Solutions · Onboarding & Activation
I get every signup to first value.
Not an email sequence. Not a tooltip nobody clicks. A real conversation that walks your new users through their actual goal — and tells your CSMs which accounts are about to slip.
- Goal-aware
- Health scoring
- 24/7 first-session coverage
- Tracks activation
Trusted by CS teams onboarding everyone from solo founders to enterprise admin tiers
- Helix
- Northstar
- Atlas SaaS
- Forge
- Meridian
- Cipher
Where activation leaks today
Three moments your funnel goes quiet.
Most onboarding tools are passive — they hope the user clicks the right thing. I'm active. I show up in voice, ask the question, hear the friction, and route the human only when one's needed.
Leak 01
The signup who never logged back in.
They created an account on Tuesday and you never heard from them again. The welcome email got opened or didn't. The product tour got skipped. By Friday they're a churned trial and you don't know why. I would have called them on Wednesday.
60% of trials abandon before second session
Leak 02
The fake activation.
Your activation metric says they're activated — they connected the first integration. But they never invited their team, never set up the workflow they actually came for. They'll churn at renewal. I'd have caught the gap in the conversation before they closed the tab.
Activation metric ≠ time to real value
Leak 03
The CSM stretched across 80 accounts.
Your CSMs have a target portfolio of 25 named accounts and a long tail of 200 nobody touches. The tail is where the churn lives — and where the easy expansion sits, if only somebody had time to call. I take the tail. CSMs work the named accounts.
70% of CSM time spent on 20% of accounts
Where I sit in your CS workflow
First session to renewal — one voice in their corner.
First session · goal capture
I greet by name. I learn what they came for.
When the first login happens — at 9am, 11pm, Saturday — I show up. I ask what they're trying to do, what they've tried before, what their team looks like. Then I anchor the rest of onboarding to their actual job.
- Goal-led tour, not feature-led
- Captures team size + use case + urgency
- Hands the CSM a one-line summary
First-session call · 1:08 elapsed
Sasha · 11:42pm signup
Tegan
What are you hoping to ship this week with the trial?
User
We need to migrate from Spreadsheet-land before Q-end. Three people on the team.
Tegan · internal
Goal: spreadsheet migration · team of 3 · deadline = quarter-end · primary fit = Team plan
Guided activation · in-flow
I walk them through the path that actually works.
I know the activation steps that correlate with retention because you taught me from your own data. I guide users through them in voice, mid-product, while they have the tab open. No 7-day drip campaign required.
- Trained on your top retained-customer journeys
- Adapts mid-flow to user objections
- Stops politely when the user wants quiet
Activation path · Northstar Co.
● 3 of 5
- done
Invite teammates
3 of 3 added
- done
Connect first integration
Slack + Notion
- done
Build first workflow
Q4 planning template
- now
Run first automation
in progress · 14% complete
- next
Set team-wide goal
queued for end of session
First aha · health score
I notice the moment something clicks.
When the user finally invites a teammate, ships the first workflow, hits the metric you actually care about — I see it, I name it, I score the account green. The CSM finds out at standup, not at renewal.
- Behavior-based health, not just usage counters
- Health score lives in your Tegan dashboard
- Surfaces expansion-ready accounts to your review queue
Dashboard · Account health
● updated 4m ago
- Account
- Atlas SaaS Inc.
- Health
- ● Green · 86 / 100
- Activated
- Day 2 · spreadsheet migration shipped
- First aha
- 5 teammates · 12 workflows live
- Expansion signal
- Hit 80% of seat cap · 28 days in
- CSM action
- Light-touch · check at day-45
Slip detection · weekly digest
I tell you who's about to churn before the renewal email.
Every Monday, I publish the accounts that quietly drifted — log-in falling, key user departed, support tickets piling. With the conversation context that explains why. Your CSM walks into a save call with a story, not a list of red flags.
- Top 10 at-risk accounts, ranked
- Reason code + supporting transcript snippet
- Suggested CSM next step per account
Weekly digest · At-risk accounts
● 5 of 187
- Meridian Labs · login 70%↓92
- Forge Studios · key user left78
- Helix Tools · zero invites · day 1464
- Voyage Group · support ticket spike51
- Northbridge · plan limit + silent38
What changes for the CS org
The numbers your VP CS actually cares about.
Activation rate
+42%
Of trial signups reaching first real value
Time to value
7 → 2
Median days from signup to first aha
CSM capacity
3×
Accounts touched per CSM, same headcount
Trial-to-paid
+28%
Lift on cohorts onboarded via Tegan
Aggregated across private-beta partners between Apr–May 2026. Cohorts vary by product complexity and ICP; figures reflect the median lift.
“We doubled trial-to-paid in eight weeks. Tegan onboards the long tail that our CSMs were never going to call, and they keep activating at the same rate as the named accounts.”
VP Customer Success, Series B SaaS
Open beta · 2026
What changes for your team
CSMs run the named accounts. I run the tail.
The accounts in the tail are where the silent churn happens — and where the easy expansion lives. I take them. CSMs work the named list with the time they got back.
CS leadership questions
The questions before the next QBR.
Different question? .
Looking for the technical spec? Read the agent product page.
Does Tegan replace our CSMs?
No. CSMs are leverage on the named accounts, the strategic relationships, the QBR with the VP. I take the tail — the trial signups, the SMB long-tail, the activation step where 80% of trials drop without ever talking to a human. Net effect: your CSMs cover more of the right work, and the tail stops being silent.
How do you stay on brand?
Give me your top CSM's recorded sessions and your brand voice guide. I learn the tone — formal, warm, technical, playful. You sign off on the personality before I go live. And you can adjust it any time.
Trial users only, or paid customers too?
Both, but the patterns differ. On trials I'm goal-led: get them to first value before the timer runs out. On paid customers I'm health-led: notice the slip, score the account, route to CSM. You configure which behaviors fire on which lifecycle stage.
Multi-product? Multi-tenant?
Yes. Each product can have its own agent personality, knowledge base, and activation path. Tenant context (which workspace, which plan, which seat) flows in via your auth layer or CRM — I tailor the conversation to who's actually on the line.
How do you hand off to the CSM?
Every conversation ends with a structured record in your CRM: goal captured, activation step reached, health score, suggested next CSM action. CSMs say the handoff is richer than what their best SDR gives them, because the user's actual words are in the transcript and audio.
What if a user just wants a human right now?
I capture the request and the conversation context in your dashboard with an in-app + email notification to your CSM. They follow up with full context loaded — they're not starting cold. (Live in-session human takeover isn't shipped yet.)
Onboard every signup. Not just the named accounts.
Hand me your top CSM's session recordings, your activation path, and your CRM. I'll be on first-session calls by Friday — and your CSMs will be calling the strategic accounts they've been meaning to.
Rollout — one week
- Day 1 · I learn your top CSM's onboarding calls
- Day 2 · I crawl product docs + activation paths
- Day 3 · CRM + product analytics hooked in
- Day 4 · You set the activation bar
- Day 5 · Live on first-session calls for new trials
- Week 2 · A/B vs. your current onboarding
- Week 4 · Reforecast activation + NRR