{"id":641627,"date":"2026-06-23T08:51:27","date_gmt":"2026-06-23T08:51:27","guid":{"rendered":"https:\/\/userpilot.com\/blog\/?p=641627"},"modified":"2026-06-23T09:00:28","modified_gmt":"2026-06-23T09:00:28","slug":"relitix-case-study","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/relitix-case-study\/","title":{"rendered":"How Relitix Grew Product Stickiness With Segmented In-App Onboarding"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Relitix is a SaaS company that turns raw real estate data into AI-assisted insights for brokerages of every size. Real estate companies use the platform to recruit productive agents, evaluate merger and acquisition targets, and coach agents on the weak spots in their business.<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td><b>\u2699\ufe0f Challenges<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Relitix&#8217;s platform is powerful but complex, so every new client equaled another round of one-on-one training. Onboarding couldn&#8217;t scale, and the team had no visibility into what users actually did in the app. <\/span><span style=\"font-weight: 400;\">Relitix needed in-app guidance and behavior analytics in one tool to set up and optimize a self-serve trial.<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>\ud83c\udfc6 Solutions<\/b><\/td>\n<td><span style=\"font-weight: 400;\">\u2705 Segmented <a href=\"https:\/\/userpilot.com\/solutions\/user-onboarding-software\/\" target=\"_blank\" rel=\"noopener\">onboarding flows<\/a> route each new user into the tour that matches why they signed up: recruiting, market share, or office performance.<br \/>\n\u2705 <\/span><span style=\"font-weight: 400;\">Relitix launched their first-ever self-serve trial, guided only by in-app flows.<br \/>\n\u2705 <\/span><span style=\"font-weight: 400;\">Event labeling and product usage dashboards give the client success team user-level adoption data. Adoption scores are transferred into the CRM and trigger outreach.<br \/>\n\u2705 <\/span><span style=\"font-weight: 400;\">Usage data fuels the product roadmap. The features nobody clicks get redesigned or deprioritized. Product stickiness has been climbing since implementation.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<figure id=\"attachment_641628\" aria-describedby=\"caption-attachment-641628\" style=\"width: 1824px\" class=\"wp-caption alignnone\"><img decoding=\"async\" class=\"size-full wp-image-641628\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/Relitix-Userpilot.png\" alt=\"\" width=\"1824\" height=\"1013\" srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/Relitix-Userpilot.png 1824w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/Relitix-Userpilot-450x250.png 450w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/Relitix-Userpilot-1024x569.png 1024w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/Relitix-Userpilot-768x427.png 768w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/Relitix-Userpilot-1536x853.png 1536w\" sizes=\"(max-width: 1824px) 100vw, 1824px\" \/><figcaption id=\"caption-attachment-641628\" class=\"wp-caption-text\">Relitix launches self-serve onboarding flows and monitors product adoption through session replays and analytics dashboards.<\/figcaption><\/figure>\n<h2><b>Challenge: Hard to scale one-on-one training and no visibility into user behavior<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Relitix&#8217;s clients buy the platform to get more visibility into the complex real estate data. The product itself reflects that complexity and has a bit of a learning curve to it. Adie Dugan, the Head of Execution and Client Success, set out to improve adoption and stickiness, and three problems stood in the way:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Onboarding that didn&#8217;t scale: <\/b><span style=\"font-weight: 400;\">Every new brokerage meant another round of live training, with Adie repeating the same conversations over and over.<\/span><\/li>\n<\/ul>\n<blockquote><p><i><span style=\"font-weight: 400;\">\u201cWhat I started looking for was an overlay to help guide users once they got in our platform. I was doing a lot of one-on-one training with people, repeating the same kinds of conversations. They needed to be able to get into the software and quickly figure out how to use it.\u201d<\/span><\/i><\/p><\/blockquote>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Tools that weren&#8217;t the right fit: <\/b><span style=\"font-weight: 400;\">Adie evaluated 6 to 8 vendors, and most of them turned out to be LMS-style platforms rather than the in-app guidance layer she was seeking.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>No visibility into user behavior. <\/b><span style=\"font-weight: 400;\">The team couldn&#8217;t tell which features clients clicked, which they ignored, or how often they logged in.<\/span><\/li>\n<\/ul>\n<h2><b>Solution: segmented onboarding flows, in-the-moment guidance, and user-level adoption data<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">The Relitix team went with Userpilot because it combined <a href=\"https:\/\/userpilot.com\/product\/user-engagement\/\" target=\"_blank\" rel=\"noopener\">user engagement<\/a> with strong <a href=\"https:\/\/userpilot.com\/product\/product-analytics\/\" target=\"_blank\" rel=\"noopener\">product analytics<\/a> features. Relitix could also easily feed its own backend data into the platform, and Userpilot had the best price-to-value ratio.