Beta Testing Guide¶
Week 5 Day 4 - Phase 4¶
Date: October 24, 2025 Version: 20251024.14:00 Status: Ready for Beta Launch Target: 5-10 beta testers, 2-week testing period
Table of Contents¶
- Overview
- Pre-Launch Checklist
- Beta Tester Selection
- Onboarding Process
- Testing Scenarios
- Monitoring and Analytics
- Feedback Collection
- Issue Tracking
- Success Metrics
- Timeline
- Communication Templates
- Troubleshooting
Overview¶
Objectives¶
Primary Goals: 1. Validate production Stripe billing flow (checkout → subscription → webhook) 2. Test real payment processing (cards, SEPA, 3D Secure) 3. Identify usability issues in billing UI 4. Gather feedback on pricing (€99 TEAM, €299 ENTERPRISE) 5. Validate team collaboration features (invite, roles, settings, member limits) 6. Test quota enforcement under real usage (PR analyses + member limits) 7. Collect testimonials for marketing
Success Criteria: - ✅ 80%+ successful checkout completions - ✅ 100% webhook delivery rate - ✅ <5% payment failures (excluding user errors) - ✅ <3 critical bugs discovered - ✅ 4+ positive testimonials collected - ✅ Average satisfaction score ≥⅘
Beta Testing Scope¶
In Scope (must test): - ✅ User registration and team creation - ✅ FREE plan → TEAM plan upgrade (€99/month) - ✅ Stripe checkout flow - ✅ Webhook processing (subscription created, updated, deleted) - ✅ Customer Portal (update payment, view invoices, cancel) - ✅ Team member invitation with limit enforcement - ✅ Member limit enforcement (FREE: 1 user, TEAM: 5 users, ENTERPRISE: unlimited) - ✅ Usage quota enforcement (FREE: 20 PR analyses/month) - ✅ Grace period (3 days over quota) - ✅ Team settings (billing, members, danger zone) - ✅ Upgrade prompts when member limit reached - ✅ GitHub PR analysis (if repositories connected)
Out of Scope (not testing yet): - ❌ ENTERPRISE plan (€299/month) - manual sales only - ❌ Annual billing (monthly only for beta) - ❌ Custom security rules - ❌ SSO/SAML integration - ❌ API access
Pre-Launch Checklist¶
1. Production Environment Setup¶
Stripe Configuration (from PRODUCTION_STRIPE_SETUP_GUIDE.md):
- Stripe Account:
- Production account activated
- Business verification completed (1-3 days)
- Payout method configured (bank account)
-
Support email set: support@codeslick.dev
-
Products Created:
- TEAM plan: €99/month (price_XXXXXXXXXXXXXXXXXXXXXX)
- ENTERPRISE plan: €299/month (price_XXXXXXXXXXXXXXXXXXXXXX)
- Product descriptions completed
-
Tax behavior: Exclusive
-
API Keys Configured:
# Vercel Environment Variables STRIPE_SECRET_KEY=sk_live_XXXXXXXXXXXXXXXXXXXXXX STRIPE_WEBHOOK_SECRET=whsec_XXXXXXXXXXXXXXXXXXXXXX STRIPE_PRICE_ID_TEAM=price_XXXXXXXXXXXXXXXXXXXXXX STRIPE_PRICE_ID_ENTERPRISE=price_XXXXXXXXXXXXXXXXXXXXXX NEXT_PUBLIC_STRIPE_PUBLISHABLE_KEY=pk_live_XXXXXXXXXXXXXXXXXXXXXX NEXT_PUBLIC_APP_URL=https://codeslick.dev -
Webhooks Configured:
- Endpoint:
https://codeslick.dev/api/billing/webhook - Events subscribed (5 events):
- checkout.session.completed
- customer.subscription.updated
- customer.subscription.deleted
- invoice.paid
- invoice.payment_failed
-
Webhook signing secret copied to env
-
Customer Portal Configured:
- Features enabled: Update payment method, View invoices
- Cancellation: Cancel at period end (recommended)
-
Cancellation survey: Enabled (collect reasons)
-
Payment Methods Enabled:
- Credit/debit cards (Visa, Mastercard, Amex)
- SEPA Direct Debit (EU)
-
3D Secure (SCA compliance)
-
Tax Configuration:
- Stripe Tax enabled (automatic EU VAT)
- Tax ID collection enabled
- Reverse charge configured (B2B EU)
2. Application Deployment¶
- Production Deployment:
-
npm run buildsuccessful - Vercel production deployment complete
