Customer Health Journey — Adoption Stages With Drift Risk (Infographic)
Best for: a customer-success review where each stage has a characteristic risk Avoid when: the reader needs account-level detail (use the CRM) Answers: the adoption stages a customer passes through and where accounts typically stall
infographic sequence-color-snake-steps-simple-illus
theme
colorPrimary #2b66c4
palette
- #2b66c4
- #2f9e44
- #f3a33c
- #d1242f
- #7048e8
- #0f9b9b
- #c16f8a
- #7c5a3d
data
title Customer Health Journey
desc Each stage names the risk of stalling
sequences
- label Onboarded
desc Risk: unclear success criteria
- label First value
desc Risk: single-team usage
- label Habitual use
desc Risk: no executive sponsor
- label Expansion
desc Risk: procurement cycle
- label Advocate
desc Risk: champion changes roleData Shape
sequences of five stages with the stage risk in desc. Illustrative items reserve space, so keep labels to
two or three words.
Key Options
| Option | Effect |
|---|---|
infographic sequence-color-snake-steps-simple-illus |
Coloured serpentine with illustration slots |
sequence-snake-steps-pill-badge |
Text-forward variant with pill badges |
sequence-funnel-simple |
Use when stage-to-stage volume loss is the story |
Pitfalls
- ❌ Risks that are generic ("churn") → ✅ name the stall condition, that is the actionable part
- ❌ Six or more stages → ✅ five is the practical limit for a serpentine
- ❌ Missing the advocate stage → ✅ expansion and advocacy are different stages
Alternatives
| Variant | Use instead |
|---|---|
| Post-signature implementation steps | customer-onboarding-journey.md |
| Contact reduction across tiers | support-escalation-pyramid.md |
| Retention share by cohort | quarterly-share-normalized-stack.md (vega-lite) |