Get every customer to value — faster

You define your onboarding blueprint — the milestones, the sequence, and the expected timing — during setup. Quivly’s onboarding team works with you to map your ideal activation path. From there, Quivly tracks every new account against it and flags deviations in real time. Most teams refine their blueprint over the first 60 days as they see where accounts commonly stall.

Yes. You can define separate onboarding blueprints for each segment — SMB, mid-market, enterprise, different product lines, or different use cases. Quivly automatically assigns new accounts to the right track based on CRM fields, contract value, or any custom attribute you choose.

Quivly triggers the configured intervention for that milestone. For common issues (hasn’t invited the team, hasn’t connected an integration) it can send a personalised email with step-by-step guidance automatically. For more complex blockers it creates a task for the CSM or routes to a solutions engineer with full context about where the customer is stuck and what they’ve already tried.

Yes. Quivly connects to Segment, Amplitude, Mixpanel, and other event-tracking tools to ingest activation events in real time. It can also pull data from your data warehouse (Snowflake, BigQuery, Redshift) if your product events live there.

Quivly tracks engagement at the contact level, not just the account level. It can detect when key stakeholders — the IT admin, the power user, the exec sponsor — haven’t been activated, and trigger targeted outreach to each of them individually. For enterprise accounts above a revenue threshold, it can also auto-schedule a kickoff call and generate a tailored onboarding plan.