Checklist data in Heap tells the story of your onboarding funnel at item-level granularity — revealing exactly which activation steps are working and which need redesign.
Turn activation milestones into CRM data and workflow triggers.
Track checklist completion rates by user plan, role, and company size in Heap — identifying which segments activate fastest and where the biggest drop-off points are by checklist item.
Build Heap charts correlating checklist_completed events with 90-day LTV — almost universally, users who complete onboarding checklists have 2-3× higher LTV than those who don't.
Measure how long users take to complete each checklist item in Heap — identifying which steps create the most friction and optimizing content to reduce time-to-activation.
Add the snippet, call identify() with user email and attributes. Checklist events are instantly tied to individual users.
Create checklist items in the Guidez dashboard — name each activation step, link it to the relevant tour or page, and set the completion trigger.
Enter credentials in Guidez Settings → Integrations. Checklist events start flowing within seconds of connection.
checklist_item_completed and checklist_completed events arrive in your connected tool with item name, progress percentage, and user data.
Related integrations
