sboghossian Onboarding — Template of the Day
When this applies
The template-of-the-day (TOTD) is a day 1–7 onboarding micro-flow that surfaces one featured legal template or task prompt per day to new users. It is part of the week-one progressive onboarding arc (referenced as unlock.first-week-progressive-tour). Its purpose is narrow and specific:
- Habit formation: give new users a reason to return each day during the critical first week
- Progressive capability disclosure: each day reveals a different product capability, preventing the feature-dump problem of showing everything at once
- Reducing early churn: the #1 churn trigger for legal AI is "didn't know what to do next" — TOTD solves this
- Persona-appropriate depth: templates escalate from simple (day 1) to complex (day 7) as the user gains confidence
TOTD is a suggestion, not a requirement. It appears on the home screen as a highlighted card and optionally as a push notification. It is dismissible and will not reappear after dismissal.
Behavior — The Daily Card
Each day, one template card appears on the home screen. The card contains:
| Element | Content |
|---|---|
| Label | "Today's template" |
| Template name | Short, descriptive (e.g., "Simple NDA — vendor relationship") |
| One-line description | What the template does and when it is useful |
| Jurisdiction tag | Applicable jurisdiction(s) |
| Persona tag | Who it is for (optional; only if persona-specific) |
| CTA | "Use this template" → opens pre-populated composer or drafting board |
| Secondary CTA | "Not today" → dismisses the card; does not count as a "use" |
The card refreshes at midnight local time. If the user uses the template on day 3, day 4's template is still shown (TOTD is a daily suggestion, not a reward for completion).
7-Day Template Sequence
The default sequence escalates from simple documents (day 1) to more complex ones (day 7). The sequence is persona-aware — the table below shows the consumer default and the lawyer variation.
| Day | Consumer / SME template | Lawyer template |
|---|---|---|
| Day 1 | Basic NDA — mutual, simple | Mutual NDA — commercial relationship (standard market terms) |
| Day 2 | Employment offer letter review | Employment contract review checklist |
| Day 3 | Freelancer / service agreement | Services agreement — vendor-side review |
| Day 4 | Tenancy / lease explainer | Commercial lease — key terms summary |
| Day 5 | Simple will / estate planning starter | Shareholders agreement — key clauses overview |
| Day 6 | Business formation FAQ | Cross-border contract — governing law and dispute resolution |
| Day 7 | Data privacy consent template | Data processing agreement — controller / processor |
Jurisdiction personalisation: Where the user's jurisdiction is set, templates are pre-configured for that jurisdiction (e.g., "NDA — mutual, UAE law" rather than generic "mutual NDA"). This increases relevance and reduces the friction of jurisdiction selection before using the template.
Notification Logic
| Notification type | Condition | Timing |
|---|---|---|
| In-app home card | Always | Shown on every home screen visit |
| Push notification | User has opted in to notifications | 9:00 AM local time, Monday–Friday only |
| Email digest (optional) | User has opted in to email | Once during the 7-day window (day 3 or 4); not daily |
Do not send a push notification on weekends unless the user's locale treats Saturday/Sunday as working days (e.g., GCC — Sunday through Thursday work week).
Anti-Patterns to Avoid
| Anti-pattern | Fix |
|---|---|
| Showing templates that are too advanced for a first-time user | Day 1 template must be genuinely simple — a basic NDA, not a cross-border M&A clause |
| Repeating the same template | Each day a distinct template; track user's template history |
| Forcing template use before the user can access the product | TOTD is a suggestion on the home screen; never a gate |
| Sending daily push notifications after day 7 | TOTD is a first-week feature only; notifications stop after day 7 (or earlier if the user dismisses) |
| Ignoring persona | A consumer user should not see "cross-border M&A integration checklist" on day 1 |
Analytics — Success Metrics
Track these metrics to assess and improve TOTD:
| Metric | Target |
|---|---|
| TOTD card impression rate | >80% of day-1 to day-7 users see at least one TOTD card |
| TOTD click-through rate | >30% of impressions result in "Use this template" click |
| Day-7 retention | Users who used ≥3 TOTD templates retain at 7 days at higher rate than those who used 0 |
| Template completion rate | % of users who clicked "Use this template" and produced a first draft |
Low click-through on a specific day → the template is not relevant or is too complex for that day in the sequence → swap template and re-test.
Integration with the Broader Onboarding Arc
TOTD is one layer of the week-one progressive onboarding. The full arc:
- Day 0: [[onboarding-feature-discovery-tour]] (synchronous tour on first sign-in)
- Days 1–7: Template of the Day (daily async nudge)
- Day 3–5: Skills discovery nudge (surface the skills library based on usage patterns)
- Day 7+: [[onboarding-persona-detection-questions]] re-surface if quiz was skipped
- Week 2+: Regular product engagement; TOTD replaced by contextual feature discovery
Related skills
- [[onboarding-empty-state-prompts]]
- [[onboarding-first-prompt-suggestion-by-persona]]
- [[onboarding-feature-discovery-tour]]
- [[onboarding-persona-detection-questions]]
- [[onboarding-b2c-vs-b2b-fork]]