For Admins: Set up your platform
Everything you need to get Startdeliver working for your team. Start with the essentials, then build from there.
Who this is for: Admins setting up Startdeliver for the first time Need help? Your Startdeliver partner — Solutions Expert or CSM — is available throughout. Reach out any time.
Start here — the essentials
These four things unlock the platform for your team. Do these first, in roughly this order.
☐ Invite your team Get your CSMs and admins into the platform. Until people are invited, nothing else matters. → [Team members]
☐ Bring your customers in Connect your CRM so customers sync automatically, or import via CSV. Your customer list is the foundation everything else builds on. → [Integrations & Your Stack]
☐ Connect mail & calendar Each team member connects their own Gmail or Outlook — two minutes per person. From that point, every customer email and meeting is tracked automatically. Remind your team to do this when they first log in. → [Google mail & calendar] · [MS365 mail & calendar]
☐ Assign customers to your team Connect each CSM to the customers they own. This is what makes personal list views work and gives everyone their own portfolio view from day one. → [Customer overview]
At this point your team can log in, see their portfolio, and start working. Everything below makes the platform more powerful — do it at your own pace.
Configure your workspace
Make the platform feel like yours and match how your team works.
☐ Set permissions The defaults work for most teams. If you need CSMs to see only their own customers, or need to give external partners access to specific objects only — like a single project template — configure this before people log in. → Permissions
☐ Set up customer status Define the lifecycle stages your customers move through — Onboarding, Adoption, Engagement, Expansion, Renewal, or whatever matches your motion. → Customer profile settings
☐ Create custom fields Add the data fields your team needs that aren't in Startdeliver by default — customer tier, contract type, renewal owner, product-specific KPIs. → Custom fields
☐ Configure customer profiles Set up the header tiles on each customer profile — which metrics show, color coding for key alerts, the data points your CSMs need to see at a glance. → Customer profile settings
☐ Build your lists Create the standard list views your team will use every day — My Portfolio, Onboarding, Churn Risks, Renewals, Expansions. Save and share them across the team. → Lists & filters
☐ Configure your main menu Set up the main menu to match how your team works. Create lists, organize items into sub-menus, and build different views per team member type. For example, partners can see a different menu than regular team members. Admins control whether team members can create their own personal menu. → Main menu
Connect your stack
The more you connect, the more the AI can see. Prioritize the tools your team references most.
☐ Support tool Intercom, Zendesk, Freshdesk, Linear, or Jira. Tickets sync automatically and feed support health and the AI assessment. → Integrations & Your Stack
☐ Feedback tool Refiner, SurveyMonkey, HubSpot Feedback, Typeform, or others. Survey responses feed experience health and flag advocates and at-risk accounts. → Integrations & Your Stack
☐ Billing tool Stripe, Chargebee, or Younium. Revenue data appears on customer profiles and powers portfolio dashboards. → Integrations & Your Stack
Set up your health model
This is the step that takes the most thought — and delivers the most payoff. The AI starts working with whatever signals are flowing in, so don't wait for perfection. Start with your most important product and refine from there.
☐ Configure product usage health Define what good usage looks like for each of your products. Choose a goal type, set your targets, attach the usage events that feed it. → Product usage health
☐ Set feedback and support rules Configure the feedback window and the support overdue threshold to match your survey cadence and SLA. → Experience health · Support health
☐ Add AI instructions Tell the AI what matters for your business — your customer segments, your definitions of healthy and at-risk, your CS priorities. → AI Assessments
Build your CS motion
☐ Create project templates Build reusable templates for your recurring customer workflows — onboarding, Business Reviews, renewals, offboarding. Start with onboarding. → Templates & projects
☐ Set up Shared Space Configure branding, set your custom domain if you have one, and set up your first shared project template. → Setting up Shared Space · Branding your Shared Space
☐ Set up Customer Goals Define goal templates for your most common customer outcome types so your CSMs can launch them quickly. → Customer Goals & Success Plans
Hand off to your team
When you're ready, send your CSMs to For Users: Your first week →. That page walks them through everything they need to get up and running — connect email, find their portfolio, understand the AI assessment, and run their first project.
Your job as admin isn't finished after setup — you'll keep refining the health model, adding integrations, and building templates as your team's needs evolve. But at this point Startdeliver is live and your team can start getting value today.
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