🧭 ◀ 04 · Onboarding Playbook | 🏠 Home | 06 · Customer Health ▶
4 funnel stages · 2x retention at 4+ features · 3 signals tracked
📈 A customer can be fully onboarded and still churn. Onboarding gets them to one win. Adoption is what turns that one win into a habit they'd miss if it disappeared.
| Stage | What it looks like | CSM focus |
|---|---|---|
| Exposed | Customer knows the feature or workflow exists | Make sure it's visible, not buried |
| Activated | They try it once | Reduce friction on the first attempt |
| Used | They complete it successfully | Confirm they got the outcome they expected |
| Used again | It becomes routine | This is the actual finish line, not first use |
💡 Customers who adopt four or more core features show roughly double the retention rate of customers who only ever scratch the surface. Depth of adoption matters more than breadth of login activity.
| If you see this | Do this |
|---|---|
| Single-user dependency | Push a second stakeholder into the product before day 30 |
| Shallow usage after 60 days | Run a targeted feature walkthrough tied to their stated goal, not a generic tour |
| Usage dropped after a strong start | Reach out before the health score catches it, don't wait for the dashboard |
| Team using the product differently than intended | Realign on the workflow, this is often a sign of unclear onboarding, not a bad customer |