Onboarding Activation

What It Is

Activation rate measures how far users or accounts have progressed in completing the key steps needed to unlock your platform’s core value. It’s the ultimate early indicator of success and customer health.

Why It Matters

Activation sets the tone for everything that follows:

• High activation rates mean users are reaching value quickly, leading to higher retention and a stronger foundation for long-term success.

• Low activation rates indicate friction, confusion, or gaps in your onboarding process—potentially putting users at risk of churn.

The faster you guide users to their “Aha!” moment, the better your chances of turning them into loyal customers.

How It’s Measured

Activation rate tracks the percentage of onboarding steps completed:

Formula:
Activation Rate = (Steps Completed / Total Steps) × 100

Example:

• A user completes 5 out of 7 steps → Activation rate = 71%, showing they’re on track to success.

• A user stuck at 2 out of 7 steps → Time to step in and clear obstacles.

Signals to Watch

• Healthy Accounts: Activation rates of 70% or higher show users are progressing well and are on the path to realizing your platform’s full value.

• Warning Signs: Activation rates below 40% suggest users may be dropping off before they experience meaningful value.

Who Uses It and How

• Onboarding Teams: Ensure users hit their activation milestones quickly to minimize drop-offs and maintain customer health.

• Product Managers: Identify bottlenecks in the onboarding journey and refine the process for smoother progression.

• Sales Teams: Use activation data to engage with leads at the right moment, converting them into paying customers.

Why It’s Part of Customer Health

At Accoil, onboarding activation is a cornerstone of customer health. It’s not just about getting users through the door—it’s about ensuring they experience value from the very beginning.

By focusing on activation, you lay the groundwork for retention, loyalty, and long-term success. After all, every loyal customer begins with a strong and successful first step.