Case Study: Energage boosts onboarding engagement and increases advisory bookings by 12% with Pendo

How Energage used Pendo to encourage users to take advantage of their complimentary advisory services—improving product engagement and customer retention

Energage, a software company focused on employer branding and employee engagement, needed a better way to get customers into their product and to sign up for complimentary onboarding advisory sessions. After finding that customers who used these advisory calls were likelier to retain, the team wanted an always-on, non-email channel that could reach users at all levels and earlier in their journey.

Energage implemented a product-led approach using Pendo in-app guides and the Resource Center, adding a “Schedule Now” button, value props, and session expectations directly in the product. Within seven weeks the initiative drove a 12% increase in advisory session inquiries and bookings, earned strong feedback from customers and internal teams, improved sales and success handoffs, and created a clear path to higher retention and deeper organizational adoption.

Energage

Jill Ramondo

Manager, Customer Education and Services Development