Give newcomers a tiny mission they can complete quickly, ideally tied to the problem that brought them. Offer a ready-made template, real data example, or quick import. The satisfaction of finishing something meaningful primes continued engagement and reduces support load dramatically.
Send concise emails triggered by achievements, obstacles, or inactivity. Each message should reference their recent context, propose one next step, and link directly to the relevant screen. These gentle nudges mimic a helpful colleague, preserving momentum while respecting time and inbox attention.
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