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Add 'Paid call purchased' stage to onboarding tracking #14333

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molszewska merged 1 commit into from
Jan 9, 2026
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Add 'Paid call purchased' stage to onboarding tracking #14333

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1 change: 1 addition & 0 deletions contents/handbook/onboarding/onboarding-tracking.md
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Expand Up @@ -36,6 +36,7 @@ These are the statuses we use to track users in the new **Onboarding Pipeline**
- `6b. Onboarded — Engaged` - This stage is set right after sending the final outreach. Assigned to those who engaged either over email or also in a call.
- `6c. Sales Handoff` - Assigned to customers that we [hand over to sales](/handbook/onboarding/sales-handover). This can happen at any stage throughout the process.
- `6d. Churned` - Assigned to churned customers.
- `7. Paid call purchased` - Assigned when someone buys our consultation via the merch store. The status is applied automatically via [this Workflow](https://us.posthog.com/project/2/workflows/019ae005-7196-0000-2099-ab41737ab9f6/workflow).

Stages `3a` to `4b` only happen for those customers who engaged with us over email or in a call. For those who never engaged with us, they skip immediately to `5. Awaiting Final Outreach`.

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