations go out
A pre-launch checklist for an operating partner running a customer baseline in the first 60 days after closing a deal. It covers timing, sample coverage, who signs the invitation, the guide's structured questions, guardrails and a pilot. Koji compiled it from the 100-day customer baseline playbook; use it to avoid measuring your own changes instead of the company you bought.
Where this appears
What's in this checklist
- Fielding starts within 60 days of close
- No pricing, sales or roadmap change has gone out yet
- The CEO has signed the invitation
- All top 10 accounts are invited
- Customers who churned in the last 12 months are included
- The guide has a 1 to 10 scale and a renewal question
- Guardrails cover the transaction and any planned price change
- A pilot of 5 customers has been read before the full send
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Free to use in your docs, decks and posts under CC BY 4.0, as long as you credit Koji with a link to this page. To embed it, paste this into your page:
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<a href="https://www.koji.so/visuals/pe-100-day-customer-baseline-launch-checklist"><img src="https://www.koji.so/visuals/pe-100-day-customer-baseline-launch-checklist/pe-100-day-customer-baseline-launch-checklist.png" alt="Checklist of eight things to confirm before sending customer interview invitations in the first 100 days after a PE acquisition." width="1200" height="630" /></a>
<p>Source: <a href="https://www.koji.so/visuals/pe-100-day-customer-baseline-launch-checklist">100-day customer baseline: pre-launch checklist</a>, Koji</p>
