Customer Enablement

Customer Enablement helps clients maximize product value through onboarding, training, and support, ensuring successful adoption and satisfaction.

Performance Management

Performance management connects team effort to real, measurable customer outcomes—fueling growth, learning, and recognition. By anchoring reviews in data, you’ll motivate excellence, surface root causes, and celebrate progress that matters.

Hold monthly metric reviews with the team to analyze trends, celebrate wins, and address gaps. Quarterly, align KPIs to company-level goals and adjust targets based on learnings and business priorities.

Focus Areas and Top KPIs

Focus Area	Top KPIs
Onboarding Effectiveness	- Onboarding Completion Rate - First Session Completion Rate - Drop-Off Rate During Onboarding - Activation Rate - Percent Completing Key Activation Tasks
Product Adoption & Engagement	- Feature Adoption Rate (Early) - Breadth of Use - Customer Engagement Score - Engagement Rate - Percent of Users Engaging with Top Activation Features
Customer Retention & Expansion	- Customer Retention Rate - Net Revenue Retention - Activation-to-Expansion Rate - Expansion Revenue Growth Rate - Cohort Retention Analysis
Customer Satisfaction & Feedback	- Customer Satisfaction Score - Customer Feedback Score - Customer Effort Score - Net Promoter Score - Onboarding Satisfaction Score (OSS)
Customer Advocacy & Referral	- Referral Program Participation Rate - Net Promoter Score - Referral Conversion Rate - Referral Retention Rate - Referral-Generated MQL Rate

Frameworks for Metric Selection

Smart metric selection keeps Customer Enablement focused on what matters most: real customer outcomes. Frameworks ensure KPIs map directly to business goals, customer journey stages, and team accountability—no vanity metrics, just impact.

Customer Journey Mapping

Metrics are chosen to illuminate friction, value, and drop-off points along the onboarding, adoption, and value realization journey.

Key Stages / Examples

• Onboarding: Onboarding Completion Rate, Activation Rate
• Adoption: Feature Adoption Rate (Early), Engagement Rate
• Maturity: Customer Retention Rate, Net Revenue Retention

Outcome-Driven Enablement

Prioritizes KPIs that tie directly to desired customer and business outcomes, such as retention, expansion, and advocacy.

Key Stages / Examples

• Product Adoption: Breadth of Use, Feature Adoption Rate (Ongoing)
• Retention: Customer Churn Rate, Customer Satisfaction Score
• Advocacy: Referral Program Participation Rate, Net Promoter Score

Reporting Cadence and Structure

Consistent, audience-tailored reporting makes insights actionable and keeps everyone rowing in the same direction. Right-time reporting ensures the team can pivot fast, leadership stays informed, and wins (or issues) are never a surprise.

Cadence Overview

• Level: Team/Department
• Frequency: Weekly (operational), Monthly (strategic), Quarterly (executive review)
• Audience: Enablement team, Customer Success leadership, Product, Executive stakeholders

Examples

• Weekly: Onboarding Completion Rate trends, drop-off analysis
• Monthly: Activation-to-Expansion Rate, Customer Feedback Score summary
• Quarterly: Cohort Retention Analysis, Net Revenue Retention deep dive

Standard Report Structure

• Executive Summary
• Key KPIs and Trends
• Insights & Opportunities
• Customer Stories/Use Cases
• Action Items / Next Steps

Common Pitfalls and How to Avoid Them

Even seasoned teams can stumble—avoid these traps to keep your Customer Enablement program sharp and effective. Being aware of common pitfalls means you can sidestep wasted effort, misinterpretation, and misalignment before they slow you down.

Frequent Pitfalls and How to Avoid Them:

Issue	Solution
Chasing too many metrics or reporting on vanity metrics.	Stick to a focused, outcome-driven KPI set aligned to core business and customer goals.
Failing to connect enablement activities to downstream outcomes.	Choose KPIs that map to real customer and business impact—like retention, expansion, and advocacy—not just activity.
Inconsistent metric definitions across teams.	Standardize definitions and reporting structures so everyone speaks the same data language.
Relying on lagging indicators only.	Balance lagging KPIs (like retention) with leading indicators (like onboarding completion) to catch issues early.
Not sharing insights with the broader org.	Build regular, clear communication routines to socialize findings and drive cross-team alignment.

How to build a Data-Aware Culture

A data-aware culture isn’t just about dashboards—it’s about curiosity, trust, and shared ownership of results. Embedding data in everyday work helps everyone—from onboarding specialists to leaders—anticipate needs, adapt fast, and deliver standout customer experiences.

Foundational Elements

• Clear KPI definitions and shared dashboards
• Leadership buy-in and visible advocacy for data-driven decisions
• Open forums for sharing insights and learnings
• Regular team upskilling on data literacy
• Feedback loops between Enablement, Success, and Product

Team Practices

• Kick off projects with explicit KPI alignment
• Celebrate data-driven wins in team meetings
• Run regular retrospectives using actual performance data
• Encourage questions—no insight is too small to investigate
• Document and share learnings from both successes and failures

Maturity Stages

Stage	Description
Foundational	Basic reporting exists, but data is siloed and not central to decision-making. Metrics are tracked but rarely discussed as a team.
Emerging	Teams reference KPIs in planning and review meetings. Data is used to spot trends and drive process improvements.
Established	KPIs drive weekly and monthly priorities. Insights are shared across Customer Success, Product, and Enablement. Team members proactively seek out data to inform their work.
Advanced	Data is embedded in daily workflows, with predictive analytics informing enablement strategy. The team experiments, measures, and iterates rapidly, and shares best practices across the company.

Why Data Aware Culture Matter

A data-aware culture empowers Customer Enablement teams to spot what truly drives customer success—and act on it with confidence. By grounding actions in reliable data, teams can scale best practices, anticipate customer needs, and maximize the ROI of enablement programs.

Relevant Topics:

• Enables proactive, not reactive, support and onboarding.
• Drives continuous improvement by highlighting what works (and what doesn’t) in real time.
• Aligns teams around shared definitions of success, reducing friction and confusion.
• Fosters accountability—everyone knows how their actions move the needle.
• Transforms gut-feel decisions into measurable, repeatable outcomes.

Other Related KPIs

Metric	Description
Expansion Readiness Index	Expansion Readiness Index is a composite score that measures how ready an account is for an upsell or cross-sell based on behavioral, product usage, and customer fit data. It helps prioritize expansion outreach.
Initial Sales Touch Engagement Rate	Initial Sales Touch Engagement Rate measures the percentage of prospects who respond or take a meaningful action after the first outreach from sales. It helps assess outreach relevance and messaging resonance.