A data-driven checklist that guides new users through the specific actions most correlated with long-term retention. Each item is chosen based on activation metric analysis — these are the behaviors that distinguish users who stay from those who churn.
Show this checklist starting from the first login and keep it active for the first 14 days. It is designed for product teams that have identified their activation milestones and want to systematically guide users toward them.
Guide the user to perform the primary action that correlates with retention — creating a document, sending a message, scheduling a meeting, etc. This is the single most important step.
Encourage the user to come back within 24 hours by sending a reminder email or scheduling a notification. Mark this step when the user logs in for the second time.
Prompt the user to share the product with a colleague or friend. Social connections dramatically increase the likelihood of continued usage.
Guide the user to enable notifications, set up a recurring workflow, or connect an integration — features that create ongoing reasons to return to the product.
Define and track the specific moment where the user experiences the core value — receiving their first response, seeing their first report, completing their first sale — and mark this as the final activation milestone.
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