The customer success platform for B2B SaaS·Book a call·Setup in 10 minutes·Trusted by CS teams
The customer success platform for B2B SaaS·Book a call·Setup in 10 minutes·Trusted by CS teams
All Use Cases
Use Case

Turn stalled onboarding into activated customers.

FirstDistro shows where customers stop progressing, flags onboarding risk early, and helps your team recover accounts before activation slips.

Why this matters

Onboarding is where preventable churn begins.

Customers rarely churn because of one bad moment. More often, they get stuck during setup, delay rollout, or never reach the milestones that create long-term retention.

How FirstDistro helps

See onboarding risk before customers go quiet.

01

Track activation milestones

Monitor the key actions that signal a customer is moving from setup into real product adoption.

02

Surface stalled accounts fast

Identify customers who started onboarding but stopped progressing before they disappear from view.

03

Intervene before time-to-value slips

Give your team a clear signal on who needs help now so more accounts make it to activation.

Platform

One place to monitor progress, risk, and next steps.

Pull onboarding and product activity into one connected view.

FD
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Ask FirstDistro

Ask your customer data a question — or prep for the next customer conversation.

Grounded answers from your actual account and portfolio data, plus prep support for intervention, renewal, and expansion conversations. Not a generic chatbot — every answer starts from real health scores, risk signals, activity data, and account context.

Customer Intelligence

See everything about an account in one view.

Health score, risk factors, recommended contacts, activity timeline, and CRM data — unified in one screen. No more toggling between tabs or piecing together spreadsheets.

Synthwave AI

synthwave.ai · SaaS · 24 users

42

Critical

Risk Factors

Activity down 60%

No logins in 8 days

Champion gone silent

Recommended Contact

SC

Sarah Chen

VP Product · sarah@synthwave.ai

Team Onboarding

Last 7 days

Active

Started

143

Active (3+ events)

112

Completed

81

Stuck

31

Stuck Right Now

3 accounts

Synthwave AI

3d 2h

Nextera

2d 8h

CloudOps

2d 1h

Journey Tracking

Know exactly where customers get stuck.

Define custom journeys — onboarding, activation, adoption — and get alerted the moment customers stall. Detect behavioral decay before it becomes churn.

Health Scores

Scores powered by real usage + CRM signals.

Four behavioral signals — activity, engagement, milestones, and recency — scored via the Signal Stack. Add CRM intelligence for scores that actually predict retention.

The Signal Stack

How health scores are calculated

Activity

40%

Engagement

30%

Milestones

20%

Recency

10%

+ CRM Intelligence

Contact depthDeal healthActivity recency
Attio
Attio
HubSpot

Expansion Brief

Expansion
MJ

Maya Jones · Northstar AI

Champion pulling in adjacent teams

Why now

Usage is broadening beyond the original team and momentum is still climbing.

Growth signal

Three new teams became active and feature depth increased 18% this month.

Who to involve

Keep the champion in the loop and bring in the VP Product for the broader rollout conversation.

Next move

Book an expansion call this week around cross-team rollout and the next package tier.

InterventionRenewalExpansion
Prep Me
Expansion

Spot revenue moments before they go cold.

When product depth grows, more teams activate, and champions pull in new stakeholders, FirstDistro highlights the account and suggests the expansion move.

Usage depthNew teams activeChampion pullExpansion brief

Get started

Recover more accounts during onboarding.

Install the SDK, connect your CRM, and start working from clearer account health signals in minutes.

Onboarding Drop-Off Recovery | FirstDistro