Summary
This play identifies active customers using only a fraction of the product’s core features. By surfacing these accounts and delivering tailored enablement, you can drive deeper adoption, boost satisfaction, and improve long-term retention.
Why this works
Focuses on driving product value realization.
Reduces churn by fixing early-stage under-adoption.
Leverages Accoil insights to personalize outreach by role, tier, and usage gaps.
Goal
(1) For the reader
Re-engage low-adoption accounts with targeted support to increase satisfaction and retention.
(2) For the company
Improve feature adoption across strategic accounts to reduce churn and unlock expansion potential.
Accoil Signal
(1) Primary signal
Account = Active paying customer
Core feature adoption is limited
Product usage is narrow or underutilized
(2) Additional insights
Admins or power users identified
Early or mid-lifecycle
High-value or strategic tier
Action steps
1. Segment Low-Adoption Accounts
Use Segments to isolate customers using few core features
Filter by account tier, role, and lifecycle stage
2. Initiate Targeted Outreach
Use Accoil’s Connections or CRM integrations to:
Trigger personalized messaging via connected systems
Hand off key accounts to CS or Marketing for tailored follow-up
Export a list for outreach if running externally
3. Share Enablement Content
Reference data from insights to guide messaging:
Recommend 1–2 high-value features not yet explored
Link to quick-start guides, videos, or use-case pages
Tailor based on the user’s role or industry
4. Offer Live Support
Suggest team training or short 1:1 onboarding calls for qualified accounts
Position it as a value add, not a fix
Reinforce how others in similar roles see value after adoption
5. Monitor Adoption Progress
Use Signals and account-level activity views to track feature usage post-outreach
Look for new modules activated
If engagement stays flat, route to CS for deeper intervention
Tag successes for potential testimonial or upsell
Supporting metrics
Metrics | How to measure in Accoil |
Feature Adoption Lift | % increase in core module usage |
Post-Campaign Engagement | Spike in logins or sessions after enablement push |
Retention Stability | % of engaged accounts still active after early life cycle stage |
Expansion Potential | # of accounts progressing toward full product usage |