R1
Do you know the top 2-3 places trial users get stuck?
Can you name the specific steps where users start but don't finish?
Green Yes - we can name them and have data to back it up
Yellow We have strong guesses but have not confirmed them with data
Red Drop-off points haven't been formally tracked yet
R2
Can you trigger messages based on behavior, not just time?
If someone doesn't complete setup in 24 hours, can your system fire a nudge automatically?
Green Yes - we have event-based triggers running
Yellow Sort of - limited triggers or manual workarounds
Red We use time-based sequences rather than behavior triggers
R3
When someone stalls, do they get a help path quickly?
A checklist, template, "reply to this," or a call link - something that reduces friction before they give up.
Green Yes - it is built in and fires automatically
Yellow Sometimes, but it is not consistent across all stall points
Red Nothing specific in place for this yet