What 300+ Customer-Success Leaders Taught Us About Plugging Your Onboarding Leaks

Jose Kuttan

Jun 30, 2025

Five warning lights, each with a copy-paste checklist

Signal 1: Early-Session Drop-Off

Up to 75% of new users leave within the first week if they don’t see value fast.

Checklist

  • ☐ Instrument a First-Five-Minutes funnel (3–5 aha events) in Amplitude or Heap

  • ☐ Trigger a Slack/Teams alert when completion falls below 35%

  • ☐ Launch a Jump-to-Value voice macro in Fluidworks to guide lost users through those steps

  • ☐ Run a 48-hour A/B test with a 10% hold-out; keep if drop-off improves

Signal 2: Week-1 Ticket Spike

GrowthMentor cut tickets by 83% after adding in-app guidance.

Checklist

  • ☐ Tag tickets from accounts ≤ 7 days old in Zendesk or Intercom

  • ☐ Flag a spike when tickets per WAU exceed 0.4

  • ☐ Feed FAQ videos and docs to Fluidworks so the agent answers “How do I…” in the product

  • ☐ Track tickets per WAU daily; aim for a 20% drop in the first week


Signal 3: Rage-Clicks and 15-Second Stalls

Rapid-fire clicks predict churn better than most surveys.

Checklist

  • ☐ Enable rage-click events in FullStory, Microsoft Clarity, or Heap

  • ☐ Send an alert when more than 5% of sessions on a page show rage-clicks

  • ☐ Configure Fluidworks to pop up and complete the task when a rage-click occurs

  • ☐ Log the troublesome UI element and open a UX-fix ticket

Signal 4: Core-Feature Non-Adoption

Median core-feature adoption is 24.8% by day 7.

Checklist

  • ☐ Identify the single feature that delivers first value (e.g., first report sent)

  • ☐ Create a cohort of users who haven’t triggered that event by day 7

  • ☐ Have Fluidworks deliver a 30-second walkthrough plus “Do it for me” when they arrive

  • ☐ Review adoption every Friday; push toward at least 30% in month 1


Signal 5: CSM Capacity Drain

Two-thirds of CSMs spend a significant slice of time on repeat demos.

Checklist

  • ☐ Time-track one sprint to measure hours spent on basic walkthroughs

  • ☐ List the five most common screen-share demos

  • ☐ Turn each into a Fluidworks voice-plus-cursor script

  • ☐ Reassign saved hours to QBRs, expansions, and at-risk accounts; monitor escalations

Make It Stick

  1. Instrument, Alert, Automate

    Track each KPI, fire alerts, then let Fluidworks tackle the loudest leak.

  2. Prove Causality

    Keep a 10% dark cohort for every new agent flow; measure real lift.

  3. Iterate Weekly

    Each Friday, review drop-off %, tickets per WAU, rage-click %, and feature adoption.

    Update your guides wherever the numbers fall flat.

Copy these checklists into your task board, assign owners, and start watching your activation curve move up ,this quarter, not next year.

What 300+ Customer-Success Leaders Taught Us About Plugging Your Onboarding Leaks

Jose Kuttan

Jun 30, 2025

Five warning lights, each with a copy-paste checklist

Signal 1: Early-Session Drop-Off

Up to 75% of new users leave within the first week if they don’t see value fast.

Checklist

  • ☐ Instrument a First-Five-Minutes funnel (3–5 aha events) in Amplitude or Heap

  • ☐ Trigger a Slack/Teams alert when completion falls below 35%

  • ☐ Launch a Jump-to-Value voice macro in Fluidworks to guide lost users through those steps

  • ☐ Run a 48-hour A/B test with a 10% hold-out; keep if drop-off improves

Signal 2: Week-1 Ticket Spike

GrowthMentor cut tickets by 83% after adding in-app guidance.

Checklist

  • ☐ Tag tickets from accounts ≤ 7 days old in Zendesk or Intercom

  • ☐ Flag a spike when tickets per WAU exceed 0.4

  • ☐ Feed FAQ videos and docs to Fluidworks so the agent answers “How do I…” in the product

  • ☐ Track tickets per WAU daily; aim for a 20% drop in the first week


Signal 3: Rage-Clicks and 15-Second Stalls

Rapid-fire clicks predict churn better than most surveys.

Checklist

  • ☐ Enable rage-click events in FullStory, Microsoft Clarity, or Heap

  • ☐ Send an alert when more than 5% of sessions on a page show rage-clicks

  • ☐ Configure Fluidworks to pop up and complete the task when a rage-click occurs

  • ☐ Log the troublesome UI element and open a UX-fix ticket

Signal 4: Core-Feature Non-Adoption

Median core-feature adoption is 24.8% by day 7.

Checklist

  • ☐ Identify the single feature that delivers first value (e.g., first report sent)

  • ☐ Create a cohort of users who haven’t triggered that event by day 7

  • ☐ Have Fluidworks deliver a 30-second walkthrough plus “Do it for me” when they arrive

  • ☐ Review adoption every Friday; push toward at least 30% in month 1


Signal 5: CSM Capacity Drain

Two-thirds of CSMs spend a significant slice of time on repeat demos.

Checklist

  • ☐ Time-track one sprint to measure hours spent on basic walkthroughs

  • ☐ List the five most common screen-share demos

  • ☐ Turn each into a Fluidworks voice-plus-cursor script

  • ☐ Reassign saved hours to QBRs, expansions, and at-risk accounts; monitor escalations

Make It Stick

  1. Instrument, Alert, Automate

    Track each KPI, fire alerts, then let Fluidworks tackle the loudest leak.

  2. Prove Causality

    Keep a 10% dark cohort for every new agent flow; measure real lift.

  3. Iterate Weekly

    Each Friday, review drop-off %, tickets per WAU, rage-click %, and feature adoption.

    Update your guides wherever the numbers fall flat.

Copy these checklists into your task board, assign owners, and start watching your activation curve move up ,this quarter, not next year.