Onboarding Playbook

Value of This Blueprint

Successful onboarding is key to long-term retention. This blueprint automates personalized outreach based on customer engagement to ensure every new user reaches activation efficiently.

High-Level Strategy

Drives engagement-based onboarding workflows:

• Uses branching logic to adapt communications to engagement levels
• Proactively triggers outreach when product engagement drops
• Helps CSMs focus their time where it’s most impactful

Technical Guidance

Requires event tracking, lifecycle configuration, and (optionally) existing onboarding automations to connect into.

What’s Included in This Blueprint

• Multi-Branch Onboarding Playbook
• Engagement-Based Automation Logic
• Onboarding Flow Documentation Template