> For the complete documentation index, see [llms.txt](https://docs.churned.io/churned-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.churned.io/churned-docs/co-pilot/use-cases/use-cases-library-co-pilot/b2b-saas/driving-activation-of-new-business-accounts.md).

# Driving Activation of New Business Accounts

Trigger\
A new business customer has signed up or been onboarded but hasn’t activated their first set of users, uploaded data, or completed setup within 7 days.\
Segment: “New, Unactivated”

Action Flow Options\
Co-Pilot randomly selects and tracks the effectiveness of different actions:

* Email with setup checklist or embedded demo video
* WhatsApp or SMS to admin contact offering onboarding help
* Sales-assist task to book a call
* Wait step (control)

Co-Pilot Exploration\
Initially rotates actions → learns which interventions lead to activation (e.g. number of users added, first API call made) → prioritizes top actions.

Next-Best-Action Push\
Winning action is delivered to tools like HubSpot, Customer.io, Salesforce with:

* Dynamic onboarding content
* Channel preference per business size or type
* Time-based nudges (e.g. if no setup after X days)

KPIs Tracked

* Activation rate (setup completion)
* of user added per account
* Email/Message open rate
* Setup-to-retention conversion
* Sales-assist conversion (if used)