The decision this solves
Why customers are not using a product that is already live — and which change lifts uptake fastest.
Who it's for
Software companies with an embedded finance product live but attach rates below their vertical’s benchmark.
Questions we answer
- Why is our attach rate below our vertical’s benchmark?
- Is this a placement problem, an offer problem, or a sales-enablement problem?
- How do we move existing customers over, not just new signups?
- Our lending product is live but barely used — where do we start?
What it covers
- Attach-rate audit against stage and vertical benchmarks
- Where the product sits in your software — placement, moments, and defaults that drive uptake
- Sales, CS, and onboarding enablement: what your team says, and when
- Adoption playbook by customer segment, with activation and funded-attach targets
- Migrating your existing base, not just new signups
How the engagement works
Audit-first: benchmark your attach and activation against your stage and vertical, find where uptake breaks, and leave your team a segment-by-segment playbook. Exact scope is agreed on the first call.
What we'll need from you
- Attach and activation metrics by customer segment
- Your onboarding and sales flow as customers actually experience it
- Customer segmentation, however rough
What you leave with
An attach rate you can move, and the team playbook that moves it.