- Environment variables set in Vercel
- Database migrations applied (Neon Postgres)
-
SSL certificate valid (https://codeslick.dev)
-
Database Health:
- Neon connection pooling active
- Database backups configured (daily)
- All tables created (users, teams, teamMembers, subscriptions, usageTracking, auditLogs)
-
Test query successful
-
Monitoring Setup:
- PostHog analytics active (EU server)
- Vercel Analytics enabled
- Vercel KV (Redis) connected for metrics
- Error logging configured (console → Vercel logs)
3. Security Validation¶
- OWASP Top 10 Compliance: ✅ 100% (from SECURITY_AUDIT_REPORT.md)
- Security Rating: ✅ A- (Excellent)
- Webhook Signature Verification: ✅ Enabled
- Rate Limiting: ✅ 10 req/min/IP
- HTTPS Only: ✅ All URLs use https://
- API Keys: ✅ Never committed to git, environment variables only
4. Performance Validation¶
- Load Testing Results (from PHASE_4_WEEK_5_DAY_1_2_COMPLETE.md):
- 100 concurrent users: p95 <2s ✅
- Database queries: <100ms avg ✅
- Quota enforcement: <200ms p95 ✅
-
Sustained load: <1% error rate ✅
-
Page Load Times:
- Landing page: <2s LCP (Largest Contentful Paint)
- Dashboard: <3s TTI (Time to Interactive)
- Checkout: <2s page load
Beta Tester Selection¶
Target Audience¶
Ideal Beta Testers: - Development teams (2-10 developers) - Active GitHub users with PRs - Security-conscious organizations (fintech, healthcare, SaaS) - European companies (test EU VAT calculation) - Mix of tech stacks (JavaScript, Python, Java)
Selection Criteria: 1. Company Size: 5-50 employees (SMB target market) 2. Industry: SaaS, fintech, healthtech, e-commerce 3. Tech Stack: Uses JavaScript/TypeScript/Python/Java 4. GitHub Activity: Active repository (5+ PRs/month) 5. Location: 50% EU (test VAT), 50% non-EU 6. Commitment: Can dedicate 2-4 hours/week for 2 weeks
Recruitment Strategy¶
Channels: 1. Direct Outreach (highest quality): - Personal network (developers you know) - LinkedIn connections (send personalized invitations) - Email 10-15 target companies
- Developer Communities:
- Product Hunt (beta launch announcement)
- Indie Hackers (post in feedback section)
- Reddit r/SideProject (ask for beta testers)
-
Hacker News Show HN (beta launch)
-
GitHub:
- Reach out to repository owners with security issues
- Comment on relevant security discussions
Incentives: - 🎁 Free TEAM plan (€99 value) for 3 months after beta - 🎁 €20 credit for first subscription (Stripe coupon) - 🎁 Lifetime 20% discount if they provide testimonial - 🎁 Priority support during beta period - 🎁 Acknowledgment in launch announcement
Onboarding Process¶
Day 0: Pre-Onboarding (Before Beta Starts)¶
1. Send Invitation Email (see Communication Templates below) - Welcome message - What to expect - Timeline (2 weeks) - Incentives (€20 credit, 3 months free)
2. Create Stripe Coupon (€20 credit):
# Stripe Dashboard → Coupons → Create
Name: BETA_TESTER_20EUR
Type: Amount off
Amount: €20.00
Duration: Once
Redemption: Limit to 10 (one per tester)
3. Prepare Support Channels: - Create dedicated Slack/Discord channel: #beta-testers - Set up email: dev@codeslick.dev (forwarded to your inbox) - Prepare FAQ document
Day 1: Onboarding Kickoff¶
Morning (9:00 AM): 1. Send Welcome & Kickoff Email (see templates) 2. Include: - Beta testing goals - How to get started (registration link) - Coupon code for €20 credit - Testing scenarios (checklist) - Support contacts (email, Slack)
Afternoon (2:00 PM): 1. Monitor registrations in PostHog 2. Check for any failed signups (errors in logs) 3. Send personal check-in to testers who registered
Days 2-14: Active Testing Period¶
