Categorize signals across setup, first value, activation, and expansion readiness.
Sort the signal by the onboarding stage it best represents. Setup readiness First value Activation Expansion readiness Required fields mapped for one pilot dataset Sponsor sees the first useful exception report Team repeats the workflow without CSM help the next week Second department asks to copy the pilot after seeing results Admin completes SSO configuration Champion shares before-after proof in leadership meeting Three role owners complete the workflow twice Customer requests rollout plan for two additional regions
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