Tracks activation milestones and triggers intervention when accounts stall.
Activation complexity
Medium
Time to activate
10-14 days
Volume share
15-25% of role volume
Impact range
20-35% faster
Inherited pricing
€8.00 – €28.00 per account managed per month
This capability shares the Customer Success Manager's metered unit. A account managed per month is counted once at the role level regardless of which capability handled it. Adding this capability to an active deployment does not change the per-action price.
What this capability handles
Onboarding Progress watches activation milestones across the book, measures against target time-to-value, and triggers intervention — nudges, CSM handoff, or playbook step — when accounts stall.
Workflow summary
Monitors milestones, measures against target, triggers intervention, logs state.
Stages
Decision logic
Uses milestone completion state and target time-to-value to decide auto-nudge, CSM handoff, or playbook escalation.
Systems and data
{CRM,"product analytics","CS platform",messaging}
{"onboarding checklist","usage events","milestone targets","account metadata"}
Exceptions & human handoff
Accounts stalled beyond threshold or with conflicting signals route to the CSM for intervention.
Stall beyond threshold, signal conflict, or strategic-account flag.
Readiness
Onboarding checklist documented, milestone targets agreed, usage telemetry wired.
Owner on client side · Head of Customer Success
Impact contribution
20-30% of role impact comes from onboarding velocity improvements.
Primary KPI · Time-to-onboarding completion · 20-35% faster
The chat opens with Customer Success Manager and Onboarding Progress pre-selected. You can add other capabilities during the conversation.