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Everyone lands on the wizard — it's the front door for both paths.
Not live. This page is funnel analytics only (synthetic numbers — the spec). The PEOPLE board — formations lanes, disengagement lights, notes — now lives on the main Onboarding Ops kanban: one user, one card, one board.
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LTD vs sole trader, of completed wizards. Disengagement lights live on the main kanban.
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Paid LTD formations + sole trader registrations submitted.
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Of completions, how many went straight into the Accounts onboarding. The whole point of the bundle.
After formation → Accounts onboarding
A Formations user might go straight into the Accounts onboarding — or they mightn't. Bundle buyers land in it automatically; formation-only buyers and sole traders get the pitch on the done screen and we follow up. This panel is the join between the two funnels.
Went straight in (bundle / done-screen CTA)
Came back within 7 days (email nudge)
Haven't continued
Went straight in
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Came back later
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Haven't continued
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