Analysis / Customer success and renewals
Locate drop-offs in customer onboarding milestones
Use Proforma to locate drop-offs in customer onboarding milestones. Produce onboarding milestone funnel and overdue onboarding account list from your business data.
Customer success leader · Account manager
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Your starting prompt.
Analyze onboarding cohorts started in [period] against our approved milestone sequence. Calculate completion rates, time to each milestone and the number of accounts currently overdue, separating incomplete recent cohorts. Compare segments and owners where samples permit, then identify the most common stalled steps. Show account-level evidence and draft review questions without assuming the milestone alone caused later retention outcomes.
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Method and review
Keep the assumptions visible.
Bring together contract dates, account ownership and permitted customer evidence. Use observed signals to prepare questions and follow-up, without treating a score as a customer decision.
For this task, check
Recent cohorts need enough elapsed time before their milestone completion rates are comparable.
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Make it your investigation.
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