Outcomes Product Success Teams Achieve
Workflows for Product Success Teams
From implementation kickoff to full adoption, support every customer's journey.
Onboarding Milestone Tracking
Monitor progress through key onboarding steps and intervene when needed.
- Track completion of setup steps: integrations, invites, first actions
- See which milestones each customer has completed
- Get alerts when customers stall at specific steps
- Compare onboarding velocity across customer cohorts
Adoption Monitoring
Understand how deeply customers are using your product.
- Track feature adoption across all customer accounts
- Identify which features drive the most engagement
- Spot customers who haven't discovered key features
- Monitor weekly/monthly active users per account
Proactive Engagement
Reach out at the right moment with personalized guidance.
- Automated check-ins based on onboarding progress
- AI-drafted emails with specific next steps for each customer
- Trigger outreach when usage patterns indicate confusion
- Share relevant resources based on where they are in the journey
Implementation Playbooks
Standardize success with your proven onboarding process.
- Store implementation guides in your knowledge base
- AI references your playbooks when drafting communications
- Ensure consistent messaging across your team
- Update playbooks and immediately improve all AI outputs
Success Planning
Set and track goals for each customer relationship.
- Define success metrics for each account
- Monitor progress toward customer goals
- Identify accounts that need additional attention
- Prepare for business reviews with usage data
A Day in the Life with Product Success Agent
Onboarding dashboard review
Check which new customers completed setup yesterday. Acme Corp finished integrations—time to introduce advanced features.
Stalled customer outreach
Three customers haven't logged in for 5 days. AI drafts personalized re-engagement emails highlighting quick wins.
Implementation call prep
Before your call with TechStart, pull their usage data. They've used reporting but haven't set up automations yet.
Proactive milestone nudge
Customer Health shows 5 accounts stuck at the 'invite team' step. Send batch of AI-drafted emails explaining the value of collaboration.
Success review prep
Compile usage trends and milestone completion for tomorrow's QBR. Everything's in one view—no spreadsheet wrangling.
The Product Success Difference
Beyond Customer Success
Product Success bridges the gap between implementation and ongoing success. While CS focuses on retention, Product Success ensures customers actually achieve value from day one.
Proactive, Not Reactive
Don't wait for customers to complain. Product Success Agent monitors adoption patterns and alerts you to engagement issues before they become churn risks.
Connects to Your Implementation Stack
Pull data from the tools you already use