New Customer Onboarding
Day-30 activation correlates more tightly with month-12 retention than almost any other variable in B2B SaaS. The kickoff call plus a Notion link doesn't move the curve. A real per-account plan, run as nudges, with a CSM pulled in when the plan stalls — that moves it.
The problem
Most onboarding programmes run one checklist for every new logo, regardless of role, seniority, or stated use case. The accounts that need the most guidance are usually the worst at asking for it, and the first signal anyone sees is a flat usage chart at the QBR.
How DataChi runs it
DataCHI generates an activation plan from the company profile and the use case the buyer described in the sales cycle. The plan runs as adaptive nudges across email, in-app, and WhatsApp where it's enabled. When milestone progress slips, the account escalates to a named CSM with the full onboarding history and a suggested next step attached.
What's included
- Per-account activation plan generated at signup from CRM and product data
- Adaptive nudges across email, in-app, and WhatsApp
- Health score tied to real milestones, not vanity logins
- Stall detection with CSM escalation and context handoff
- Multilingual onboarding by region
- Activation reporting by segment, plan, and CSM
Who it's for
SaaS, fintech, and PLG teams who want a real onboarding experience for every new logo without staffing one CSM per twenty accounts.
Outcomes
- TTFV measured in days, not weeks, on long-tail logos
- 30/60/90 activation curves that don't collapse at the tail
- Month-6 involuntary churn meaningfully lower in the new cohort
- CSM hours back on the named accounts that need them
Ready to run New Customer Onboarding with DataChi?
See the playbook in action with your data, your stack, and your team.
Book a 20-minute demo