Customer Success
See which onboardings need intervention before they stall
Activation milestones, support activity, and account context are watched continuously, producing a triage view with blockers, risk level, and the next action for the owning CSM.
What changes
Progress visibility
Manual check-ins (weekly at best)
Daily milestone tracking with alerts when accounts stall
Stuck customer detection
Discovered when they complain or disengage
Caught early based on actual product usage
Tracking method
Salesforce task list (rarely updated)
Automated from actual product usage
CSM time investment
Hours each week checking on accounts manually
Focus only on accounts that need help
New customers going dark is your biggest risk
A new customer signs the contract, gets a welcome email, and then... silence. Your onboarding CSM checks in after a week and discovers the customer hasn't logged in yet. Or they logged in once, poked around for 10 minutes, and haven't returned. The window to create a positive first impression is closing fast.
You have an onboarding checklist somewhere, probably a Salesforce task list or a Notion doc, but tracking completion across all your concurrent onboardings is impossible manually. You don't know who's completed step 3 but stuck on step 4, who's racing ahead, or who's been stuck for two weeks without asking for help. By the time you find out, you've lost the momentum that makes early adoption possible.
How ZeroTwo tracks onboarding progress
Pulls newly closed deals and their implementation plans
SalesforceZeroTwo found 3 accounts that closed this week: one enterprise with a 10-step implementation, two starters on quick-activation flows.
Checks activation milestones against expected timeline
PostHogOne account completed first login and integration setup but stalled at team invites. Another hasn't logged in after 5 days.
Scans for help-seeking behavior with no ticket opened
IntercomThe stalled account searched 'import data' three times but never opened a ticket. The no-login account has zero support engagement.
Scores each onboarding and flags blockers
GoogleZeroTwo ranked all 3: two on track, one 3x slower than average at the team-invite step and at risk of disengaging entirely.
Delivers stalled-account alerts to each CSM
SlackEach flagged account shows where it stalled, how long it has been stuck, and a suggested intervention like a guided setup call.
Get started in under 10 minutes
Connect your tools
One-click OAuth for each integration. No API keys, no engineering.
Describe what you need
“Track every new account through first login, integration setup, team invites, and first workflow completion. If anyone stalls for more than 3 days on a step, alert the owning CSM in Slack with what they're stuck on.”
It runs on schedule
Every weekday morning, stalled-account alerts land in your team channel.
Frequently asked questions
You define the milestones that matter for your product: first login, key feature activation, integration setup, team member invites, first workflow completed, etc. ZeroTwo monitors PostHog events to detect when each milestone is reached and flags accounts that stall at any step.
ZeroTwo compares each account's onboarding velocity against benchmarks from successfully onboarded accounts. If an account takes 3x longer than average on a particular step, it's flagged as stuck. You can adjust the sensitivity thresholds to match your product's natural onboarding cadence.
Yes. You configure milestone tracks per plan or segment. Enterprise accounts might have a 10-step onboarding with integration milestones. Starter accounts might have a simpler 4-step activation flow. ZeroTwo applies the right track based on account attributes from Salesforce.
ZeroTwo alerts your CSM team with specific, useful information. It doesn't send automated emails to customers, because a personal touch from the CSM is more effective during onboarding. The alert tells the CSM exactly what the customer is stuck on so they can reach out with targeted help.
ZeroTwo reads from your existing tools (Salesforce task lists, Intercom conversations, PostHog events) and adds alerts on top. Your team does not need to change their workflow. ZeroTwo watches for milestones and flags when accounts stall, then delivers the alert to Slack with context.
Yes. ZeroTwo provides aggregate views showing where customers most commonly get stuck, average time to complete each milestone, and overall onboarding completion rates. This data helps you improve the onboarding experience itself, instead of only reacting to individual accounts.
Related workflows
- Customer SuccessNPS Follow-Up & Response
- Customer SuccessCommunity Pulse Digest
Stop doing the work your tools should do for you.
Set it up once. ZeroTwo runs it every time.