Skip to main content

Stalled Onboarding Accounts

Offering support

Julie Zehntner avatar
Written by Julie Zehntner
Updated over a week ago

Summary

  • These customers started onboarding, but stalled. This play catches them in the pause, offering a nudge, support, and incentive to resume before it’s too late.

Why this works

  • Targets drop-offs early in the lifecycle

  • Uses smart timing (7–14 days post-signup) to stay relevant

  • Offers easy, personalized paths back to progress

Goal

(1) For the reader

Reignite onboarding momentum for customers who’ve paused.

(2) For the company

Improves activation rates and retention by preventing mid-onboarding churn.


Accoil Signal

(1) Primary signal

  • Lifecycle: 7–14 days since signup

  • Low activation

  • No usage in past 7 days

  • Still in new customer onboarding stage

(2) Additional insights

  • No interaction with key features

  • Segments by value or industry (optional)n- (if have attributes configured)


Action steps

    • Filter accounts:

      • 7–14 days old

      • Low activation

      • No recent product activity

  1. Launch Messaging

    • Personalized emails + reminders

    • Point to next key onboarding step

    • Offer quick-start content

  2. Use In-App Nudges

    • Timed reminders when they log back in

    • Highlight activation blockers or gaps

    • Offer resume button or checklist

  3. Offer Light Incentives

    • Free onboarding call

    • Extended access

    • Bonus templates or resources

  4. Track and Adapt

    • Use connections to send insights to the tools your team uses

    • Watch for resumed activity

    • Follow up with support if they stall again

    • Flag those who fully re-engage for follow-up later


Supporting metrics

Metrics

How to measure in Accoil

Reactivation Rate

% resuming activity post-messaging

Onboarding Completion

% reaching milestone post re-engagement

Long-Term Retention

30/60/90-day usage retention from recovered accounts

Feature Usage Growth

# of key features used after nudging



Did this answer your question?