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)