Onboarding Progress Stall Detection
Onboarding Progress Stall Detection
Available from v1.0.244
The platform automatically monitors every organisation's MTD onboarding progress and sends escalating nudge notifications when a checklist has stalled. This ensures landlords don't lose momentum between sign-up and their first Making Tax Digital submission.
How It Works
A scheduled job runs every day at 10:00 UTC. On each run it:
- Queries all organisations where the MTD onboarding checklist is not dismissed.
- Filters to those created more than 3 days ago that have at least one incomplete step.
- Determines exactly which steps are still blocking completion.
- Sends a notification tailored to those specific blocking steps.
The 6 MTD Onboarding Steps
The system tracks completion of the following steps in order:
| Step key | Description |
|---|---|
add_nino | Add your National Insurance Number |
connect_letting_agent | Connect your AgentOS letting agent account |
import_properties | Import your rental properties |
categorise_transactions | Categorise imported transactions |
connect_hmrc | Authorise the connection to HMRC Making Tax Digital |
compute_first_quarter | Compute your first quarterly summary |
All six steps must be completed before an organisation is considered fully onboarded.
Notification Escalation Schedule
Notifications escalate in urgency the longer a checklist remains incomplete:
Day 3+ — Initial Nudge
Sent as soon as the org is more than 3 days old with incomplete steps. The notification names the specific steps that are still outstanding so the landlord knows exactly what to do next.
Day 7 — Urgent Reminder
A more prominent reminder is sent, again explicitly listing every incomplete step by name. This is designed to re-engage landlords who may have missed the initial nudge.
Day 14 — Final Push
A final notification is sent. After this point no further automated reminders are dispatched for that checklist cycle.
Conditions for Triggering
A nudge is sent only when all of the following are true for an organisation:
- The MTD onboarding checklist is not dismissed
- The organisation was created more than 3 days ago
- At least one of the 6 MTD steps is not yet complete
Organisations that have dismissed the checklist or completed all 6 steps are excluded from every sweep.