B2B SaaS
Help the person who has not reached first value.
Connect users, accounts and product activity so your activation email reflects what this person actually did.
A new user signed up two days ago and has not created a project.
Start with the customer situation. Give your agent a clear goal and the records it needs.
Find users who signed up at least two days ago and have no projects of their own. Write a short first-project email using their account context. Do not count a teammate’s project as theirs.
The work behind that message.
Connect the context.
- Users and signup time
- Accounts and membership
- Projects and product events
Compute the useful field.
Projects created by this user, their related account and time since signup.
Choose the next step.
Recheck project activity before the reminder. End the follow-up if the user has already activated.
See Maya’s first-project email.
The Loopwell demo keeps Maya’s zero-project state distinct from Daniel’s project in the same account. The preview uses actual related records.
Walkthrough steps
With Maya selected, request a real personalized preview and wait for it to finish. Read the generated next-step advice using her product marketing role and launch use case. The template retains its button, sign-off and footer. No email is sent; separate generations can vary.
Build the moments around it.
Make onboarding specific.
Reference the unfinished step and the account the user belongs to.
Follow product activity.
Let a signup or other collected event start a journey. Use current records to decide what comes next.
Reach the right account members.
Model people and accounts separately so recipient selection follows the actual relationship.
Bring us the journey you want to improve.
We’ll map the records, the audience and the message with you, then show the actual product controls.