Identify the product action that delivers first value.
Activation sequence
Identify the first product action that predicts retained use, such as creating a project or inviting a teammate. Send help when the user stalls before that milestone and a different note when they achieve it. Show one task per email, link deep into the relevant screen, and stop setup reminders once complete. For trials, explain the end date and what happens to data without invented urgency. Compare activation and paid conversion by signup cohort.
The first move
Identify the product action that delivers first value.
Put it into practice
Trigger help when setup stalls or the first milestone is reached.
Check the outcome
Stop irrelevant nudges once completed and compare activation by cohort.
Reference
For current platform requirements, see the official documentation ↗. Availability and interfaces can change.