Executive Outcomes Series
In ProgressTen articles translating platform investments into executive-language outcomes. Each piece is grounded in a case study and written for the VP, CPO, or CEO who needs to understand what a product investment actually buys.
What 100% MFA Adoption Actually Costs (and What It Saves)
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The $275K You're Leaving on the Table in Vendor Onboarding
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Why Your Onboarding Funnel Is a Revenue Leak
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Direct Deposit Enrollment as a Primacy Signal: The $250K Case
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Self-Service Checkout: The 30% Shift That Eliminated 1 FTE
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What 40% Fewer Defects Buys You: 2 Sprints Back Per Quarter
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Identity as Infrastructure: The Support Cost You Can't See
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Innovation Funnels That Actually Advance Ideas: The Air Force Model
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Content Infrastructure as a Revenue Driver: The $375K Case
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Funnel Optimization Without New Product Investment: 9% YoY Growth
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39 totalFramework: The Red Napkin Playbook
The 3-visit framework that explains every onboarding system I've built.
Jon Taffer's Red Napkin strategy from Bar Rescue is deceptively simple: three visits, three specific interventions, one loyal customer. The insight isn't the tactics: it's the underlying principle. The system knows where the customer is in their relationship, and delivers the right intervention at the right moment.
In B2B SaaS onboarding, this translates directly: Visit 1 is the quick win that makes the product's value concrete. Visit 2 is the activation prompt: the direct deposit moment, the integration setup, the feature that predicts long-term retention: delivered after the user has experienced enough value to act. Visit 3 is the stickiness layer: cross-sell, multi-product adoption, or deeper integration at the moment the habit is established.
The USAA 90-day onboarding journey is this framework operationalized across 180 interactions. The Tend state-driven onboarding is this framework applied to cross-border compliance. The iPROMOTEu identity decision system is this framework applied to platform access control. The pattern is consistent because the underlying principle is universal: state-aware systems make better decisions.
Visit 1: Red Napkin
Seat the customer with a red napkin. Signal to staff: this person is new, give them your best.
Deliver a quick win in the first session. Make the product's value concrete before the user has time to doubt.
Visit 2: Chicken Discount
Handwrite a '$5 off chicken' voucher as they leave. High-value incentive at the moment of highest receptivity.
Surface the activation behavior: direct deposit, integration, core feature: after the user has experienced value, not before.
Visit 3: Free Cheesecake
Handwrite a 'free cheesecake' voucher on the same card. Lock in the habit, create an expectation of ongoing value.
Introduce the stickiness layer: cross-sell, multi-product, deeper integration: at the 30-day milestone when the habit is established.
More articles coming
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