Daily: - Morning: Review PostHog analytics (DAU, feature usage) - Afternoon: Check Stripe dashboard (subscriptions, webhooks) - Evening: Respond to feedback (email, Slack)
Weekly (every Friday): - Send Progress Update Email to all testers - Share: number of signups, issues fixed, upcoming features - Thank testers for participation
Day 15: Beta Wrap-Up¶
1. Send Final Survey (see Feedback Collection) 2. Collect Testimonials (ask top 3-5 active testers) 3. Offer Extended Free Period (3 months TEAM plan) 4. Schedule Follow-Up Calls (optional, with most engaged testers)
Testing Scenarios¶
Scenario 1: Registration → Free Plan → Explore¶
Objective: Test user registration and FREE plan onboarding
Steps: 1. Visit https://codeslick.dev 2. Click "Get Started" or "Sign Up" 3. Complete registration (email, password, team name) 4. Verify email (if email verification enabled) 5. Land on dashboard 6. Explore: - Run 1-2 PR analyses (if GitHub connected) - Check usage quota (20 remaining) - View team settings
Expected Results: - ✅ Registration completes in <2 minutes - ✅ User lands on dashboard (not errors) - ✅ Usage quota shows 20/20 remaining - ✅ No JavaScript errors in console
What to Look For: - Confusing UI (where users get stuck) - Missing onboarding guidance - Unclear value proposition
Scenario 2: FREE → TEAM Upgrade (Full Checkout Flow)¶
Objective: Test Stripe checkout, webhook processing, subscription activation
Steps: 1. Log in to dashboard 2. Navigate to Settings → Billing 3. Click Upgrade to TEAM (€99/month) 4. Redirected to Stripe Checkout 5. Enter payment details: - Card: 4242 4242 4242 4242 (test card for live mode) - Expiry: Any future date (12/26) - CVC: Any 3 digits (123) - Apply coupon: BETA_TESTER_20EUR (€20 off = €79 charged) 6. Complete checkout 7. Redirected back to dashboard 8. Verify subscription status changed to "TEAM" 9. Check email for receipt
Expected Results: - ✅ Checkout page loads in <2s - ✅ Coupon applied successfully (€79 charged instead of €99) - ✅ Payment succeeds (no errors) - ✅ Redirected back to dashboard within 5s - ✅ Subscription status updated to "TEAM" (check database) - ✅ Webhook delivered (check Stripe dashboard → Webhooks) - ✅ Email receipt sent (Stripe automatic email)
What to Look For: - Payment failures (3D Secure issues, bank declines) - Webhook failures (database not updated) - UI not updating (still shows FREE plan) - Coupon not applying
Troubleshooting:
- If payment succeeds but UI shows FREE: Check webhook delivery in Stripe
- If webhook failed: Check /api/billing/webhook logs in Vercel
- If coupon doesn't work: Verify coupon code in Stripe dashboard
Scenario 3: Customer Portal (Update Payment, Cancel)¶
Objective: Test Stripe Customer Portal integration
Steps: 1. Log in to dashboard (with active TEAM subscription) 2. Navigate to Settings → Billing 3. Click Manage Subscription (opens Stripe Customer Portal) 4. Test 1: Update Payment Method: - Click "Update payment method" - Enter new card: 5555 5555 5555 4444 (Mastercard test) - Save changes - Verify new card saved 5. Test 2: View Invoices: - Click "Invoices" tab - Download latest invoice (PDF) - Verify invoice details (€99/month, VAT if EU) 6. Test 3: Cancel Subscription: - Click "Cancel subscription" - Select reason: "Too expensive" (survey) - Choose "Cancel at end of period" (don't cancel immediately) - Confirm cancellation - Verify subscription shows "Cancels on [date]"
Expected Results: - ✅ Customer Portal loads in <2s - ✅ Payment method updates successfully - ✅ Invoice downloads correctly (PDF with correct amounts) - ✅ Cancellation scheduled for end of period - ✅ Database updated (subscription.status = "active", subscription.cancelAtPeriodEnd = true) - ✅ Webhook delivered: customer.subscription.updated
