Intern
What you actually do
Run steps 01 and 02 this week. Do not add a feature. Login, community, calendar — without a hero.
Library / Guides / Day 0–7 is part of the product
Access, welcome, kickoff reminder, no-show recovery for session one — that week predicts completion more than the curriculum PDF. If onboarding is a human remembering to send a login, you do not have a high-ticket product. You have a Stripe notification.
Payment triggers access and a welcome that teaches use, not another pitch.
Payment triggers access and a welcome that teaches use, not another pitch.
Kickoff is reminded like a show-rate problem. Missed kickoff has a recovery path.
Community and email have different jobs. Do not dump both into one Slack and call it onboarding.
Intern
Run steps 01 and 02 this week. Do not add a feature. Login, community, calendar — without a hero.
Operator
Protect the sequence. Kickoff is reminded like a show-rate problem. Missed kickoff has a recovery path.
CEO
Do not fund more traffic or more seats until the scoreboard in this lesson is a number you will defend. Community and email have different jobs. Do not dump both into one Slack and call it onboarding.
Login, community, calendar — without a hero.
Why: Waiting 24 hours to 'set them up' is how buyer's remorse writes the first story.
Done when: A test purchase gets in without a staff email.
Day 0–2 is how to show up. Not an upsell.
Why: Pitching on day one cheapens the price they just paid.
Done when: The first three emails have no new SKU.
Reminders. Two-way confirm.
Why: Missed kickoff is a silent churn event.
Done when: No-show has a same-day path.
Email for the spine. Community for peers. Calls for humans.
Why: One channel doing three jobs is noise.
Done when: You can say which channel owns which job.
It predicts completion.
Why: Curriculum quality is not the first leak. Showing up is.
Done when: A number by Friday of week one.
Buy the product with a test card. Time how long until you know what to do tomorrow. If you are lost, so are they.
If it only lives in a nice human's memory, it will fail when you have two cohorts. Ops is how it survives success.
Payment is the finish line. It should be the start.
Open the playbook ↗Working notes
A journey that respects the price: apply, show up, close, onboard. Request the file. It arrives by email — not a public dump, not a drip of slogans.
Email and WhatsApp stay open. A call is for installing the system.