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/// PROBLEM
HAPPIER CUSTOMERS
FREQ 8/10
AUTO 7/10
/// EVERGREEN
New customers drop off before they see value.
FREQUENCY ████████░░ 8/10
COST █████████░ 9/10
AUTOMATABLE ███████░░░ 7/10
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/// OCCUPATIONS THAT OWN IT
Customer Success Manager
SUPPORT
Onboarding Specialist
SUPPORT
/// TASKS THAT DISSOLVE IT
Chase a stalled onboarding step
email
Send a personalized onboarding kickoff email
email
Write a 30 day onboarding plan for a new customer
report
/// GOALS IT BLOCKS
Get {n} percent of new customers to first value
onboarding_success_pct