Carepatron ยท growth analytics ยท updated 3 August 2026

New setup dashboard: first 4 weeks

The setup lift has held for four full weeks on scam-free cohorts: steps completed up at every threshold, locations and services significantly up, Stripe intent nearly doubled. Client creation trends up but is not significant, and the team row is flat at its true (much lower) level. The conversion verdict is now final: 14-day organic conversion is level โ€” 5.1% before, 5.0% after. Card clicks stayed down 46%.

Released Monday 6 July, 7pm NZT ยท full deploy, no flag, no holdout ยท weekday signup cohorts, 24-hour windows ยท before n = 1,145 (16 June to 3 July), after n = 1,409 (7 to 31 July) ยท scam signups excluded at source (see the spam note)

Completed 2+ setup steps
36.4%
โ–ฒ +5.9 pts vs 30.5% ยท z 3.1
Created a client, day one
27.2%
+3.0 pts vs 24.2% ยท z 1.7, not significant
Clicked a recommended card
13.5%
โ–ผ โˆ’11.3 pts vs 24.8% ยท z 7.2
Clicked connect Stripe
9.2%
โ–ฒ +4.2 pts vs 5.0% ยท z 4.1

More users complete setup on day one

Zero-step users fell from 51% to 44%, holding for four full weeks. The gain lands at 2 and 3 steps.

Before After
Steps completed in the first 24 hours, of the 4 steps measured the same way in both designs: locations, services, import, payments.
View the data
Steps completedBeforeAfter
0 steps51.3%44.3%
1 step18.3%19.3%
2 steps15.3%17.6%
3 steps12.7%15.7%
4 steps2.5%3.1%

Every comparable step improved; locations and services carry it

Locations up 8.7 points (z 4.3), services 4.7 (z 2.5), import 2.5 (z 1.5, borderline โ€” scam accounts inflated the raw import number), payments 1.2.

Before After
Completed within 24 hours of signup. Team is excluded here: its checklist tracking changed twice. See 'invited or added a teammate' in the behaviour table.
View the data
StepBeforeAfterChange
Add locations38.0%46.7%+8.7
Add services30.2%34.9%+4.7
Import clients24.1%26.6%+2.5
Online payments4.6%5.8%+1.2

Skipping is new: about 1 in 4 skips at least one step on day one (25.2%), resolving the checklist instead of leaving it to nag.

Share of after-release weekday signups (n = 1,409, scam signups excluded) skipping each step within 24 hours; per-step split measured 31 July.
View the data
StepSkipped
Import clients16.7%
Online payments15.7%
Add locations8.0%
Add services6.7%
Invite team5.5%

Attention moved from the cards to the checklist

Setup, payment intent and client creation won. Cards lost.

Day-one behaviourBefore โ†’ afterChangeRead
Clicked connect Stripe5.0%โ†’9.2%โ–ฒ +4.2significant, z 4.1 โ€” scam accounts never touch Stripe
Created a client24.2%โ†’27.2%+3.0trending up, not significant (z 1.7)
Invited or added a teammate5.9%โ†’4.9%โˆ’1.0within noise; see the spam note
Created a note19.0%โ†’17.5%โˆ’1.4within noise
Shared their booking link9.4%โ†’7.7%โˆ’1.8within noise (z 1.6) โ€” watch at 6 weeks
Clicked a recommended card24.8%โ†’13.5%โ–ผ โˆ’11.3significant, z 7.2

Teammate row counts each design's own invite actions: staff records before the 2 July invite revamp; invitations, direct adds and invite links after. The checklist's team step is not comparable across designs, so it is not shown.

All numbers on this page exclude scam signups at source (the 31 July correction found scams mass-creating fake clients and staff, which had briefly made the client lift look significant and the team row look positive). On clean cohorts: client creation trends up (+3.0 points, z 1.7) but stays short of significance after four weeks; the teammate rate is flat at its true ~5% level; note creation and booking-link sharing sit slightly below baseline but within noise โ€” booking is worth one look at six weeks. The card decline is genuine โ€” scam accounts click no cards โ€” and has persisted the full month.

Top 2 cards take about 4 in 10 clicks. The bottom 4 feature cards earn roughly 2 clicks a day each across all users: show them only when relevant.

All-user clicks, 6 to 30 July. The customer story card has only been tracked since 13 July, so its bar under-counts. Testimonial rail since 13 July: 26 users clicked it, about 240 dismissed it โ€” a 9-to-1 rejection.
View the data
CardClicksUsers
AI Scribe (notetaker)220147
Import templates191136
Add branding15992
Booking link10963
Automate intake8966
Insurance billing6146
Customer story (tracked from 13 July)5649
Sync calendar5540
Automate reminders4842
Get paid faster4633
Start video call4535
ePrescribe95

Mobile improves as much as desktop

Mobile is about 22% of signups in both periods (n = 309 after release).

