Onboard

Onboarding laggard

Identifies customers behind on onboarding by comparing WAU adoption to expected benchmarks for their stage and tier

One of 51 free, open-source prompts from Sonora — copy-paste-ready AI prompts for customer success and account management, organized by customer lifecycle stage. Copy this into any AI assistant, or run it on autopilot inside Sonora.

The prompt

Determine whether [Customer] is on track or behind schedule in their product onboarding by comparing weekly active user (WAU) adoption against expected benchmarks for their onboarding stage.

Step 1: Pull product usage

Retrieve weekly active user metrics and company size metrics for the last 18 months.

Step 2: Determine onboarding stage

Find the earliest available product usage data point to estimate how long the customer has been onboarded. Calculate months since first use:

  • Ramp stage: < 1 month since onboarding
  • Early stage: 1–2 months since onboarding
  • Mid stage: 3–5 months since onboarding
  • Mature stage: 6+ months since onboarding

Step 3: Infer customer tier from company size

  • Starter: < 150
  • Business: 150–500
  • Enterprise: > 500

Step 4: Compare current WAU against tier and stage benchmarks

  • Ramp (< 1 month): Starter ≥ 1 | Business ≥ 3 | Enterprise ≥ 10
  • Early (1–2 months): Starter ≥ 5 | Business ≥ 20 | Enterprise ≥ 60
  • Mid (3–5 months): Starter ≥ 12 | Business ≥ 50 | Enterprise ≥ 150
  • Mature (6+ months): Starter ≥ 20 | Business ≥ 80 | Enterprise ≥ 250

Step 5: Classify

  • Behind schedule: Current WAU is below the expected minimum for their stage and tier.
  • On track: Current WAU meets or exceeds the expected minimum.

Return exactly one of: Behind schedule, On track

Include one sentence with specific numbers (e.g., “4 months into onboarding with 18 weekly active users vs. the expected ≥50 for a Business-tier account.”) in the reason field.

Data sources required

Product analyticsAmplitude, Mixpanel, Segment

The catch

A prompt is only as good as the data you feed it.

Run this well and you'll be stitching together 1 disconnected system by hand, for one account at a time — and the answer is only ever as fresh as your last copy-paste. Sonora already has the context, live:

  • Product analytics — connected and continuously synced

Inside Sonora this prompt runs grounded in your real customer data, on a schedule, across every account at once — and flags what needs you, before you have to ask.