Process
The 100-day customer baseline timeline
From close to the day-180 rerun, for a PE operating partner
A seven-step timeline for interviewing a new portfolio company's customers after closing. It runs from naming the decisions in week one to a board readout by day 60, with a rerun at day 180 and before exit. Koji compiled it from the 100-day customer baseline playbook for operating partners.
Where this appears
What's in this process
- Days 1 to 7: name the decisions: Pick three decisions the baseline informs. Pull the customer list with revenue, tenure and churn.
- Days 8 to 14: build and pilot: Write the guide, set guardrails, preview it and run a pilot of 5 customers.
- Days 15 to 21: invite: CEO signs the invitation. Send two waves a week apart, with one reminder each.
- Days 22 to 45: fieldwork: Watch the mix against quota and top up thin segments with personal follow-ups.
- Days 46 to 52: read and write: Check the evidence behind each finding and write the one-page readout.
- Days 53 to 60: readout: Board and management readout. Lock the 100-day plan changes it supports.
- Day 180 and pre-exit: rerun: Run the same guide again and compare with the baseline.
Use this image
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-timeline"><img src="https://www.koji.so/visuals/pe-100-day-customer-baseline-timeline/pe-100-day-customer-baseline-timeline.png" alt="Process showing the 100-day customer baseline timeline for a PE portfolio company, from day 1 to the day-180 rerun." width="1080" height="1080" /></a>
<p>Source: <a href="https://www.koji.so/visuals/pe-100-day-customer-baseline-timeline">The 100-day customer baseline timeline</a>, Koji</p>
