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Growth & Conversion

Build a product activation checklist with customer evidence

Help new users reach their first useful result.

Define the first result precisely

For an analytics product, connecting an account may be necessary, but viewing a verified report could be the real milestone. Ask new customers which result lets them do useful work. Identify tasks that are optional for some use cases.

Define the first result precisely. Make the checklist recoverable. Validate against later use.
Key decisions covered in this article.

Make the checklist recoverable

Show which tasks are complete and explain what to do when a connection fails. Offer a way to skip tasks that do not apply. Keep the actions short enough to test without needing the original onboarding team.

Validate against later use

Compare completion and repeat use across comparable customers. If users check every item and still leave, inspect whether the milestone is useful or just easy to record. Update the checklist when the product or customer workflow changes.

Try a related tool

Find the share of eligible visits that completed a defined action. Count at most one conversion per visit for this calculation.

Open Conversion Rate