Char
How We Work

Analytics Funnel

The 8-stage user journey we track with PostHog, from first website visit to retained paying user

We track the user lifecycle as an 8-stage funnel. Each stage has key events that tell us whether users are progressing. For implementation details and the full event catalog, see the developer analytics docs.

[                   1. Acquisition                  ]
[          2. Install         ][ 2a. Waitlist ]
[        3. Onboarding       ]
[      4. Activation      ]
[    5. Habits     ]
[  6. Retention ]
[ 7. Convert ]
[8. Paying]

1. Acquisition (website visits)

Standard PostHog pageview and session tracking.

2. Converting visits to app installs

  • download_clicked — platform, spec, source
  • show_main_window — fired whenever the app is opened. First occurrence marks install.

Optional:

  • reminder_requested — mobile waitlist signup
  • os_waitlist_joined — unsupported OS waitlist signup

3. Onboarding

  • onboarding_step_viewed — freshly downloaded users see this on first open
  • user_signed_in + identify() — account created
  • onboarding_completed — finished onboarding flow

4. Activation (first summary)

  • note_created — has_event_id
  • session_started — has_calendar_event, stt_provider, stt_model
  • note_enhanced — is_auto, llm_provider, llm_model, template_id (this is the summary)

5. Building habits (multiple meeting notes)

  • Repeated note_created events
  • Repeated session_started events
  • Repeated note_enhanced events
  • file_uploaded — file_type (audio/transcript imports)
  • message_sent — chat engagement
  • search_performed — searching past notes
  • session_exported — format, getting value out of notes

6. Retention (coming back)

  • Repeated note_enhanced over multiple days/weeks
  • Repeated tab_opened — view
  • note_edited — revisiting old notes
  • search_performed — referencing past content

7. Conversion (trial to pro)

  • upgrade_clicked — plan: "pro"
  • User property: plan changes from trial to pro
  • User property: trial_end_date for timing analysis

8. Retention (keep paying)

  • Continued session_started, note_enhanced, note_created post-conversion
  • settings_changed — ongoing engagement with app config
  • data_imported — deepening investment in the platform
  • Absence of user_signed_out

Segmentation properties

Key user properties for segmentation across all stages:

is_signed_up, plan, trial_end_date, has_configured_ai, platform, app_version, current_stt_provider, current_llm_provider