Guiding customers from first trade to full value realization
A customer was not truly active until its first live transaction; onboarding needed to move accounts from signed contracts to that milestone and beyond.
According to client-provided Planhat results, accounts completing the foundational track showed a 46% improvement in achieving first trade within 50 days; the strategic track was associated with 40% more accounts reaching full value realization within 12 months.
What needed to change
In commerce integration, going live is not the same as exchanging a production transaction. The client wanted customers to reach their first trade within 50 days and expand their trading networks during the first year.
How NeuralEdge responded
NeuralEdge built action-focused courses around the operational handoffs, configurations, and checks needed for first trade. A second track helped customer teams expand partner participation and use more of the contracted platform. Customer Success made the learning part of onboarding and connected completion data to account milestones in Planhat.
What was delivered
- First-trade execution playbooks and milestone-driven courses
- A customer enablement requirement embedded in commercial onboarding
- Learning completion linked with account-health and trading milestones in Planhat
What the client reported
According to client-provided Planhat results, accounts completing the foundational track showed a 46% improvement in achieving first trade within 50 days; the strategic track was associated with 40% more accounts reaching full value realization within 12 months.
Client-reported associations from Planhat; cohort definitions, sample sizes, and a causal evaluation were not supplied.