What to Look For: - Customer Portal not loading (missing stripeCustomerId in database) - Payment method update fails (Stripe API error) - Cancellation happens immediately (should be end of period) - Webhook not received (database not updated)
Scenario 4: Team Collaboration (Invite, Roles, Settings, Member Limits)¶
Objective: Test team member invitation, role-based access control, and member limit enforcement
Steps: 1. Team Owner (FREE plan - 1 member limit): - Navigate to Settings → Members - Click "Invite Member" - Observe: Yellow badge "Free Plan (Individual Use Only) - 1/1 members used" - Observe: Invite button is DISABLED - Observe: "Upgrade Plan" button shown - Click "Upgrade Plan" → redirected to /pricing
- Upgrade to TEAM Plan:
- Complete Stripe checkout (€99/month)
- Return to Settings → Members
- Observe: Blue badge "Team Plan - ⅕ members used"
-
Observe: Invite button is now ENABLED
-
Invite First Member:
- Click "Invite Member"
- Enter email: beta-member-1@example.com
- Select role: "Admin"
-
Send invitation
-
Team Member Joins (different browser/incognito):
- Check email for invitation link
- Click invitation link
- Complete registration (if new user)
- Accept invitation
-
Land on team dashboard
-
Test Admin Permissions:
- Admin navigates to Settings → Members
- Observe: Badge shows "Team Plan - ⅖ members used"
- Try to invite another member (should succeed)
-
Try to delete team (should fail - Owner only)
-
Test Member Limit Enforcement:
- Owner invites 3 more members (total 5/5 members)
- Try to invite 6th member
- Observe: Yellow badge "Team Plan - 5/5 members used"
- Observe: Invite button DISABLED
-
Observe: "Upgrade to Enterprise plan (€299/month) for unlimited members"
-
Test Member Permissions:
- Change admin → member role
- Try to invite member (should fail - Admin+ only)
- Try to view billing settings (should succeed - read-only)
Expected Results: - ✅ FREE plan enforces 1-member limit (invite disabled) - ✅ TEAM plan allows up to 5 members - ✅ Member count badge updates in real-time - ✅ Upgrade prompts shown when limit reached - ✅ Invitation email sent within 1 minute - ✅ Invitation link works (member can join) - ✅ Admin can invite members (within limit), cannot delete team - ✅ Member can view settings, cannot modify - ✅ RBAC enforced correctly (403 Forbidden for unauthorized actions) - ✅ API returns proper error when limit reached (with upgrade message)
What to Look For: - FREE users able to add members (critical bug!) - TEAM users able to add >5 members (critical bug!) - Member count not updating after invitation - Upgrade prompt not showing - Invitation email not sent (email service issue) - Invitation link broken (404 error) - RBAC not enforced (member can delete team - critical bug!) - UI shows actions that are not permitted (confusing UX)
Scenario 5: Usage Quota Enforcement (FREE Plan Limits)¶
Objective: Test quota enforcement and grace period
Steps: 1. Setup: Create new FREE plan account 2. Test 1: Normal Usage (Within Quota): - Run 10 PR analyses - Verify usage: 10/20 used - All analyses succeed 3. Test 2: Approaching Limit: - Run 10 more analyses (total 20/20) - Verify usage: 20/20 used - Warning banner shows: "Quota exceeded. Upgrade to continue." 4. Test 3: Over Quota (Grace Period): - Try to run 1 more analysis (21st) - Verify: Analysis succeeds (grace period active) - Grace period banner shows: "2 days remaining" 5. Test 4: Grace Period Expired: - Manually set grace period end date to yesterday (database) - Try to run analysis - Verify: Analysis blocked (403 Forbidden) - UI shows: "Quota exceeded. Please upgrade to TEAM."
