3

Customer Journey

Visualize and optimize the customer journey from awareness to advocacy

Journey Stages
Customer flow from awareness to advocacy with conversion rates

Awareness

12,400

34.2%

Trial

4,240

62.5%

Activation

2,650

72.8%

Adoption

1,930

66.5%

Expansion

1,284

38.2%

Advocacy

490

Avg Time to Value

4.8 days

-12.5%vs last quarter

Activation Rate

72.8%

+3.4%vs last quarter

Expansion Rate

38.2%

+5.1%vs last quarter

Advocacy Score

8.4

+0.6%vs last quarter
Touchpoint Map
Key touchpoints across the customer journey with time deltas
First Website VisitAwareness

Visitor lands on homepage or blog

Day 0
Content DownloadAwareness

Downloads whitepaper or case study

2.3 days
Day 2
Trial SignupTrial

Creates free trial account

4.1 days
Day 6
First LoginTrial

First login after account creation

0.2 days
Day 6
Onboarding CompleteActivation

Completes onboarding wizard

1.8 days
Day 8
First Core Feature UseActivation

Uses primary product feature

0.5 days
Day 8
Invites Team MemberAdoption

Sends first team invitation

3.2 days
Day 12
Integrations SetupAdoption

Connects first third-party integration

2.1 days
Day 14
Plan UpgradeExpansion

Upgrades from trial or starter plan

18.5 days
Day 32
Submits NPS 9+Advocacy

Submits NPS score of 9 or higher

28.0 days
Day 60
First ReferralAdvocacy

Sends first referral invitation

15.0 days
Day 75
Journey by Segment
Performance metrics across customer segments
SegmentAvg Time to ValueActivation Rate
Enterprise8.2 days82%
Mid-Market5.4 days78%
Startup3.1 days71%
Solopreneur1.8 days65%
Agency6.7 days74%

Key Insights

Customers who complete onboarding within 48hrs have 2.3x higher LTV

LTV+12.4%

Team invite within first week correlates with 68% lower churn risk

Retention+8.7%

Integration setup is the #1 predictor of expansion revenue

Expansion+15.2%

Trial-to-activation drop-off increased 4% this quarter — investigate onboarding flow

Activation-4%