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)

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