Step 2 of 6 33% complete

First Value Milestone

Sent 24-48 hours after signup

Guide them to their first quick win:

  • Check progress - Reference what they should have done
  • Next logical step - One specific action to take
  • Why it matters - Connect action to outcome
  • Troubleshooting - Common issues and solutions

Example milestones by product type:

  1. Project management: Create first project and task
  2. Email marketing: Import contacts and send test email
  3. Analytics: Install tracking code and verify data
  4. CRM: Add first contact and log activity