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Application

Onboard Tracker

Compare user progress with onboarding milestones to find incomplete steps, stalled users, and funnel drop-off points.

For B2B SaaS teams with multi-step onboarding flows.

What you provide

  • Onboarding flow definitions, milestones, and required completion order
  • User progress events such as completed steps, last activity, and stalled milestones
  • Account or segment context used to prioritize follow-up

What you get back

  • Completion percentage, last completed step, and first incomplete step for each user
  • Lists of stalled users by flow or milestone for review queues
  • Onboarding funnel summaries that show where users drop off

Example workflow

How a team might use it

A customer-success manager checks new accounts that started onboarding this week. REST/JSON returns each user's completion percentage and first blocked step, so the team can prioritize stalled accounts and decide which ones need manual outreach in its own workflow.

Connect to your workflow

Use REST/JSON to send inputs and retrieve results from your application. Read-only MCP is available for supported services. Your team reviews the results and controls actions in its own systems.

More in this bundle

Churn Radar

Turn account activity, billing, and support signals into churn-risk scores, reasons, and suggested follow-up actions.

Dunning Loop

Turn failed payments, decline codes, and retry history into a recovery sequence with suggested timing and message steps.

Trial Convert

Use trial dates, activity, and activation milestones to estimate conversion probability and identify accounts missing key steps.

Feature Nudge

Compare feature usage with adoption targets and cohort benchmarks to get adoption gaps and suggested feature nudges.