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Analysis / Product analytics and activation

Identify trial accounts that finish onboarding

Join trial dates to onboarding milestones, measure completion before expiry, and prepare a review queue of stalled or unobservable account steps.

A starting point for

Product manager · Product analyst

Bring this question into Chat

Your starting prompt.

Join [trial account export] to [onboarding events] and calculate completion of each required milestone before trial expiry. Group accounts by trial start week and [plan]. Show completed, stalled and unobservable milestones, days remaining and the account counts at each stage. Prepare an aggregate product review and a proposed followup queue; do not send messages or treat completion as guaranteed purchase intent.

Copy this starting point, then replace the placeholders with your own inputs.

Method and review

Keep the assumptions visible.

Agree on event definitions, identity rules and cohort windows. Check instrumentation coverage before comparing activation, retention or engagement.

For this task, check

Trial completion indicates observed product progress, not confirmed buying intent.

This starting prompt has no published worked example yet. Begin with a small sample and check the calculations before relying on the result.

Before you begin

  • Bring exports you are allowed to upload, or data your Workspace can already query.
  • Choose the reporting period and agree what each record represents.

Work with permitted files or queryable data. Verify the result against the original records.

Take the next step

Make it your investigation.

Copy the prompt above, create or open your Workspace, and paste it into Chat. Add the inputs you have permission to use and adapt the assumptions with your agent.

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