Build an onboarding checklist tied to the first outbound send

Design your onboarding flow around one milestone: sending the first live outbound sequence or campaign, not just logging in or importing contacts. Track progress toward that milestone in-app, and route a customer success call to any account that has not sent one within their first seven days.

Why it works: Accounts that never send a real campaign in week one rarely become long-term users, so onboarding should push directly toward that first live send.