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Userorbit templates

Product workflow templates that include the metric

Explore templates for customer-facing experiences, feedback loops, roadmaps, support content, analytics boards, and AI-assisted release work.

Browse by surface

Start with the product surface

Tours, banners, surveys, roadmaps, changelogs, help centers, analytics boards, and agent workflows each get their own indexable collection.

Browse by use case

Start with the outcome

Every workflow connects what users see with what your team should measure and do next.

Userorbit advantage

Templates are not just snippets

Each template is built as a complete product workflow: publish the experience, collect feedback, update the roadmap, support the user, and inspect the analytics board.

CopyTargetingWorkflowAnalyticsAI prompt

Templates

Popular templates

33 templates

  • LaunchReady

    Feature Launch Loop

    Turn a shipped feature into a coordinated roadmap update, launch announcement, changelog entry, adoption prompt, and feedback loop.

    Roadmap updateAnnouncementAnnouncements
  • FeedbackReady

    Feedback-to-Roadmap Pipeline

    Collect requests, cluster them with tags, route high-signal ideas into roadmap topics, and close the loop with public comments.

    Feedback boardTriage tagsFeedback Boards
  • OnboardingReady

    First-Session Activation Checklist

    Guide new signups through the shortest path to value with a welcome modal, three checklist tasks, contextual tooltips, and completion survey.

    Welcome modalChecklistProduct Tours
  • LaunchReady

    Beta Program Opt-In

    Recruit the right users into a feature beta, collect expectations before access, and turn beta feedback into roadmap evidence.

    Opt-in modalSignup formAnnouncements
  • LaunchReady

    Release Notes Copy Pack

    A set of customer-facing changelog formats for major launches, minor improvements, fixes, deprecations, and migration notices.

    Major releaseMinor updateAnnouncements
  • RoadmapReady

    Public Roadmap Starter Kit

    Launch a credible public roadmap with stage definitions, topic prompts, voting copy, and update cadences.

    Roadmap stagesTopic templatesRoadmap
  • FeedbackAdvanced

    NPS and CSAT Follow-Up

    Route promoters, passives, and detractors into different product workflows instead of letting survey responses sit in a dashboard.

    NPS surveyCSAT surveyFeedback Boards
  • RetentionAdvanced

    Churn Exit and Recovery Loop

    Capture cancellation reasons, tag product gaps, link users to roadmap progress, and send win-back announcements when fixes ship.

    Exit surveyReason tagsFeedback Boards
  • OnboardingAdvanced

    Feature Adoption Campaign

    Promote an underused feature with a targeted banner, short tour, checklist task, and usage-based follow-up.

    Audience ruleBannerProduct Tours
  • Agent OpsReady

    AI Agent Release Ops

    Let Codex, Claude Code, Cursor, or Hermes draft release comms, move roadmap items, close feedback, and create help docs after shipping.

    Agent promptAnnouncement draftAI Agent
  • SupportIdea

    Resource Center Launch

    Package help articles, release notes, onboarding tours, and contact routes into an in-app resource center users can open anytime.

    Help collectionChecklist linksProduct Tours
  • RevenueIdea

    Upgrade Moment

    Show expansion prompts when users hit a natural product limit, then capture objections and route them to sales or product.

    Upsell modalTooltip
  • SupportIdea

    Incident and Maintenance Comms

    Coordinate maintenance banners, help-center updates, post-incident announcements, and feedback capture after disruption.

    BannerHelp articleAnnouncements
  • SupportAdvanced

    Docs from Launch

    Create launch-ready help articles from product changes, then attach those docs to tours, announcements, and support prompts.

    Help articleAnnouncement linkHelp Center
  • RevenueIdea

    Review and Advocacy Ask

    Ask happy users for reviews, case-study participation, or referrals after they complete a meaningful product milestone.

    Promoter segmentIn-app askAnnouncements
  • AnalyticsReady

    Product Health Overview

    A leadership board for active users, active accounts, activation, retention, adoption, sentiment, and churn-risk accounts.

    Health scorecardsAccount trendAnalytics
  • AnalyticsReady

    Activation and Time-to-Value

    Track the shortest path from signup to first value, highlight slow cohorts, and surface onboarding blockers by segment.

    Activation funnelTime distributionAnalytics
  • AnalyticsReady

    Account Activation Board

    Measure account-created, users-invited, admin setup, integration setup, and first team value for B2B products.

    Account funnelSeat activationAnalytics
  • AnalyticsReady

    Feature Adoption Board

    Track discovery, first use, repeat use, segment fit, and adoption lift from tours, banners, and checklist prompts.

    Discovery chartFirst-use funnelAnalytics
  • AnalyticsReady

    New Feature Launch Board

    Connect announcement reach, changelog clicks, feature views, first use, repeat use, and launch feedback in one readout.

    Announcement reachClick-throughsAnalytics
  • AnalyticsReady

    Core Workflow Funnel

    Measure start, step completion, drop-off, time-to-complete, and downstream retention for a critical product workflow.

    Step funnelDrop-off pathsAnalytics
  • AnalyticsAdvanced

    Trial-to-Paid Funnel

    Follow trial start, activation, key usage, paywall view, checkout, conversion, and retention guardrails.

    Trial funnelPQA rulesAnalytics
  • AnalyticsReady

    Retention Cohort Board

    Compare retained users or accounts by signup cohort, activation status, acquisition source, persona, plan, and feature adoption.

    Cohort tableActivated comparisonAnalytics
  • AnalyticsAdvanced

    Lifecycle Board

    Classify accounts as new, returning, resurrected, dormant, or at-risk, then route each state into a matching Userorbit action.

    Lifecycle statesDormant accountsAnalytics
  • AnalyticsReady

    Churn Risk Board

    Identify accounts with login drops, usage declines, failed workflows, negative feedback, unresolved blockers, or renewal risk.

    Risk scoreUsage dropAnalytics
  • AnalyticsAdvanced

    Expansion Readiness Board

    Spot high-usage accounts with seat saturation, advanced feature adoption, upgrade intent, and product-led revenue signals.

    Expansion scoreSeat saturationAnalytics
  • AnalyticsAdvanced

    Product-Qualified Account

    Score accounts by activation, multi-user activity, admin setup, high-intent usage, ICP fit, and sales handoff readiness.

    PQA scoreFit signalsAnalytics
  • AnalyticsReady

    Feedback + Usage Board

    Compare requested features with actual behavior, account value, segment fit, churn risk, roadmap status, and release adoption.

    Request volumeUsage evidenceAnalytics
  • AnalyticsReady

    Announcement Impact Board

    Measure announcement views, clicks, dismissals, fatigue, feature adoption after view, and segment-level response.

    ViewsClicksAnalytics
  • AnalyticsReady

    Tour and Checklist Performance

    Track tour starts, step exits, checklist completion, skipped tasks, activation lift, and later feature adoption.

    Tour stepsChecklist tasksAnalytics
  • AnalyticsAdvanced

    Help Center Deflection Board

    Connect article views, searches, no-result searches, ticket reduction, unresolved searches, and context-specific help gaps.

    Article viewsSearch termsAnalytics
  • AnalyticsIdea

    UX Friction and Drop-Off Review

    Combine funnel drop-offs, repeated actions, device issues, support messages, surveys, and feedback into one review queue.

    Drop-off queueDevice segmentAnalytics
  • AnalyticsIdea

    Tracking Plan Health

    Check required events, missing properties, identity coverage, account mapping, stale dashboards, schema drift, and owner notes.

    Required eventsMissing propertiesAnalytics