For Users: Your first week
You just got access to Startdeliver. Here's everything you need to get up and running — step by step, without the overwhelm.
Who this is for: CSMs and team members logging in for the first time
Day 1 — Get set up
There are two things to do on your first day. They take about ten minutes total and unlock everything else.
Connect your email and calendar
This is the single most important thing you can do. Once connected, every email you send or receive with a customer contact is automatically tracked in Startdeliver. Every meeting shows up linked to the right customer. You never have to log an interaction manually.
Go to Apps in the left navigation and find Gmail or Outlook. Click to connect. Two minutes.
Once connected, you can also send emails directly from customer profiles in Startdeliver. → Email
→ Google mail & calendar · MS365 mail & calendar
Find your portfolio
Go to Customers in the left navigation. Along the top you'll see a row of list tabs — My Portfolio, Onboarding, Churn Risks, Expansions, Renewals, Success Plans, and more. Each one is a pre-configured view of your customer base filtered for a specific purpose.
Start with My Portfolio — the customers assigned to you. This is your home base. Every customer you're responsible for is here, with their AI health status, lifecycle stage, renewal date, ARR, and the last interaction your team had with them.
Then browse the other lists. Churn Risks shows accounts showing warning signs. Onboarding shows customers currently being onboarded. Expansions shows accounts with growth potential. Renewals shows who's coming up for renewal and when. These views are set up by your admin — your team may have different names or additional lists depending on how your workspace is configured.
Take five minutes to click through them. You're not doing anything yet — just getting familiar with who's in your portfolio and what the current picture looks like across your customer base.
Day 2–3 — Understand your customers
Read the AI assessment for each customer
Open a few of your customers — especially the ones you're most unsure about. On every customer profile you'll see the Assessment panel at the top. It tells you:
The current status — Strongly Thriving, Actively Engaged, Neutral, Needs Attention, or At Risk
A plain-language summary of what's driving that status
A trend line showing whether things are improving or deteriorating
A recommended next action
Click See full analysis to get the complete breakdown. This is the AI's read on the customer based on everything Startdeliver knows — usage, feedback, support, and how recently your team has been in contact.
By the end of day 3 you should have a clear picture of which customers are healthy, which need attention, and what the AI is suggesting you do next.
Check Ongoing
Go to Ongoing in the left navigation. This is where your daily work lives. The My Task List tab shows everything assigned to you across all customers. The Conversations tab shows any unread messages — including replies from customers in Shared Space.
Get into the habit of starting your day here.
Day 4–5 — Start working
Act on the AI's recommendations
Pick the customers the AI has flagged as Needs Attention or At Risk. Read the summary, read the full analysis, and take the recommended action — whether that's sending an email, scheduling a call, or completing a task.
You don't need to have a plan for every customer yet. Start with the ones that need attention most.
Open a project
If you have customers with active projects — onboarding, Business Reviews, success plans — open one and explore it. The project has a task board, a conversation thread, a file section, and an impact tab. Tasks assigned to you appear in your My Task List in Ongoing.
If you don't have any active projects yet, ask your admin about creating one from a template.
→ Projects
Look at a customer's Shared Space
If your team uses Shared Space, open a customer profile and find the Shared Space section. This is what your customer sees when they log into their portal — their project tasks, shared files, goals, and conversation with your team. Understanding what the customer sees helps you use it better.
End of week 1 — You're ready
By the end of your first week you should be able to:
See your full portfolio and understand the health of each customer at a glance
Use the AI assessment to know which customers need attention and what to do
Work through your tasks and projects from Ongoing
Track customer conversations without manually logging anything
Know which customers have upcoming renewals, active projects, or open support issues
That's the core of Startdeliver. Everything else — automations, dashboards, customer goals, Shared Space — you'll discover naturally as you use the platform day to day.
Questions?
Your admin set up the workspace — they're the first person to ask if something looks wrong or missing. Your Startdeliver CSM is also available if you need help understanding a feature or want to get more out of the platform.
Last updated
Was this helpful?