In-app Onboarding

Appcues

No-code in-app flows, checklists and product tours.

appcues.com

How teams use it post-sale

Appcues is the delivery layer for in-product guidance. Targeting its flows with engagement segments — stalled-in-onboarding, activated-but-shallow, power-user — means tours and checklists appear only where behaviour says they're needed, instead of greeting every user with the same tooltips.

Swap it within In-app Onboarding

Any of these runs the same plays — Accoil pushes the same signal wherever the work happens.

Workflows using Appcues2

YOUR EXISTING EVENT STREAMAPIADOPTEDDROPPEDIGNOREDSIGNAL · ACCOILFeature ships; the target cohortlights upTarget cohortFit score per accountCurrent workaroundusersBaseline usageACTION · BEAMERBAnnounce to the target cohort,not everyoneACTION · APPCUES Guide first use with an in-producttourSCORE · ACCOILTrack the launch cohort week byweekAdopted / tried /ignoredTime-to-first-useUsage depthDrop-off pointDECISIONAdopted, tried-and-dropped, orignored?ACTION · SPRIGSurvey the drop-off momentin-productHUMAN STEPPM interviews five ignoredaccountsOUTCOMEA launch that becomes a habit,not a spike
GrowthSuccess

Feature-Launch Adoption Loop Playbook 2026

Most feature launches are announcements with no second act: shipped, posted, forgotten. Run the launch as a loop instead — announce to the cohort that actually needs it, guide first use in-product, track every account into adopted, tried, or ignored, and let each lane drive what happens next, from drop-off surveys to PM interviews.

B+1Intermediate
YOUR EXISTING EVENT STREAMAPISTICKINGNOT YETSIGNAL · ACCOILUsage cluster appears outsidethe home departmentNew-team user countInviter identityFeature mix vs hometeamNew-cohort growthrateSCORE · ACCOILQualify the beachhead onweek-2 retentionNew-cohort retentionSeats on current planAccount healthDECISIONBeachhead sticking?ACTION · SLACK Alert the AE in #expansion withthe cluster mapACTIONWatch the cohort; recheckretention in 30 daysHUMAN STEPAE asks the champion for thewarm introACTION · APPCUES Launch department-specificonboardingACTION · SALESFORCE Open a second-departmentopportunityOUTCOMEA second department on its ownuse case
SalesAccount Management

Second-Department Expansion Playbook 2026

Usage spreading across team boundaries is visible in the product data weeks before anyone asks for seats. This play detects the new-team usage cluster, qualifies the beachhead on week-2 retention, gets the champion to make the warm intro, onboards the new department onto its own use case, and books the deal as a second-department expansion — not a seat upsell.

Intermediate

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The playbook pack

Every playbook, one download

All 31 workflows as print-ready playbooks — diagrams included. Plus every new workflow as we publish it.

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