The member onboarding playbook

The templates, scripts, and scorecards behind a member's first 30 days. Design the first session around one action, then run the month like a funnel.

Get the playbook

What's inside

From first click to habit

Six chapters, from the first session to the operator calendar.

The first session

An activation checklist you can run this week: remove signup friction, one start-here space, one tiny first action.

The first-week emails

Four short sends written out in full, subjects and bodies. The fourth only fires if the member hasn't acted.

Prompts and programs

Six intro-thread prompts that get replies, a welcome-space outline, and a buddy program that fits on one page.

Check-ins at 30, 60, and 90

The exact questions to ask at each checkpoint, and what to change based on the answers.

Measure it like a funnel

Define your activation list, pick defensible thresholds, and run the weekly scorecard: joined, activated, returned, habituated.

The operator calendar

What your team does day by day for the first month, sized for one owner spending about an hour a day.

FAQ

Common questions

Are the guides free?

Yes. Fill in one short form and the download opens on this page, with a copy sent to your inbox.

Do I need to be a Bettermode customer?

No. It works whether you run Discourse, Circle, Discord, or nothing yet.

How long is it?

Fourteen pages, most of them templates and worksheets. The reading part fits in one sitting.

Does this need a big team?

No. The operator calendar is sized for one owner spending about an hour a day in the first month.

Will this put me in a sales sequence?

No demo sequence fires off this form. There's a checkbox if you want new guides emailed to you, and leaving it unticked still gets you the download.

Who wrote them?

Our GTM team, from running Bettermode's own community: the public Wishlist board, the events space, and the answer surface at bettermode.com/hub. The examples are things we have done or measured.

Ready when you are

One work email, and the download appears on this page straight away.

Get the playbook