Checklist for Marq success

We’ve seen our customers do incredible things to plan for change and adopt Marq

The Marq success model

While we encourage you to follow this model from the start, it can be used in year 2, 3, and beyond. The purpose of this document is to give you a pathway to success. If you find yourself needing more help with your rollout or adoption, our Customer Success team is available to assist. We captured best practices and developed the Marq Success Model (pictured above). Our model gives administrators a process and tools for leading the people side of your change to Marq.

If followed, this model will help you:

  1. Increase the speed of adoption
  2. Optimize utilization
  3. Improve the overall user experience


  • Analyze current state
  • Define "the why" (vision)
  • Determine what success looks like
  • Set success measures


  • Send out a survey to your users
  • Aggregate quantitative and qualitative data
  • Assess usage
  • Executive Business Review with your Customer Success Manager
  • Review goals
  • Define next future state and set goals


  • Identify audiences
  • Develop key messages and timing
  • Determine content, delivery method, frequency, and sender
  • Create a plan for ongoing training
  • Identify site-based leaders
  • Who are your users accountable to? Who are the 'people who lead people'?
  • Develop an incentive plan
  • Predict and plan for managing resistance
  • Managing Resistance
  • Empower site-based leaders
  • Equip leaders with communication and strategies for recognizing success and addressing resistance


  • Implement plans
  • Drive Marq adoption
  • Provide ongoing support for site-based leaders
  • Follow up and monitor progress
  • Check-in on your goals, scheduled events, and to-do items.