Use case · Onboarding & activation

Get every customer to value — faster than your fastest one today.

Onboarding is where customer relationships are decided. Superhawk tracks every activation milestone, catches stuck onboardings the hour they stall, and fires the right intervention automatically.

The Problem

The deal closed two weeks ago. Where is the customer right now?

01

Invisible stalls

The customer hasn't logged in for nine days. Nobody on your team knows. The CSM assumes onboarding is 'in progress.' It isn't.

02

Generic playbooks

The same 14-day email sequence fires for a 5-seat startup and a 500-seat enterprise. One needs a quick-start guide. The other needs a rollout plan.

03

The handoff cliff

Sales closes. CS picks up. FDE gets looped in. Three teams, three tools, none with the full picture. Context dies at every handoff.

04

Time-to-value as vanity metric

You report median TTV at 18 days. But that median doesn't include the 22% of accounts that never activated at all.

Capability

Tracks every milestone in real time.

From contract signed to value confirmed — every stage, every account, always current.

Onboarding Journey148 accounts in pipeline

Contract signed

148

Welcome call

142

Integration live

118

First workflow

89

Team rollout

52

Value confirmed

34

AccountStageHealthStatus
Acme CorpIntegration live82on track
NovaBridgeFirst workflow41stalled
Canopy AIWelcome call90on track
Helios StackTeam rollout28at risk
ArclightIntegration live55stalled
PeakFlowFirst workflow76on track
StratosValue confirmed95complete
Capability

Catches stuck accounts the hour they stall.

Every intervention is signal-driven, context-rich, and routed to the right person automatically.

Live Interventions5 active

Trigger

No login > 5 days post-welcome

Action

Re-engagement email from CSM with setup guide link

Auto-sent

Trigger

Integration not started by Day 7

Action

FDE introduction + calendar link for tech setup call

Pending review

Trigger

First workflow not created by Day 14

Action

CSM call scheduled + workflow template shared

Auto-sent

Trigger

Health score drops > 15 pts in 48hrs

Action

Escalation to CSM lead with full context brief

Triggered

Trigger

Champion hasn't invited team by Day 21

Action

Multi-stakeholder outreach with rollout playbook

Pending review
Capability

Different journeys for different shapes.

Not every customer onboards the same way. Superhawk runs the right journey for each account shape automatically.

Journey Templates6 configured
JourneyAccountsStagesAvg days
SMB self-serve84411
Mid-market guided42624
Enterprise rollout12845
Technical integration28518
Migration from competitor16732
Expansion (new team)2249
Capability

Loops in FDEs for technical stalls.

When the blocker is technical, the right person sees the right detail. No context lost at the handoff.

What FDE sees
Integration statusOAuth connected, webhook pending
API calls (24h)342 (12 errors)
Blocked onSSO config — IT ticket #4892 open
Technical health62 / 100
Suggested actionSchedule SSO walkthrough with IT admin
Technical stall detected
What CSM sees
Onboarding stageIntegration live (Day 11)
Stakeholder engaged2 of 4 (VP Ops inactive)
Health trajectoryDeclining — down 14 pts this week
Renewal impact$67K ARR, renewal in 11 months
Suggested actionLoop in VP Ops before team rollout
Stakeholder gap flagged

42%

Faster time-to-first-value

3x

More accounts onboarded per CSM/FDE

58%

Drop in onboarding abandonment

28 days

Reduction in activation time

FAQ

Common questions

Can Superhawk track product-specific onboarding milestones?

Yes. You define the milestones that matter for your product — first login, integration connected, first workflow created, team invited, whatever signals value in your context. Superhawk tracks each one per account in real time.

How does it handle different segment tracks?

You configure journey templates by segment — SMB, mid-market, enterprise, migration, expansion. Each template has its own milestones, timelines, and intervention rules. Accounts are automatically assigned based on attributes at close.

What happens when an account stalls?

Superhawk detects stalls within hours based on milestone gaps and usage patterns. It fires the configured intervention — a re-engagement email, an FDE introduction, a CSM escalation — depending on the stall type and account tier.

Does this replace our product analytics tool?

No. Superhawk ingests signals from your existing product analytics (Amplitude, Mixpanel, Pendo, etc.) and combines them with CRM, support, and communication data. It reasons across all of them — your analytics tool doesn't do that.

How does it handle enterprise accounts with multiple stakeholders?

Superhawk tracks engagement per stakeholder — who's active, who's gone dark, who hasn't been looped in yet. It surfaces gaps like 'VP Ops hasn't logged in and is the budget holder' so your CSM knows where to focus.

Can customers see their own onboarding progress?

Not directly from Superhawk today. But the milestone data can be pushed to your customer-facing portal or shared in automated check-in emails that show progress against their specific activation plan.

What about technical implementations that need engineering support?

That's what the FDE loop is for. When Superhawk detects a technical stall — failed API calls, incomplete integrations, SSO blockers — it routes to your FDE with full technical context. The CSM sees the business impact; the FDE sees the technical detail.

Find every stuck onboarding in your book.

Stop losing customers in the first 90 days. See every stall. Fix it before they go dark.