Adoption Baseline and Instrumentation Checklist (Onboarding)
A checklist with 6 steps: Map the three activation events that define first value in the client's product.
By InnovaAI ResearchPublished
What are the steps?
Adoption Baseline and Instrumentation Checklist (Onboarding)
- 01
Map the three activation events that define first value in the client's product
Pull the client's own analytics for the last 90 days and rank events by correlation with week-4 retention. If no event data exists, run a 5-user session review before writing any in-app guidance.
- 02
Confirm the client can expose user attributes for segmentation (plan tier, role, tenure, account size)
Chameleon and UserGuiding both trigger guidance off user properties, so a missing attribute means the tour fires for the wrong cohort. Document which attributes are already in the data layer and which need engineering work.
- 03
Agree on a single success metric and its current baseline before launch
Feature adoption rate, time-to-first-value, or support ticket volume per 100 new accounts are the three that survive client scrutiny. Record the baseline number in the statement of work so the retainer renewal conversation has a reference point.
- 04
Inventory existing in-app guidance so new tours do not collide with legacy tooltips
Overlapping hotspots and checklists are the most common cause of a failed first deployment. Screenshot every live element and assign one owner per screen.
- 05
Set the review cadence and the kill rule for any guidance element
A 14-day review window with a stated threshold (for example, dismiss rate above 60% or zero lift against control) prevents dead tooltips from accumulating in the client's UI.
- 06
Write the client-facing measurement note that explains what will be reported and when
Agencies that sell the surrounding insight rather than the tool need the client to see segmentation logic and iteration history, not just a dashboard link. One page, plain language, delivered before build starts.