01
Journey Stages
- Conversion complete — Need: confirmation · Action: set expectations.
- Onboarding/use — Need: know how to get value · Action: education/setup.
- First-success checkpoint — Need: confidence/help · Action: check, support, recover if friction.
- Success confirmed — Need: relevant next step · Action: transition to second-purchase/retention treatment.
02
Make It Yours
first-success signal, customer expectations, service recovery, timing, owners and KPIs.