Admin vs User Onboarding
Separate admin workspace setup (billing, permissions, integrations, team invites) from end-user activation (workflows, features) by classifying signups at entry and routing each role to a dedicated onboarding path with Intercom Checklists, Loops email sequences, and PostHog funnels.
npx gtm-skills add product/onboard/admin-onboarding-flowOutcome
≥60% admin setup completion AND ≥50% user activation
Leading Indicators
- Admin setup completion rate
- User activation rate
- Team invite rate
- Time to workspace ready
- Checklist step drop-off
Instructions
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Run admin-user-role-routing drill: classify signups as admin (workspace creator) or user (invite acceptor) via entry path. Fire user_role_classified PostHog event. Set user_role person property. Create onboarding-role-path feature flag.
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Run workspace-setup-flow drill: build Intercom Checklist with 6 admin setup steps (workspace, profile, billing, permissions, integration, team invite). Configure auto-completion triggers. Build 5-email admin lifecycle sequence in Loops.
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Run onboarding-flow drill: build end-user path with Intercom Product Tour (3-5 steps to first core action) and 3-email Loops sequence.
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Launch to 10-20 signups via PostHog feature flag. Monitor first 3-5 manually to verify routing, events, and emails.
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Track for 7 days: admin funnel (workspace_created to workspace_ready), user funnel (invite_accepted to activation_reached), checklist engagement, email engagement.
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Run threshold-engine drill: measure admin setup completion (target >=60%) and user activation (target >=50%). If PASS, proceed to Baseline.
Recommendations
Time
6 hours setup + 7 days observation
Play-specific cost
Free