Use case / activation
Find the moment onboarding stops producing value.
Connect the journey, account context and support friction so teams can act on the most consequential activation gap.
What it meansproduct behavior
Raison surfaces the step, affected segment and timing without pretending correlation is cause.
Inspect this section↓Useful when- Activation has a defined value event
- Journey events can be segmented
- Teams can run a reversible test
Not enough when- The value event is undefined
- Identity across users and accounts is unreliable
- No one owns the onboarding change
Quick answerThe essential answer stays immediate; every next section adds inspectable depth.
01Locate
Move from aggregate drop-off to a specific blocked behavior.
Raison surfaces the step, affected segment and timing without pretending correlation is cause.
Why it mattersRaison surfaces the step, affected segment and timing without pretending correlation is cause.
How to inspect itVerify it together with its definition, source owner and freshness. A label without that context is not decision evidence.
What it does not proveThis item can support or challenge an interpretation. On its own, it does not establish causality or authorize an action.
02Inspect
Bring qualitative friction beside product telemetry.
Support themes and success notes add context while source boundaries remain visible.
Why it mattersSupport themes and success notes add context while source boundaries remain visible.
How to inspect itVerify it together with its definition, source owner and freshness. A label without that context is not decision evidence.
What it does not proveThis item can support or challenge an interpretation. On its own, it does not establish causality or authorize an action.
03Test
Make the next action small enough to learn from.
Teams define the intervention, owner, expected movement and review window.
Why it mattersTeams define the intervention, owner, expected movement and review window.
How to inspect itVerify it together with its definition, source owner and freshness. A label without that context is not decision evidence.
What it does not proveThis item can support or challenge an interpretation. On its own, it does not establish causality or authorize an action.
Operating detailSources, constraints, roles and review criteria—without marketing shortcuts.
04Behavior sequence
Find the exact step where shared value stops.
Compare invited-user, role setup, data connection and first shared outcome by segment rather than relying on one aggregate funnel.
Why it mattersCompare invited-user, role setup, data connection and first shared outcome by segment rather than relying on one aggregate funnel.
How to inspect itVerify it together with its definition, source owner and freshness. A label without that context is not decision evidence.
What it does not proveThis item can support or challenge an interpretation. On its own, it does not establish causality or authorize an action.
05Reversible test
The next move is designed to teach the team.
A guided setup intervention names the affected segment, owner, expected movement and support guardrail.
Why it mattersA guided setup intervention names the affected segment, owner, expected movement and support guardrail.
How to inspect itVerify it together with its definition, source owner and freshness. A label without that context is not decision evidence.
What it does not proveThis item can support or challenge an interpretation. On its own, it does not establish causality or authorize an action.
Continue the decision journey
Continue to retention