operations · Alpha — design partners only

User onboarding orchestrator

Runs the new-user onboarding sequence: emails, in-app prompts, success checkpoints, intervention.

What it does

Orchestrates a 30-day new-user onboarding flow across your product, email, and customer-success teams. Triggers events: welcome email, first-success email, at-risk intervention, upgrade-prompt at activation, win-back if user goes dark. Connects to your product analytics (Posthog, Mixpanel, Amplitude) to time interventions on actual user behaviour, not arbitrary days.

Inputs

Product analytics integration. Email sequences. Success milestone definitions (e.g., '3 reports generated' or 'team invited').

Outputs

Per-user onboarding state machine. Triggered emails + in-app prompts. CSM Slack ping for at-risk users.

Cost per run

~$0.10 per user per month of orchestrated onboarding.

Models used

Claude Sonnet for personalized email content. Custom state machine for trigger logic.

Best for

B2B SaaS with >100 new signups/month. Brands where activation rate is the limiting metric on growth.

Not for

Brands with low signup volume (manual is fine). Brands without product analytics (set up Posthog or Mixpanel first).

Common questions

Will it spam my new users?

No — interventions are triggered on user behaviour, not on time. A user who's actively using the product gets fewer emails than a user who signed up and went dark.