SECTION 1 — 3-STEP IN-APP ONBOARDING WALKTHROUGH FLOW - Step 1 (Welcome Modal): "Welcome to DocuSignic! Let's get your first agreement signed in under 2 minutes. Select your primary role to customize your workspace." - Step 2 (Action Tooltip): "Click 'New Document' to upload your contract PDF and drag your signature fields onto the page." - Step 3 (Celebration): "First contract sent! 🎉 We'll notify you as soon as your recipient opens and signs the document." SECTION 2 — 3-PART EVENT-TRIGGERED ACTIVATION EMAIL SEQUENCE - Email 1 (Welcome): Subject: Welcome to DocuSignic (Your 2-minute setup guide) Hi {{FirstName}}, welcome aboard! Ready to get documents signed 40% faster? Follow this quick 2-minute guide to upload your first contract template: [Link]. No credit card required during your 14-day trial. - Email 2 (Inactivity Nudge): Subject: Need help sending your first contract? Hi {{FirstName}}, noticed you created your workspace but haven't sent an agreement yet. If you hit a roadblock uploading your template, reply to this email or watch our 60-second video walkthrough here: [Link]. - Email 3 (Trial Upgrade): Subject: Unlock unlimited document signatures Hi {{FirstName}}, you have 3 days left on your free trial! Upgrade to DocuSignic Pro today to maintain unlimited e-signatures, SMS reminders, and CRM sync. SECTION 3 — HIGH-CONVERTING IN-APP UPGRADE BANNER COPY - Variation A (Usage Limit): "You've reached your free contract limit! Upgrade to Pro for unlimited e-signatures and custom branding." - Variation B (Value Proof): "Send agreements 3x faster with automated SMS reminders. Upgrade your plan today!" SECTION 4 — ONBOARDING TELEMETRY & CRM WORKFLOW BLUEPRINT 1. Event Tracking: Monitor `account_created`, `document_uploaded`, and `first_contract_sent`. 2. Activation Sequence: If `first_contract_sent` is false at 24 hours -> Trigger Email 2 via Intercom. 3. Success Trigger: When `first_contract_sent` equals true -> Pass user tag "Activated User" to Customer.io.