Most template businesses don’t have a traffic problem—they have a activation problem. If users don’t finish setup, they never see value… and they never subscribe.
The 5-step “done” moment
- Copy the template (one link)
- Install the add-on (so the sidebar coach appears)
- Connect accounts (bank sync populates the data layer)
- Set the goal (savings target or debt payoff)
- Generate the plan (the first tangible output)
What to ship in week one
- One weekly email that highlights a single insight (“here’s your biggest category this week”)
- One next action (“move $X to savings”, “lower dining out by $Y”)
- One in-sheet prompt for the AI coach to answer
Creator CTA: Become a partner to launch your branded onboarding flow.