How this funnel works
Source: Onboarding or QBR emails sent by Customer Success.
Destination: A Peech onboarding path — a playlist or hub of short how-to and best-practice videos.
Experience: Customers follow a clear sequence of clips mapped to their first-value milestones.
When to use
New customer onboarding.
Feature expansion or upsell initiatives.
Tips
Label clips by milestone (Week 1, Week 2, etc.).
Use CTAs like Invite your team, Book a training session, Join office hours.