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Prepare the whole sequence

Product onboarding kit

Useful onboarding follows the user's progress. A completed step should change the plan rather than trigger an irrelevant reminder.

Make the next step deliberate.

  1. Account event

    Use the real signup or sign-in state and preserve recovery details.

  2. First useful action

    Explain one next step that belongs to the product.

  3. Progress follow-up

    Re-evaluate the current account state before reminding somebody.

A brief with boundaries.

Prepare an onboarding plan from the actual account events. Preserve recovery variables, distinguish essential and marketing messages, stop reminders after completion, and ask for review.

Read the complete text
# Product onboarding kit — Moosewave preparation pack

Useful onboarding follows the user's progress. A completed step should change the plan rather than trigger an irrelevant reminder.

## Agent brief
Prepare an onboarding plan from the actual account events. Preserve recovery variables, distinguish essential and marketing messages, stop reminders after completion, and ask for review.

## Stages
1. Account event: Use the real signup or sign-in state and preserve recovery details.
2. First useful action: Explain one next step that belongs to the product.
3. Progress follow-up: Re-evaluate the current account state before reminding somebody.

## Published template references
- Editable studio: https://moosewave.com/templates/magic-link-fallback-code/
- Trade-in confirmation: https://moosewave.com/templates/trade-in-confirmation-email-template/
- Usage alert: https://moosewave.com/templates/usage-alert-email-template/
- Spend pause: https://moosewave.com/templates/spend-pause-email-template/
- Test access confirmation: https://moosewave.com/templates/test-access-confirmation-email-template/
- Renewal receipt: https://moosewave.com/templates/renewal-receipt-email-template/
- Update ready: https://moosewave.com/templates/update-ready-email-template/
- Venue change: https://moosewave.com/templates/venue-change-email-template/
- Recycling receipt: https://moosewave.com/templates/recycling-receipt-email-template/

## Review checks
- [ ] Never invent a completed user action.
- [ ] Essential account messages and optional marketing have different purposes.
- [ ] Confirm actual facts, permission, exclusions, and destinations.
- [ ] Review the exact message and audience version.

This is a preparation pack, not an activated journey. Template HTML is available through each template's published delivery flow. Example brands and previews are illustrative; no live message is sent.

A planning pack with references and review steps—not an activated journey or a bundle of unpublished HTML.

Published designs to start from.

Real entries in the public library. Preview each design, choose its delivery flow, and replace illustrative content with your approved facts.

These are starting points, not a claim of a completed or activated campaign. Studio examples may need structural changes for your use case.

Keep these checks close.

  • Never invent a completed user action.
  • Essential account messages and optional marketing have different purposes.

Talk to Moosewave about your workflow. For technical context, see documentation and security.