Onboarding Flow
Provisions accounts, sequences welcome content, and pings managers when onboarding steps stall.
Overview
Triggered on new user signup, this tool provisions the account, sends a personalized welcome sequence timed to user behavior, tracks completion of key activation steps, and escalates to a success manager when a user stalls. Configurable for B2B and B2C flows.
What's included
Quickstart
- 01
Connect your auth system
Authorize via Supabase, Auth0, or a custom webhook from your signup endpoint.
- 02
Define activation milestones
List the 3–5 steps that define an 'activated' user in your product.
- 03
Write your email sequence
Use the provided templates or write from scratch. AI can draft for you.
- 04
Set stall thresholds
Define how many days before a stalled step triggers a manager ping.
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Best value
Included with Starter
One subscription. Every tool. Plus priority support.
- Every tool in the library
- Priority support included
- Cancel any time