New user onboarding experience
Document
Trigger: OAuth nearing completion - time to think about what happens after someone connects.
Framing
Onboarding isn't just "getting connected" — it's "becoming productive." The path to productivity differs by persona, but shares a common entry point.
Personas
| Persona | Example | Entry point | Workspace state | Key challenge |
|---|---|---|---|---|
| Collaborator | Collaborator A | Invited | Already exists | "How do I navigate this?" |
| Solo dev | Claude Code user | Self-discovery | Empty | "How do I structure this?" |
| Team lead | Richard | Already using solo | Creating for others | "How do I set this up for my team?" |
Journey Structure
Connect (shared)
|
+-> First session
|
+- No workspace -> Bootstrap flow (solo dev)
|
+- Has workspace
|
+- Owner -> Architecture flow (team lead)
+- Member -> Orientation flow (collaborator)
Coverage Analysis
| Area | Status |
|---|---|
| Connection flow | Well covered (OAuth investigation) |
| Collaborator orientation | Partially covered (onboarding instructions task) |
| Solo dev bootstrapping | Gap - primary target user not covered |
| Team lead architecture | Partially covered (Partner Workspace case) |
Open Questions
Section 1: Connection (shared)
- Largely solved via OAuth work
- Remaining: final deployment, testing with real users
Section 2: First Session by Persona
Solo dev (the gap):
- What do they see when they first connect with no workspace?
- Empty workspace vs. template vs. guided setup?
- What's the minimum viable structure to start?
- How do we teach "what to capture"?
Collaborator:
- How do they orient to existing structure?
- Do they need a "tour" or just dive in?
- What if conventions aren't documented?
Team lead:
- How do they structure for others vs. themselves?
- When to create new workspace vs. invite to existing?
- How to establish conventions that stick?
Section 3: Path to Productivity
- What's the "aha moment" for each persona?
- What habits differentiate effective users?
- How do we measure success? (sessions without re-explaining context?)
Related Work
- "Understand what it means to add another user" exploration (Collaborator A case)
- "Product Direction & Positioning" analysis (target: single-player devs first)
- OAuth investigation (connection flow solved)