vertical-onboarding

# Vertical onboarding — switch them in, to first value, fast The incumbent's moat is switching cost. Our wedge is dissolving it. Onboarding is where that promise is kept or broken. **Design onboarding as a funnel with one activation milestone, import-first.** ## 1. Import-first, not blank-slate The default first-run path is **"bring your data from {incumbent}"**, powered by `migration-import-engineer`'s import contract — not an empty dashboard the user must fill by hand. A new user should see *their own* customers/jobs/menu/listings within minutes. - Offer the import on screen one, with the named incumbent ("Import from ServiceTitan"). - Run it as a dry-run preview the user approves (the import contract's operator step). - Provide a **sample-data fallback** ("Explore with example data") for users who can't export yet — never a dead empty state. ## 2. One activation milestone (define it per product) Pick the single action that means "this user got value" — the north-star of onboarding. Everything in first-run drives toward it. Examples: | product | activation milestone | |---|---| | quoting (home services) | sent first priced quote | | online-ordering (restaurants) | published menu + took first test order | | class-booking (fitness) | imported members + first class booked | | inventory (retail) | synced catalog + first reorder rule set | | transaction-coordination (real estate) | first transaction checklist created | | sponsorship-crm (creator) | first sponsor + deal ...