The Problem

• • Onboarding emails are generic and don't adapt to customer segment or plan type.
• • Feature adoption is untracked — at-risk accounts aren't identified until they churn.
• • Manual check-in scheduling doesn't scale, leaving new customers without timely support.
• • Health scores aren't calculated in real-time, making proactive intervention impossible.

What This Blueprint Does

Taylor, your AI Customer Onboarding Specialist, triggers personalized onboarding sequences, tracks feature adoption, calculates health scores in real-time, schedules proactive check-ins, and flags at-risk accounts — getting customers to value faster.

• → Triggers personalized onboarding email sequences based on customer segment and plan.
• → Monitors feature usage and identifies which onboarding milestones customers have completed.
• → Calculates customer health scores based on engagement, adoption, and usage patterns.
• → Identifies and flags at-risk accounts before churn with predictive health indicators.

Workflow Architecture