Onboarding playbook
From sign-up to first consolidated debrief in 7 days
Starter includes 2 structured reviews a month, up to 9 participant submissions per review, and a consolidated AI-assisted report. Activation is defined as the facilitator receiving their first consolidated debrief report by day 7.
The 5-step checklist
Tick tasks as a test user would. Each step lists its tracking event and a planning target for completion.
Email triggers: day 1, 3 and 7
Pick a user state to see which variant each email sends. Emails are behaviour-triggered, not just time-based.
Send rules
- Local time: send at 9:30 am in the facilitator's time zone (Tue–Thu preferred when the day allows); never between 7 pm and 7 am.
- Suppression: skip any email whose goal event has already fired; never send more than one onboarding email in 24 hours.
- In-app first: if the user is active in the app when the trigger fires, show the in-app prompt and hold the email for 4 hours.
- Trial alignment: if you offer a 7-day free trial, the day 7 email lands as the trial converts. Send a short plan-value note on day 5 so the renewal is not a surprise.
Drop-off tracking
Funnel values are planning targets for a 100-user cohort. Edit any count with your real cohort data to find the biggest leak.
Metric definitions
| Metric | Definition | Target | Alert when |
|---|
Successful vs churned activation pathways
Typical sequences for a facilitator who retains past month 2 versus one who cancels. Select a signal to compare both paths.