Tools we work with
Native integration with your onboarding stack.
Product analytics, CRM, customer success tools, and lifecycle email platforms. We plug into your existing flow.
Most churn happens before customers see real value. We run the activation motion that gets them there: AI-guided welcome flows, white-glove enterprise onboarding, health scoring, and proactive intervention before accounts go cold.
A new customer signs up. They get a welcome sequence, a help center link, and a "let us know if you need anything." Two weeks later, they haven't logged back in. Three months later, they cancel. Your CAC just took a hit you can't recover.
Self-serve onboarding works for a slice of users. It fails for everyone else, especially mid-market and enterprise. Those accounts need a human touch, fast, before they decide your product is too complex or not worth the effort.
We run hybrid onboarding. AI handles the predictable flows: welcome sequences, account verification, first-feature walkthroughs. Human operators handle the high-value moments: kickoff calls, integration setup, first-week reviews. Together, they push more accounts to first value, faster.
Personalized onboarding sequences triggered on sign-up. Tuned to user segment, plan tier, and behavioral signals. Customers get the right next step at the right moment, no generic drip.
For high-value accounts: kickoff calls, integration setup, custom configuration, environment validation. Operators who know your product and can pair with your customer's engineers from day one.
We watch the signals: login frequency, feature adoption, support ticket sentiment. When an account trends toward churn, we intervene with a save call before they cancel, not after.
When an account matures past onboarding, we hand off cleanly to your CSM team with full context: usage data, conversation history, open issues, and recommended next plays. No dropped balls.
Typical ranges across our onboarding engagements. Your exact targets get set in the first two weeks based on your funnel data.
We pull your sign-up data, activation funnel, time-to-value metrics, and early churn cohorts. We identify where new customers drop off and what's pulling them across the line.
AI welcome sequences built, segmented by user type. Enterprise onboarding playbook documented with your sales and CSM team. Operator team hired and trained on your product.
New flows go live on a slice of sign-ups. We watch every interaction. Daily standups with your team. Refinement on welcome timing, kickoff scripts, and intervention thresholds.
Full volume live. Weekly activation reviews. Health scoring continuously tuned. Playbook updates roll out as your product changes. The activation rate climbs every month.
What "first value" means changes by industry. SaaS first-feature adoption is not the same as fintech KYC completion.
Product analytics, CRM, customer success tools, and lifecycle email platforms. We plug into your existing flow.
"Activation rate on new enterprise sign-ups went from 42% to 71% in the first two months. The intervention motion alone saves us six figures a quarter on accounts that would have churned silently."
30-minute discovery call. Bring your activation data. We'll show you exactly where new customers are dropping off and what we'd do about it in the first 30 days.