Customer Success: onboarding & QBR portals that stay current

Share one link with customers. Centralize implementation checklists, training, success plans, ROI dashboards, QBR decks, and support paths—governed and always up to date.

TL;DR: Workspace per customer → tags for lifecycle, segment, persona, milestone, asset, health, status → import canonical links → publish a read-only customer portal → enforce SSO/SAML & audit.

Common pain points

Onboarding links and training spread across email threads and docs.
Success plans and QBR decks drift; everyone has a different version.
Admins, users, and execs need different views and keep pinging CSMs.
ROI dashboards exist—but customers don’t know where to find them.

How Linkinize helps

Customer portal via Public Pages (read-only, auto-updating).
Tag taxonomy for lifecycle/segment/persona/milestone/health.
Canonical sources for success plans, QBR decks, and ROI dashboards.
SSO/SAML + audit for safe sharing and review trails.

How it works (5 steps)

Create a Customer workspace per account or program.
Define tags: lifecycle:implement|adopt|renew, segment:smb|mm|ent, persona:admin|user|exec, milestone:kickoff|go-live|qbr, asset:checklist|training|dashboard|deck|plan|case-study, health:green|yellow|red, status:approved|draft|deprecated.
Import canonical links (implementation checklist, training, ROI dashboards, QBR deck, success plan, support/SLA links). Assign owners.
Publish a Public Page for the customer; keep internal notes and renewal strategy private.
Enforce SSO/SAML, set roles, and review audit logs monthly.

Integrations you’ll likely use

Link to the single source of truth—permissions remain enforced where content lives.

CRM/CS: Salesforce, HubSpot, Gainsight, Totango, Catalyst
Analytics/BI: Mixpanel, Amplitude, GA4, Looker/Looker Studio, Tableau
Support/Helpdesk: Zendesk, Intercom, Service Cloud (link KB & status)
Docs/Training: Notion, Confluence, LMS (LearnDash, TalentLMS)
Survey/Feedback: Typeform, SurveyMonkey, Delighted (CSAT/NPS)
Billing/Security: Stripe, Trust pages, SOC/ISO summaries

Also see: Customer Support · Public Pages · Scoped Search · Roles & Permissions

Starter taxonomy (copy & adapt)

Lifecycle & Segment

lifecycle:implement · lifecycle:adopt · lifecycle:renew
segment:smb · segment:mm · segment:ent

Persona & Milestones

persona:admin · persona:user · persona:exec
milestone:kickoff · milestone:go-live · milestone:qbr

Assets, Health & Status

asset:checklist · asset:training · asset:dashboard · asset:deck · asset:plan · asset:case-study
health:green · health:yellow · health:red
status:approved · status:draft · status:deprecated

Launch your customer portal

Common questions & objections

“We already email onboarding packets.”
Keep sharing—but point to one canonical portal that auto-updates, so customers never use stale docs.

“Admins vs. users vs. execs need different links.”
Segment by persona tags and publish targeted Public Pages; keep internal renewal notes private.

“Another thing to maintain?”
You save canonical URLs; content stays in CRM/CS/Drive/BI. Portals update themselves as links change.

“Security/permissions?”
Enforce SSO/SAML, least-privilege roles, and audit logging. Sensitive content remains protected at the source.

Faster time-to-value, smoother renewals

CS teams use Linkinize to align customers on the plan, progress, and ROI—while keeping internal strategy private and auditable.

• One hub for onboarding, training, success plans & QBRs
• Customer-facing, read-only portals
• SSO/SAML, roles, and audit logging
• Works with Salesforce/HubSpot, Gainsight/Totango, Mixpanel/Looker

Start Your Free Workspace

Frequently Asked Questions

Do we store files in Linkinize?: No—Linkinize stores links and metadata. Files live in CRM/CS, BI, or Drives with native permissions.
Can we run multiple portals per customer?: Yes—create separate Public Pages per persona or program, or scope by tags for targeted views.
How do we track health and milestones?: Use health:* and milestone:* tags, and link to the canonical health dashboard in your CS platform.