Self-Service User Activation Engine

The core challenge for a Self-Service User Activation Engine is to design an autonomous system that effectively guides new B2B users through the onboarding process and drives conversion, all without direct human intervention.

Our existing onboarding process was a generic, one-size-fits-all product tour that served all new B2B trial users the same content, regardless of their company size, role, or declared use case. This resulted in significant friction.

The project was successful in achieving its primary objective and delivered significant business impact.