<\/span><\/p>\n<blockquote><p><i><span style=\"font-weight: 400;\">\u201cI think Userpilot had the lowest cost, or it was very, very close. And if it wasn&#8217;t, there was an additional feature or support that I felt was worth the money.\u201d<\/span><\/i><\/p><\/blockquote>\n<p><span style=\"font-weight: 400;\">Relitix built its new onboarding around one idea: clients come to the platform for different jobs, so they should be onboarded differently.<\/span><\/p>\n<h3><b>Segmented onboarding flows for every use case<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">A signup wizard on Relitix&#8217;s side collects what the new user is trying to accomplish. A Userpilot welcome modal then picks up where the wizard ends and routes the user into the matching flow.<\/span><\/p>\n<blockquote><p><i><span style=\"font-weight: 400;\">\u201cThe welcome flow says: Welcome to Relitix, take a moment and pick which tour you want to go through. The users can follow that, but they can stop, come back, or choose other options.\u201d<\/span><\/i><\/p><\/blockquote>\n<p><span style=\"font-weight: 400;\">Each flow teaches the basics of its use case, which helps every user type get to their activation moment quickly.<\/span><\/p>\n<figure id=\"attachment_641631\" aria-describedby=\"caption-attachment-641631\" style=\"width: 2463px\" class=\"wp-caption alignnone\"><img decoding=\"async\" class=\"wp-image-641631 size-full\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-modal.png\" alt=\"\" width=\"2463\" height=\"1374\" srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-modal.png 2463w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-modal-450x251.png 450w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-modal-1024x571.png 1024w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-modal-768x428.png 768w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-modal-1536x857.png 1536w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-modal-2048x1142.png 2048w\" sizes=\"(max-width: 2463px) 100vw, 2463px\" \/><figcaption id=\"caption-attachment-641631\" class=\"wp-caption-text\">A modal introducing one of the Relitix features.<\/figcaption><\/figure>\n<figure id=\"attachment_641632\" aria-describedby=\"caption-attachment-641632\" style=\"width: 2488px\" class=\"wp-caption alignnone\"><img decoding=\"async\" class=\"wp-image-641632 size-full\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-tooltip.png\" alt=\"\" width=\"2488\" height=\"1396\" srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-tooltip.png 2488w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-tooltip-450x252.png 450w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-tooltip-1024x575.png 1024w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-tooltip-768x431.png 768w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-tooltip-1536x862.png 1536w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-tooltip-2048x1149.png 2048w\" sizes=\"(max-width: 2488px) 100vw, 2488px\" \/><figcaption id=\"caption-attachment-641632\" class=\"wp-caption-text\">A tooltip that&#8217;s part of the onboarding flow. It explains the feature and includes links that allow the user to learn more.<\/figcaption><\/figure>\n<h3><b>Spotlights, checklists, and a resource center for contextual learning<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Beyond the first session, Relitix uses spotlights to explain features right when users encounter them. Adie is now combining them with checklists to create an in-app learning experience: a user opens \u201cexplore this page\u201d from the <a href=\"https:\/\/userpilot.com\/product\/user-engagement\/resource-center\/\" target=\"_blank\" rel=\"noopener\">resource center<\/a>, picks the item they&#8217;re curious about, and gets the explanation and videos for that exact element.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The resource center also collects feature requests.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-641633\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-resource-center.png\" alt=\"Resource center in Relitix.\" width=\"2439\" height=\"1414\" srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-resource-center.png 2439w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-resource-center-450x261.png 450w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-resource-center-1024x594.png 1024w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-resource-center-768x445.png 768w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-resource-center-1536x890.png 1536w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/06\/relitix-resource-center-2048x1187.png 2048w\" sizes=\"(max-width: 2439px) 100vw, 2439px\" \/><\/p>\n<h3><b>User-level analytics that trigger client success plays<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Adie labels events without involving developers and tracks pages, sessions, and top events for every account. When a client approaches the end of their first 90 days, she checks how consistently they log in, watches session replays to see what they engaged with, and grades their adoption in the CRM. Then, they adjust educational resources to the client\u2019s specific needs.<\/span><\/p>\n<h3><b>Product usage dashboards that inform the roadmap<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Adie regularly checks the <a href=\"https:\/\/userpilot.com\/blog\/product-usage\/\" target=\"_blank\" rel=\"noopener\">product usage dashboard<\/a> with its stickiness report. The data visibility also changed how she works with the product team:<\/span><\/p>\n<blockquote><p><i><span style=\"font-weight: 400;\">\u201cAll the metrics that I&#8217;m getting now help me inform the conversation when I&#8217;m talking to my product team. I can say: nobody&#8217;s actually ever clicking on that, it might be a feature that we sunset. Or nobody&#8217;s clicking on it, but I know they want it based on the conversations we&#8217;re having, so we need to make that UX better.