Project plan

Self-serve onboarding

Signup to a working workspace with nobody in the loop. Four phases, seventeen weeks, two people.

On track — phase 2 of 4, one week ahead

Owner
Priya Raman
Window
27 Jul → 20 Nov 2026
Next milestone
25 Sep · phase 2 exit
Reviewed
Fortnightly, Thu

The seventeen weeks

One column per week; the dashed line is today, 4 Sep. Every date is written out, so the plan reads without the chart.

AugSepOctNov

1 · Discovery 27 Jul → 21 Aug

Complete

2 · Signup 24 Aug → 25 Sep

In progress

3 · Guided setup 28 Sep → 30 Oct

Not started

4 · Billing 2 Nov → 20 Nov

At risk

What each phase actually delivers

Phase 1 Complete

Discovery & instrumentation

27 Jul → 21 Aug · Dana Okafor

  • Funnel events on every step from signup to first publish.
  • A baseline: 41% of trials never create a workspace.

Exit: baseline dashboard signed off. Met 19 Aug, two days early.

Phase 2 In progress · week 2 of 5

Signup & workspace provisioning

24 Aug → 25 Sep · Priya Raman

  • Email and Google sign-in, no invite code.
  • Workspace created on the first request, not by a job.

Exit: a new account reaches a working workspace unaided.

Phase 3 Not started

Guided setup & templates

28 Sep → 30 Oct · Marco Bellini

  • Six starter templates, three written by docs in September.
  • A setup checklist that dismisses itself when done.

Exit: 60% of new workspaces publish something in their first week.

Phase 4 At risk

Self-serve billing

2 Nov → 20 Nov · Priya Raman

  • Card capture, plan upgrade, invoice history.
  • Downgrade and cancel, so support does not have to.

Exit: a customer upgrades without contacting sales.

Depends on other people

Billing migration to the new ledger Blocks phase 4 Finance platform · due 10 Nov

Ten days of float. Later than 13 Nov and phase 4 moves to December.

Security review of the invite flow Blocks phase 2 exit Security · due 18 Sep

Booked. A week of slack before the phase 2 exit date.

Pricing page copy Wanted, not blocking Marketing · due 16 Oct

Phase 4 ships with the current copy if this is late.

What could go wrong

The billing migration slips Likely · High impact

Mitigation: phase 4 drops to card capture if the ledger misses 13 Nov.

Google sign-in review takes longer than quoted Possible · Medium impact

Mitigation: email sign-in ships first and stands alone. Google is additive.

Starter templates are not good enough to matter Unlikely · Medium impact

Mitigation: three are written and reviewed before phase 3 opens.