Day oneDesktopMobile
Completed 1+ of the 4 steps 49.9%โ†’56.5%โ–ฒ +6.6 45.0%โ†’57.9%โ–ฒ +12.9
Created a client 26.9%โ†’31.3%โ–ฒ +4.4 18.9%โ†’22.7%+3.8
Clicked a recommended card 22.2%โ†’13.2%โ–ผ โˆ’9.0 28.1%โ†’9.7%โ–ผ โˆ’18.4
Skipped a step (new) 20.8% 31.4%
  • Mobile setup completion still edges desktop (57.9% vs 56.5%), up 12.9 points on the old design.
  • The mobile client-creation gap persists at a month (23% vs 31% desktop); mobile improved 3.8 points but that stays inside noise even at n = 309.
  • The card decline is worst on mobile (28% to 10%), and mobile users skip more (31% vs 21%). The step panel likely pushes the carousel below the fold on phones.

Users come back at least as often

Retention is activity-based: did the person use the product on day 3 or day 7 after their own signup.

Active onBefore โ†’ afterChangeRead
Day 3, any product event10.6%โ†’12.4%+1.8trending up, not significant
Day 3, in-app navigation8.1%โ†’9.4%+1.3trending up, not significant
Day 7, any product event11.5%โ†’13.1%+1.6trending up, not significant
Day 7, in-app navigation9.7%โ†’11.2%+1.5trending up, not significant

Day N is the 24-hour window N days after each person's own signup; incomplete windows excluded (after cohort n = 977 for day 7). Day 7 always lands on the same weekday as signup, which is why it runs slightly above day 3 in the baseline.

Conversion verdict, final: no detectable change in either direction

Week 1 was a real dip; every week since sits inside the June band โ€” three consecutive in-band weeks now. The 14-day organic comparison, on scam-free cohorts with two full post-release weeks mature, is level: 5.1% before, 5.0% after.

Organic share of each signup week subscribing within 72 hours (promo-code subscriptions excluded), all days, strictly censored.
View the data
Signup weekSignupsOrganic subs in 72 hRate
1 June480102.08%
8 June51720.39%
15 June48991.84%
22 June583111.89%
29 June495122.42%
6 July (release)45230.66%
13 July512122.34%
20 July477102.10%
27 July35682.25%
  • 14-day conversion, final read (scam-free, signups 7 to 20 July, n = 700): 5.07% organic before, 5.00% after โ€” level (z 0.1). The with-promos gap (8.4% vs 6.1%) is June's offer pushes, not the dashboard.
  • 7-day conversion, mature cohorts (n = 1,060): 3.41% organic before, 2.55% after โ€” within noise (z 1.2), the residue of the launch-week dip.
  • Week 1 remains a real, isolated dip; the mature pre-June account control stayed normal through July, and the old design had a comparable one-week crater (8 June, 0.39%) with no release in sight. Weeks of 13, 20 and 27 July all sit inside the June band.
  • Stripe intent is holding at 7 days: 10.6% of after-release signups click connect Stripe within a week, against 6.4% before (scam-free). The PostHog Stripe-completion event still never fires within 7 days of signup โ€” completion truth stays with the Customer.io field.

What this says about the April "3+ steps โ†’ subscription cliff": V3 pushed roughly 25 to 40% more people past 3 real steps, and conversion did not move. The cliff reads as intent-revealing rather than causal โ€” people who were going to convert always did more setup. Power note: at n = 700 the 14-day read rules out changes larger than about ยฑ2 points; a smaller effect either way remains possible but nothing in four weeks of data hints at one.

Tracking changes and caveats

2 July
Team-invite revamp, separate from the dashboard. Staff creation moved to invite acceptance; 'create staff' halved from this date.
6 July
V3 live for new signups and unfinished existing accounts. New per-step skip event. Completions are real user actions in both periods, verified against account-creation timing.
12 July
Richer tracking: checklist clicks, import source, per-step buttons.
13 July
Learn-the-basics, chat, story-card and testimonial events live. Book-a-call tile still emits nothing.
31 July
Full refresh at 4 weeks. Book-a-call tile still emits nothing โ€” every recorded book-call click is the global header button.
31 July
Scam signups excluded from all cohort numbers on this page. The Depop/Vinted/Norton scam waves (mapped 30 July, 1,041 fake profiles in July alone) put email-verified accounts in both cohorts. They are hyper-active on exactly the analysed metrics โ€” mass fake clients, fake "staff", import-step completions โ€” and never touch Stripe, cards, or a subscription. Most of the July burst volume never reaches PostHog at all (no client-side telemetry), which is why cohort contamination is far below the raw CIO spam counts.
3 August
Refresh with the exclusion applied at source: 152 scam signups since 16 June removed person-level before any computation, using the workspace list plus two live email rules that also catch scam accounts created after the 30 July snapshot. Person-level matching corrected a subtle overcount โ€” scam bots reuse one browser profile across several fake workspaces, so workspace-level joins double-count people. Conversion verdict closed.
  • The old 'get started' PostHog dashboard (904713) now over-reads: feature completions rose about 5 times for mechanical reasons.
  • Any metric counting the team step as a completion shows a false decline.
  • No holdout: this is before-and-after, not a controlled test. Regional mix was stable (72 to 77% Americas both periods).

What to watch next