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.
Track activation milestones
Monitor the key actions that signal a customer is moving from setup into real product adoption.
Surface stalled accounts fast
Identify customers who started onboarding but stopped progressing before they disappear from view.
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.
Prep for the next customer conversation.
Answers from your account and portfolio data. Prep for intervention, renewal, and expansion. Not a generic chatbot. Every answer starts from health scores, risk signals, activity, and account context.
See everything about an account in one view.
Health score, risk factors, recommended contacts, activity timeline, and CRM data in one screen. No more toggling between tabs or piecing together spreadsheets.
Synthwave AI
synthwave.ai · SaaS · 24 users
33
CriticalRisk factors
Activity down 60%
No logins in 16 days
Champion gone silent
Recommended Contact
Liv Berg
VP Product · liv@synthwave.ai
Team onboarding
Last 7 days
Started
143
Active (3+ events)
112
Completed
81
Stuck
31
Stuck right now
3 accountsSynthwave AI
3d 2h
Nextera
2d 8h
CloudOps
2d 1h
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.
Scores powered by real usage + CRM signals.
Five weighted signals (activity, engagement, milestones, recency, and CRM) scored via the Signal Stack, using the same blend the product runs once CRM is connected.
The Signal Stack
How health scores are calculated
Activity
30%
Engagement
17%
Milestones
13%
Recency
26%
CRM
15%
+ CRM Intelligence
Expansion Brief
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.
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.