Map the first 30-90 days to deliver quick wins, set expectations, and prove value before customers question their decision to buy from you.

Most churn happens in the first 90 days. Customers buy with optimism, then reality hits setup is harder than expected, results take longer, or they don't know how to use what they bought. Strong onboarding prevents this. It delivers quick wins that prove value, sets realistic expectations, and ensures customers achieve their desired outcome before the honeymoon ends. Without structured onboarding, customers drift, disengage, and churn. With it, they succeed early and stick around. This chapter shows you how to design the first 30-90 days to activate customers, prove value fast, and set the foundation for long-term retention.
Most churn happens in the first 90 days when customers don't see value fast enough. Strong onboarding proves value early. Feedback loops surface problems before they become cancellations. Health monitoring spots at-risk accounts. Make retention systematic, not reactive.
See playbook
Proactively help customers achieve desired outcomes to drive retention and expansion by ensuring they extract maximum value from your solution.
Track how customers interact with your product to identify power users, detect at-risk accounts, and guide feature development toward actually valuable capabilities.
Combine usage, engagement, and satisfaction signals into one metric that predicts churn risk so customer success teams prioritise accounts needing intervention.
Define events that start automation workflows so the right message reaches people at the right moment based on their actual behaviour not arbitrary timing.
Connect triggers to actions across systems so repetitive tasks happen automatically and teams can focus on work that requires judgement instead of admin.