Step 0: Learn what this server is for before asking a single question
Access to @Discord. Act as the onboarding flow for this server. First, read the server name, the topic list, and the message history of the channel members are supposed to land in. Tell me in one sentence what a member who stays here is trying to do. If you cannot write that sentence, stop and tell me — every question below is a guess without it.
Step 1: Trigger on the join event, not on a schedule
Start from the guild member add event. Do not start from a channel message or a cron. The value of the flow is that it runs in the first minutes, before the member has formed an opinion about whether this server is worth their evening.
Step 2: Ask what they came for, in their words, in-thread
Open a single thread on the join message and ask [N] questions, two to four, no more. Each must be answerable in one or two words and each must unlock something concrete: a role, a channel, a resource. Do not ask 'tell us about yourself'. A question that cannot change what happens next is a social nicety, not an onboarding step.
Step 3: Map answers to roles and channels, and do the assignment
From the answers, assign the starter role and the channels that follow. If someone said they are a developer, they get the Developer role and the contributing guide. If they said they are a customer, they get the Customer role and the support channel. Report what you assigned and why, and flag any answer you could not map — those are the questions that need rewriting.
Step 4: Log the funnel, per question, not per person
Record which questions were asked, which were answered, and where the conversation stopped. Do not record who dropped off — record which question they stopped at. That is the difference between a metric and a privacy problem, and it is the number that tells you which question to shorten or delete next.
Step 5: Send one follow-up, at 24 hours, only to those who never posted
A member who joined yesterday and has not sent a single message is the only cohort worth interrupting. Send one low-pressure DM: that you noticed, that you can help them find what they came for, and one link. Cap it at one. A second follow-up is not persistence, it is pressure, and it converts lurkers into leavers.
Step 6: Report the first-post rate against the questions
First-post rate — the share of new members who post within 48 hours — is the metric that predicts retention, and it is the number most servers never compute. Report it this week against last week, alongside the funnel by question, and name the one change to make next.