{
 "id": "2.11",
 "title": "Onboarding",
 "department": "Product",
 "department_slug": "product",
 "direction": null,
 "branded": false,
 "status": "draft",
 "owner": "Param",
 "last_verified": "Mon Oct 26",
 "holds": "Paste, sign in, the read, three questions, the reveal, the first win",
 "urls": {
  "html": "https://handbook.joinsquareup.com/product/onboarding",
  "markdown": "https://handbook.joinsquareup.com/product/onboarding.md",
  "json": "https://handbook.joinsquareup.com/product/onboarding.json"
 },
 "other_directions": [],
 "tldr": {
  "headline": "From a pasted link to a first hand off, in eight steps",
  "points": [
   {
    "icon": "rocket",
    "text": "Paste, sign in, read, questions, setup, claim, Plays start, invite."
   },
   {
    "icon": "warn",
    "text": "The 25 Oct audit found about 11 screens and 14 choices before the first card."
   },
   {
    "icon": "heart",
    "text": "Tomorrow: three quick questions, a reveal, and a first win bar."
   },
   {
    "icon": "lock",
    "text": "Plays start only on the first feed open; reminders go at 3 hours and a day."
   },
   {
    "icon": "clock",
    "text": "Time five first runs before quoting ten minutes anywhere."
   }
  ],
  "stat": {
   "value": "3",
   "label": "new brands daily per person"
  },
  "decide": "Which three questions open the read? Proposal: the brief's three.",
  "mood": "building"
 },
 "sources": [
  "brew origin/main b91e364: SCOPE.md:11, 24; SPEC.md:90-100",
  "brew origin/main: auth.js:31, public/app.js:276, 762-779; public/questions.js:2-40; build.js:222-239, 363, 395; confirm-remind.js:114; shopify-app.js:3",
  "brand-directions/_shared/product-model.md:34, 37-49",
  "brand-directions/_shared/ia.md:85-93",
  "brand-directions/book/content/c1.js c-1b; d1.js d-5",
  "brand-directions/BRIEF.md section 3.5",
  "memory: brew-access-rules, brew-feed-open-moves, brew-v2-onboarding, brew-shopify-app-review, brew-team-jams, brew-closed-store-gate"
 ],
 "open_questions": [
  "**Which three questions?** Proposal: the brief's three, and keep lead products as an optional Settings row.",
  "**Does an invited teammate get the questions?** Proposal: only Which of these do you handle.",
  "**Can an agency start a read for a client?** Proposal: not until the brand invites them.",
  "**The Shopify home says the first read takes about half an hour.** Proposal: time it inside Shopify and use the same words as the web."
 ],
 "parts": {
  "Answer": "Onboarding takes a founder from a pasted link to a first hand-off: paste, sign in, watch the read, answer three questions, see the reveal, then heart one, make one, hand off one.",
  "Today": "| Step | What the build does | Source |\n|---|---|---|\n| 1 Paste | One box and Build my feed; a name instead of a link is refused inline | [src: docs/handover/product/02-user-journeys.md:7] [src: brew-qa-status-2026-10-19.md FEED-QA-26] |\n| 2 Sign in | Google; only the brand's own email, an invite or staff; three new brands a day per person | [src: auth.js:31] [src: public/app.js:276] [src: build.js:222-225] |\n| 3 Reading | Steps open, brand, catalog, reviews, ads, site, answers, each with a real finding | [src: SPEC.md:92] |\n| 4 Questions | Five on the reading screen: seat, what first, channels, lead products, rivals; answers kept per person | [src: public/questions.js:36-40] [src: memory brew-v2-onboarding] |\n| 5 Setup | Check what we read, seat, want, connect, team; a refresh reopens the same step | [src: public/app.js:764] |\n| 6 Claim | The first person with the brand's email owns it; starting a read never claims | [src: memory brew-access-rules] |\n| 7 Plays start | Only on the first feed open; reminders at 3 hours and a day; \"your first Plays are ready\" email | [src: build.js:239] [src: confirm-remind.js:114] [src: build.js:395] |\n| 8 Invite | Onboarding ends with Invite your team; same domain colleagues join | [src: SCOPE.md:24] |\n\nOther ways in:\n\n| Who | Today | Source |\n|---|---|---|\n| Invited teammate | Invite email, join page, the brand | [src: memory brew-team-jams] |\n| Shopify store | Install from Shopify; the store's domain picks the brand; installer is owner if unclaimed | [src: shopify-app.js:3] [src: memory brew-shopify-app-review] |\n| Closed store | Read from the admin, team only until it opens | [src: memory brew-closed-store-gate] |\n\nThe 25 Oct audit counted about 11 screens or overlays and up to 14 choices before the first card, with six skip labels [src: brand-directions/book/content/d1.js d-5 ob-ten-minutes].",
  "Tomorrow": "| Item | Version | Tag | What it is |\n|---|---|---|---|\n| Paste and sign in | v1 | Stays | Same order, restyled |\n| Three quick questions during the read | v1 | New | What you handle, your next big moment, one thing you never want to post; each answer visibly sharpens the picks [src: brand-directions/BRIEF.md 3.5] |\n| Five full screen questions | v1 | Goes | Their data paths stay |\n| The reveal, Here's your store | v1 | New | One sourced, shareable finding, then the picks |\n| Check page | v1 | Changes | Optional, inside What we know about you, no timer; the claim must still happen |\n| Setup steps, ready overlay, swipe tuner, welcome card | v1 | Goes | Connect and invite move to Settings |\n| First win bar | v1 | New | Heart one, make one, hand off one, shown in the first week only |\n| One skip label, Skip | v1 | Changes | Six become one |\n| Memory meter | v1 | New | How much we know about the store, never results |",
  "How we do it": "1. Time five first runs on production, paste to first hand-off, before quoting ten minutes anywhere.\n2. Test outsider paths after any auth change: a Gmail account must see the wall.\n3. Never start a full read only to test onboarding; use a partial run or the demo [src: memory feed-for-all-brands].",
  "Numbers": "| Step | Counts | Where measured | Status |\n|---|---|---|---|\n| Pasted | Build my feed taps with a valid address | Build requests | Proposed |\n| Signed in | Work emails accepted; refusals counted apart | Visitors log since 23 Oct | Proposed, log exists [src: memory brew-access-rules] |\n| Read finished | Reads that complete all seven steps | Build status | Proposed |\n| First heart, make, hand-off | Each within the first session | Decision log | Proposed |\n| Second Monday | Opens the next Monday | Feed opens | Proposed |",
  "Open": "1. **Which three questions?** Proposal: the brief's three, and keep lead products as an optional Settings row.\n2. **Does an invited teammate get the questions?** Proposal: only Which of these do you handle.\n3. **Can an agency start a read for a client?** Proposal: not until the brand invites them.\n4. **The Shopify home says the first read takes about half an hour.** Proposal: time it inside Shopify and use the same words as the web."
 }
}