Get accounts to their aha moments faster.
Share every new signup with your team in Slack.
Share every new signup with your team in Slack. Get new accounts to their AHA! moment FASTER.
Get accounts to their aha moments faster.
Share every new signup with your team in Slack.
Help busy Ops teams prioritize and focus on the right work. Turn customer events logged in your data warehouse into clear next steps that have real business impact.
Help busy Ops teams prioritize and focus on the right work. Turn customer events logged in your data warehouse into clear next steps that have real business impact.
Help busy Ops teams prioritize and focus on the right work. Turn customer events logged in your data warehouse into clear next steps that have real business impact.
New User Account Playbook
New User Account Playbook
New User Account Playbook
Use data driven alerts to focus on the right accounts at the right time
Use data driven alerts to focus on the right accounts at the right time
Use data driven alerts to focus on the right accounts at the right time
Customer Event
Someone signs up for a new account in your product
Playbook Goals
Ensure account creation is successful.
Reduce the user’s time to their aha or lightbulb moment.
Data Monitored
Events or database records that reflect the creation of accounts or organization (or whatever term you use for a single customer instance of your product).
Trigger Alert When
Alert on new events or records. Exclude any internal or non-production activity.
Overview
One of the most exciting events for young PLG companies—a new signup!
The main goal of this playbook is enhancing the experience for new users of your product—without aggressively selling.
As the expert in your product, you know what activities or behaviors are most likely to lead new users to their lightbulb–i.e. activation–moment.
A data-driven playbook that nudges you (or team members) to reach out to signups and guide them towards that “aha moment” is a no-brainer.
Slack alerts for new accounts can also help busy teams triage and prioritize work so that high-value new signup that’s squarely in your ICP never gets overlooked.
In addition to focusing on the end user experience, a version of this playbook can help you at an even more tactical level—making sure account creation is successful.
Most SaaS signup flows require multiple steps from a user to finalize account creation (e.g. confirm email address to activate account). Monitoring and alerting on accounts that start the signup flow but don’t complete is a good best practice.
Why deploy this playbook with Rupert?
Alerting to Slack when you get a new signup is a great way for small teams to celebrate and sustain positive momentum.
You’ll catch any accounts that drop off or hit issues with the signup flow
High value new accounts will activate faster and at higher rates
Customer Event
Someone signs up for a new account in your product
Playbook Goals
Ensure account creation is successful.
Reduce the user’s time to their aha or lightbulb moment.
Data Monitored
Events or database records that reflect the creation of accounts or organization (or whatever term you use for a single customer instance of your product).
Trigger Alert When
Alert on new events or records. Exclude any internal or non-production activity.
Overview
One of the most exciting events for young PLG companies—a new signup!
The main goal of this playbook is enhancing the experience for new users of your product—without aggressively selling.
As the expert in your product, you know what activities or behaviors are most likely to lead new users to their lightbulb–i.e. activation–moment.
A data-driven playbook that nudges you (or team members) to reach out to signups and guide them towards that “aha moment” is a no-brainer.
Slack alerts for new accounts can also help busy teams triage and prioritize work so that high-value new signup that’s squarely in your ICP never gets overlooked.
In addition to focusing on the end user experience, a version of this playbook can help you at an even more tactical level—making sure account creation is successful.
Most SaaS signup flows require multiple steps from a user to finalize account creation (e.g. confirm email address to activate account). Monitoring and alerting on accounts that start the signup flow but don’t complete is a good best practice.
Why deploy this playbook with Rupert?
Alerting to Slack when you get a new signup is a great way for small teams to celebrate and sustain positive momentum.
You’ll catch any accounts that drop off or hit issues with the signup flow
High value new accounts will activate faster and at higher rates
Customer Event
Someone signs up for a new account in your product
Playbook Goals
Ensure account creation is successful.
Reduce the user’s time to their aha or lightbulb moment.
Data Monitored
Events or database records that reflect the creation of accounts or organization (or whatever term you use for a single customer instance of your product).
Trigger Alert When
Alert on new events or records. Exclude any internal or non-production activity.
Overview
One of the most exciting events for young PLG companies—a new signup!
The main goal of this playbook is enhancing the experience for new users of your product—without aggressively selling.
As the expert in your product, you know what activities or behaviors are most likely to lead new users to their lightbulb–i.e. activation–moment.
A data-driven playbook that nudges you (or team members) to reach out to signups and guide them towards that “aha moment” is a no-brainer.
Slack alerts for new accounts can also help busy teams triage and prioritize work so that high-value new signup that’s squarely in your ICP never gets overlooked.
In addition to focusing on the end user experience, a version of this playbook can help you at an even more tactical level—making sure account creation is successful.
Most SaaS signup flows require multiple steps from a user to finalize account creation (e.g. confirm email address to activate account). Monitoring and alerting on accounts that start the signup flow but don’t complete is a good best practice.
Why deploy this playbook with Rupert?
Alerting to Slack when you get a new signup is a great way for small teams to celebrate and sustain positive momentum.
You’ll catch any accounts that drop off or hit issues with the signup flow
High value new accounts will activate faster and at higher rates
Easy
Easy
Easy
Works like the canvas tools you’re familiar with.
Works like the canvas tools you’re familiar with.
Works like the canvas tools you’re familiar with.
Sign up today.
Sign up today.
Sign up today.
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