Carepatron ยท growth analytics ยท updated 31 July 2026

New setup dashboard: first 4 weeks

The setup lift has held for a month, and it survives excluding the scam-signup waves: steps decided up at every threshold, locations and services significantly up. Two earlier claims do not survive the spam exclusion: the client-creation lift is no longer significant, and the team row was half scam accounts. The conversion question is closed โ€” the release-week dip was an anomaly and 14-day organic conversion is flat. 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 = 1,148 (16 June to 3 July), after n = 1,271 (7 to 30 July) ยท 142 scam-workspace signups excluded (see the spam note)

Completed 2+ setup steps
36.2%
โ–ฒ +5.7 pts vs 30.5% ยท z 3.0
Created a client, day one
26.0%
+2.4 pts vs 23.6% ยท z 1.4, not significant
Clicked a recommended card
13.4%
โ–ผ โˆ’11.3 pts vs 24.7% ยท z 7.1
Clicked connect Stripe
9.0%
โ–ฒ +4.0 pts vs 5.0% ยท z 3.9

More users complete setup on day one

Zero-step users fell from 51% to 45%, holding for a full month. 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 steps51.2%44.6%
1 step18.3%19.2%
2 steps15.3%17.0%
3 steps12.6%16.1%
4 steps2.5%3.1%

Every comparable step improved; locations and services carry it

Locations up 8.7 points (z 4.3), services 4.5 (z 2.3), import 2.9 (z 1.6, borderline โ€” scam accounts inflated the raw import number), payments 0.9.

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%34.7%+4.5
Import clients24.1%27.0%+2.9
Online payments4.6%5.5%+0.9

Skipping is new: about 1 in 4 skips at least one step on day one (24.8%), resolving the checklist instead of leaving it to nag.

Share of after-release weekday signups (n = 1,271, scam signups excluded) skipping each step within 24 hours.
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†’9.0%โ–ฒ +4.0significant, z 3.9 โ€” scam accounts never touch Stripe
Created a client23.6%โ†’26.0%+2.4not significant once scams excluded (z 1.4)
Invited or added a teammate6.0%โ†’4.7%โˆ’1.3within noise; see the spam note
Created a note19.0%โ†’17.9%โˆ’1.1within noise
Shared their booking link9.4%โ†’8.1%โˆ’1.3within noise
Clicked a recommended card24.7%โ†’13.4%โ–ผ โˆ’11.3significant, z 7.1

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.

Two earlier claims were corrected on 31 July after excluding the scam-signup waves. The client-creation lift (previously reported as significant) drops to +2.4 points, z 1.4: 63 of the 78 scam signups in the after cohort mass-created fake clients on day one. The teammate row flips from slightly up to slightly down: roughly half of the raw after-period "team actions" were scam accounts adding fake staff. Note creation and booking-link sharing sit slightly below baseline but within noise. The card decline is genuine โ€” scam accounts click no cards โ€” and has persisted a 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: the release-week dip is closed as an anomaly

Week 1 was a real dip. Weeks 2 and 3 sit back inside the June band, week 2's 7-day rate came in above baseline, and the first mature 14-day comparison is flat. Verdict: no detectable conversion change, in either direction.

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%
  • 14-day conversion, first mature read (signups 7 to 16 July, n = 674): 4.79% organic before, 4.30% after โ€” within noise (z 0.5), and that cohort includes the weak launch week. The with-promos gap (7.92% vs 5.19%) is June's offer pushes, not the dashboard.
  • 7-day conversion, mature cohorts (n = 1,064): 3.22% organic before, 2.44% after โ€” within noise (z 1.1). Week 2 on its own hit 3.9% at 7 days (20 of 512), above the June baseline.
  • 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.
  • Stripe intent is holding at 7 days: 10.2% of after-release signups click connect Stripe within a week, against 6.0% before. The PostHog Stripe-completion event still never fires within 7 days of signup โ€” completion truth stays with the Customer.io field.
  • Scam signups do not change this verdict: none of the 142 excluded accounts subscribed or clicked a Stripe CTA, so they only shrink the denominators โ€” spam-excluded 14-day organic is 5.1% before vs 4.6% after, still flat.

What this says about the April "3+ steps โ†’ subscription cliff": V3 pushed roughly 30 to 40% more people past 3 real steps, and conversion did not move. So far the cliff reads as intent-revealing rather than causal โ€” people who were going to convert always did more setup. Caveat: at n = 674 the 14-day read can only rule out changes larger than about ยฑ2 points, so a small effect either way is still possible; the weeks 2 to 4 windows maturing by 7 August will roughly double that sample.

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 64 email-verified accounts in the before cohort and 78 in the after cohort. They are hyper-active on exactly the analysed metrics โ€” 63 of the 78 created fake clients day one, 63 added fake "staff", 20 completed 2+ checklist steps 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.
  • 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).

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