Expansion Engine · plain-English guide
How to read Onboarding Coach
Onboarding Coach time-to-value planner. This guide explains what it produces, what each part means, and how it stays honest — so you can act on the output with confidence.
Takes
Account context + product surface
Gives
Onboarding path + success metrics
The data it uses: The account context and the product surface (workflows they must adopt).
Watch how it works
How to read the output
First value
The earliest moment the customer gets real value — not "training complete", actual value — and when it lands.
The path
Ordered milestones from day one to first value to habit, each with an owner and the proof it happened.
Success metrics
What proves value landed — metric, target, and what it proves.
The terms it uses
- Time to value
- How long from kickoff until the customer first gets real value. Shorten it or the enthusiasm fades before value arrives.
- Time-to-value gate
- Fires when first value lands past your window — a plan that is too slow is a plan that churns.
How it stays honest
Every agent separates what it measured from your data from what it inferred. You always know which is which.
Measured
- ✓Account context + product surface (as provided)
- ✓Time-to-value check vs window (computed)
Inferred
- ~Milestone path
- ~Owners
- ~Success metrics
Questions people ask
What counts as "first value"?+
The earliest moment they would be annoyed to lose the product — a real win, not a completed onboarding checklist.
Now read the real thing.
Run Onboarding Coach on your own data and compare the output to this guide. If it matches, you can trust it.