The Beta Tester Playbook

Invites, in-app feedback, NPS, beta-only gating, and the graduation flow.

BETA-TESTER-PLAYBOOK.md · 14 sections · 2,066 words · 16 KB · markdown

Structure for the first ninety days. A beta_notes table and in-app feedback widget so bug reports land somewhere you'll read them, NPS prompts timed to activation rather than signup, beta-only feature gates, and a graduation flow that converts testers instead of stranding them.

What's inside

//beta_testers + beta_notes schema
//An in-app feedback widget with page + session context attached
//NPS prompts triggered on activation, not on a timer
//Beta-only feature gating
//The beta-graduation flow into a paid tier
//The founding-member tier pattern

When to use it

Pre-launch through the first 90 days.

Build these first

Auth & Onboarding

Straight from the file

When an admin posts a reply: 1. Trigger writes the row (RLS allows admin insert). 2. Edge function or DB trigger fires /api/beta-notes/notify which: - Inserts an in-app notification row (user sees a badge on /dashboard/beta-notes). - Enqueues a transactional email via the lifecycle email infra (trigger_event = 'beta_reply'). 3. The user's beta panel shows the threaded reply inline under the originating note.

Table of contents

0. Use this spec
1. Architecture
2. Schema (Supabase)
3. RLS — mirror the same shape across all three tables
4. In-app feedback widget
5. Founder-side admin dashboard
6. Reply notifications
7. Beta-only feature gating
8. Beta graduation flow
9. Lifecycle email cohort tagging
10. NPS prompts
11. Founding-tier overlay (optional)
12. Common pitfalls
13. Kickoff prompt

How to run it

Drop BETA-TESTER-PLAYBOOK.md into your repo, then tell Claude Code: “Read BETA-TESTER-PLAYBOOK.md and implement it in this codebase.” It's written for an agent to execute end to end. Search the file for angle-bracket placeholders and swap in your own project names, domains, and keys before the first run.

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