Skip to main content

The Workflow Optimization Play: Strategies for Enhancing Feature Adoption

Discover strategies to enhance feature adoption and improve workflow completion rates through targeted user outreach and engagement tracking

Julie Zehntner avatar
Written by Julie Zehntner
Updated over a week ago

Summary

  • Fix the blockers, unlock the value. This play targets users who engage with features but don’t finish workflows, offering hands-on help and custom paths to success.

Why this works

  • Unblocks high-intent users from completing core actions.

  • Personalizes support to the actual friction points.

  • Turns frustration into progress and progress into retention.

Goal

For the reader: Help customers successfully complete workflows that matter.

For the company: Boost satisfaction, drive feature adoption, and reduce churn.



Accoil Signal

(1) Primary signal

  • Feature Usage — High interaction + incomplete workflows

(2) Additional insights (recommended filters):

  • Account Type — Active paying customers

  • User Role — Admins or team leads

  • Account Characteristics — High-value accounts


Action steps

  1. Identify Troubled Workflows

    • Use Accoil to spot features with high interaction but poor completion.

    • Segment these users accordingly

  2. Provide Targeted Guides

    • Share tutorials or how-to content.

    • Include step-by-step instructions.

  3. Proactive Targeted Outreach with Connections

    • Reach out with context-aware help.

    • Offer calls, demos, or async support.

  4. Offer Custom Solutions

    • Suggest alt workflows, settings, or shortcuts.

    • Tailor based on user role or goal.

  5. Monitor Resolution Rates

    • Track workflow completion post-outreach.

    • Follow up with unresolved accounts.


Supporting metrics

Metrics

How to measure in Accoil

Workflow Completion Rates

% of workflows completed post-intervention

Customer Satisfaction

Feedback scores from guided users

Feature Adoption Trends

Change in feature usage after support



Did this answer your question?