Analysis
Usage diagnosis
Cohort | Target behavior | Current usage | Blocker hypothesis | Evidence | Next enablement action
Adoption Artifact Pack
Adoption Sprint Pack
Usage diagnosis, enablement gaps, and a 30-day sprint plan for stalled customer habits.
CSM Start Monday
Filled fictional example
BrightLedger has steady admin activity, but manager workflow completion is 31%. The sprint focuses on one invoice-review behavior, two manager cohorts, and weekly completion checks.
Copy-ready templates
Use the artifact shape.
Plan
Adoption sprint
Behavior goal | Target users | Enablement action | Owner | Checkpoint | Success measure
Email
Activation nudge
Observed value, missed workflow, useful next step, enablement offer, low-pressure checkpoint.
Review checklist
- Mark each claim as fact, assumption, or verify-before-send.
- Confirm source evidence before using customer-facing language.
- Name the human owner for the next action.
Team meeting agenda
- Workflow trigger and why it matters this week.
- Inputs allowed and evidence still missing.
- Artifact review using fact, assumption, verify labels.
- Decision: send, revise, route, or stop.
Success metrics
- Time from signal to reviewed artifact.
- Percent of artifacts with named evidence.
- Manager quality score for actionability.
- Follow-through rate on owner actions.