Onboard & educate
SaaS onboarding planner
Define your activation event, track activation weekly, find the weakest onboarding step and log experiments, all in one workbook.
Opens in Microsoft Excel, Google Sheets and LibreOffice.
Open full preview What's inside
- Activation definition and target
- Weekly activation tracker with on-target flags
- Checklist funnel that flags the weakest step
- Experiment log with before, after and decision
- Worked example data
How to use it
- Write your activation event and target
- Enter weekly sign-ups and activated users
- List checklist steps and completion counts
- Log each experiment and its result
Free toolkit
Get the complete Digital Adoption Toolkit
All 10 templates in one download: RFP, scoring sheet, business case, rollout plan, scorecard and more. Editable Word and Excel files.
- 10 ready-to-use templates
- Formulas built in
- Free for your team
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