See which onboardings need intervention before they stall
Activation milestones, support activity, and account context are watched continuously, producing a triage view with blockers, risk level, and the next action for the owning CSM.
Stalled onboardings are caught early. Activation milestones in PostHog, support activity in Intercom, and deal data in Salesforce are cross-referenced to show exactly which new customers are stuck and where, so CSMs can intervene before momentum is lost.
What changes
| Dimension | Before | With Doe |
|---|---|---|
| Progress visibility | Manual check-ins (weekly at best) | Daily milestone tracking with alerts when accounts stall |
| Stuck customer detection | Discovered when they complain or disengage | Caught early based on actual product usage |
| Tracking method | Salesforce task list (rarely updated) | Automated from actual product usage |
| CSM time investment | Hours each week checking on accounts manually | Focus only on accounts that need help |
How Doe tracks onboarding progress
SalesforceDoe found 3 accounts that closed this week: one enterprise with a 10-step implementation, two starters on quick-activation flows
PostHogOne account completed first login and integration setup but stalled at team invites. Another hasn't logged in after 5 days
IntercomThe stalled account searched "import data" three times but never opened a ticket. The no-login account has zero support engagement
Doe ranked all 3: two on track, one 3x slower than average at the team-invite step and at risk of disengaging entirely
SlackEach flagged account shows where it stalled, how long it has been stuck, and a suggested intervention like a guided setup call
New customers going dark is your biggest risk
A new customer signs the contract, gets a welcome email, and then... silence. Your onboarding CSM checks in after a week and discovers the customer hasn't logged in yet. Or they logged in once, poked around for 10 minutes, and haven't returned. The window to create a positive first impression is closing fast.
You have an onboarding checklist somewhere, probably a Salesforce task list or a Notion doc, but tracking completion across all your concurrent onboardings is impossible manually. You don't know who's completed step 3 but stuck on step 4, who's racing ahead, or who's been stuck for two weeks without asking for help. By the time you find out, you've lost the momentum that makes early adoption possible.
Get started in under 10 minutes
Connect your tools
One-click OAuth for each integration. No API keys, no engineering.
Describe what you need
“Track every new account through first login, integration setup, team invites, and first workflow completion. If anyone stalls for more than 3 days on a step, alert the owning CSM in Slack with what they're stuck on.”
It runs on schedule
Every weekday morning, stalled-account alerts land in your team channel.
Onboarding Progress Tracker FAQ
You define the milestones that matter for your product: first login, key feature activation, integration setup, team member invites, first workflow completed, etc. Doe monitors PostHog events to detect when each milestone is reached and flags accounts that stall at any step.
Related workflows
Stop doing the work your tools should do for you.
Set it up once. Doe runs it every time.
