Successeve

This stage is much less manual and if needed, fully automated.

All Accounts or Contacts will automatically move on from a stage to another, without any human interactions.

Month 2 and 3 = adoption (usually it's commonly considered that the first 3 months are the adoption period)

Month 4 to 9 = expansion, when your Account is growing and has to perceive as much value as possible from your product.

Month 9 to 12 = renewal period, when all your efforts have to focus on the validating the renewal of your Account for a new subscription

More than 12 until next renewal date - 3 months = expansion

- First month = onboarding
- Month 2 and 3 = adoption (usually it's commonly considered that the first 3 months are the adoption period)
- Month 4 to 9 = expansion, when your Account is growing and has to perceive as much value as possible from your product.
- Month 9 to 12 = renewal period, when all your efforts have to focus on the validating the renewal of your Account for a new subscription
- More than 12 until next renewal date - 3 months = expansion

➕ Upside: ideal in term of scalability, fits perfectly for massive client portfolios 

➖ Downside: less control of your Accounts journey (ex: an account can move to Adoption even though is not full onboarded)

Time-based Stages

Time-based Stages