\u201d<\/span><\/i><\/p><\/blockquote>\n<h2><b>Results: a first-ever self-serve trial, climbing stickiness, and faster product decisions<\/b><\/h2>\n<p>Userpilot helped Relitix free the human resources they used for onboarding while improving user stickiness and their internal decision-making processes.<\/p>\n<h3><b>A self-serve trial that converts without hand-holding<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">The clearest win came when Relitix did something it had never dared to do: let prospects start a trial directly from the website, with no human walkthrough.<\/span><\/p>\n<blockquote><p><i><span style=\"font-weight: 400;\">\u201cWe had never done a self-service trial before Userpilot because our platform was complicated and needed a lot of hand-holding. But the first person who came through the in-app trial said: \u201cIt was great, you had all these pop-ups that came up and walked me through, and I knew just what I was doing.\u201d And that&#8217;s the entire reason why we did this.\u201d<\/span><\/i><\/p><\/blockquote>\n<h3><b>Raising product stickiness to 30%<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Relitix&#8217;s north-star metric has moved in the right direction since the Userpilot rollout, with user stickiness reaching 30% at its peak.<\/span><\/p>\n<h3><b>Product decisions backed by behavior data<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Click and event data now decides whether a feature gets sunset, redesigned, or promoted harder, and adoption scores in the CRM decide which client gets outreach. In Adie&#8217;s words: \u201cAll the information that we&#8217;re getting out of Userpilot is helping us to make better decisions.\u201d<\/span><\/p>\n<h3><b>Less support work on the horizon<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">With the knowledge base still being filled in, Adie expects the next measurable win to be a decrease in support tickets.<\/span><\/p>\n<h2><b>Make product adoption drive itself: Relitix&#8217;s advice for getting value out of Userpilot<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Relitix&#8217;s first year with Userpilot shows what a single inquisitive owner can get out of one tool. If you&#8217;re considering a similar setup, here\u2019s what you can learn from Adie&#8217;s experience:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Segment onboarding by the job users signed up for. <\/b><span style=\"font-weight: 400;\">Relitix routes new users into recruiting, market share, or office performance tours from a single welcome modal, and each tour targets the most relevant activation moment.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Compare vendors on data access, support, and price. <\/b><span style=\"font-weight: 400;\">Adie evaluated 6 to 8 platforms. Userpilot won on the analytics behind the engagement layer, the responsiveness of support, and a price that was at or near the lowest quoted.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Act on adoption data instead of just reporting it. <\/b><span style=\"font-weight: 400;\">A medium adoption score within a client&#8217;s first 90 days triggers a client success play in the CRM. Stickiness, which has peaked at 30% since rollout, is the metric that tells Adie whether those plays work.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Use behavior data to settle product debates. <\/b><span style=\"font-weight: 400;\">Features that nobody clicks get deprioritized or redesigned, so roadmap conversations start from events rather than opinions.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Jump in and ask questions. <\/b><span style=\"font-weight: 400;\">Adie learned the platform by clicking around and emailing support: \u201cI really appreciate how fast support is, and how incredibly helpful and specific.\u201d<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Here\u2019s how Adie sums it up:<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">\u201cUserpilot is absolutely worth the money. Its learning curve depends on its complexity, but once you adopt it, you will have exactly the level of success that you said you wanted.\u00a0<\/span><\/i><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Relitix is a SaaS company that turns raw real estate data into AI-assisted insights for brokerages of every size. Real estate companies use the platform to recruit productive agents, evaluate merger and acquisition targets, and coach agents on the weak spots in their business. \u2699\ufe0f Challenges Relitix&#8217;s platform is powerful but complex, so every new [&hellip;]<\/p>\n","protected":false},"author":64,"featured_media":641634,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[107],"tags":[],"class_list":["post-641627","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-studies"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How Relitix Grew Product Stickiness With Segmented In-App Onboarding - Thoughts about Product Adoption, User Onboarding and Good UX | Userpilot Blog<\/title>\n<meta name=\"description\" content=\"Userpilot helped Relitix free the resources they used for onboarding while improving user stickiness and internal decision-making processes. 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