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)
Last updated
Was this helpful?