Expected Results: - ✅ Quota tracked accurately (database usageTracking table) - ✅ Warning at 20/20 usage - ✅ Grace period activates automatically (3 days) - ✅ Analysis blocked after grace period expires - ✅ Upgrade prompt shown clearly
What to Look For: - Quota not tracked (always 0/20 or always allows) - Grace period not activating (analysis blocked immediately) - Grace period never expires (allows unlimited usage - critical!) - Race conditions (100 concurrent requests bypass quota)
Scenario 6: GitHub PR Analysis (If Integrated)¶
Objective: Test automated PR analysis and commenting
Steps: 1. Connect GitHub repository (Settings → Integrations) 2. Create test PR with security issues:
// test.js - intentionally vulnerable code
const express = require('express');
const app = express();
app.get('/user', (req, res) => {
const userId = req.query.id;
const query = `SELECT * FROM users WHERE id = ${userId}`; // SQL injection
db.query(query, (err, results) => {
res.json(results);
});
});
Expected Results: - ✅ Webhook received within 10s of PR creation - ✅ Analysis completes within 30-60s - ✅ Comment posted on PR (formatted markdown) - ✅ Vulnerabilities detected correctly (SQL injection) - ✅ No false positives (legitimate code not flagged)
What to Look For: - Webhook not received (GitHub app misconfigured) - Analysis times out (>60s - needs optimization) - Comment not posted (GitHub API permission issue) - False positives (clean code flagged as vulnerable) - False negatives (vulnerable code not detected)
Monitoring and Analytics¶
Daily Monitoring Checklist¶
Morning (9:00 AM): - [ ] Check PostHog Dashboard: - [ ] DAU (Daily Active Users): Goal ≥5 during beta - [ ] New signups: Track conversion rate (visit → signup) - [ ] Feature usage: Which features are used most? - [ ] Errors: Any JavaScript errors in browser console?
- Check Stripe Dashboard:
- New subscriptions: How many TEAM plans purchased?
- Payment failures: Any declined cards?
- Webhook deliveries: 100% success rate?
-
Coupons redeemed: How many €20 credits used?
-
Check Vercel Logs:
- Server errors (5xx responses): Should be 0
- API errors (4xx responses): Check for patterns
- Slow requests (>2s): Investigate performance issues
Afternoon (2:00 PM): - [ ] Review Support Channels: - [ ] Email: dev@codeslick.dev (respond within 2 hours) - [ ] Slack: #beta-testers (check for questions) - [ ] GitHub Issues: Check for bug reports
Evening (6:00 PM): - [ ] Update Beta Progress Tracker (spreadsheet): - Total signups: X/10 - Active users (DAU): Y - Subscriptions: Z TEAM plans - Bugs reported: Critical/High/Medium/Low - Testimonials collected: N
Key Metrics to Track¶
User Acquisition: - Total signups (goal: 10 beta testers) - Signup conversion rate (landing page visits → signups) - Source breakdown (direct, Product Hunt, LinkedIn, etc.)
Activation (did they complete onboarding?): - Registration completion rate (started → completed) - Time to first PR analysis - % who connect GitHub repository
Billing: - FREE → TEAM upgrade rate (goal: 30%+) - Checkout abandonment rate (started checkout → completed) - Average time to upgrade (days from signup) - Coupon redemption rate (% who use BETA_TESTER_20EUR)
Engagement: - DAU (Daily Active Users): Goal ≥5 - WAU (Weekly Active Users): Goal ≥8 - Avg PR analyses per user per week - Retention: % who return after 7 days
Quality: - Payment success rate (goal: 95%+) - Webhook delivery success rate (goal: 100%) - Critical bugs discovered (goal: <3) - Average satisfaction score (goal: ≥⅘)
Support: - Support tickets (email + Slack) - Average response time (goal: <2 hours) - % resolved within 24 hours (goal: 90%+)
Feedback Collection¶
In-App Feedback Widget¶
Implementation (optional, can use external tool): - Add feedback button to dashboard (bottom-right corner) - Use tool: Canny, UserVoice, or simple modal - Ask: "How can we improve CodeSlick?" - Collect: Feature requests, bugs, general feedback
Mid-Beta Survey (Day 7)¶
Send to all testers via email:
Subject: How's your CodeSlick beta experience? (2-minute survey)
Survey Questions (use Google Forms or Typeform):
- Overall Satisfaction (1-5 scale)
- How satisfied are you with CodeSlick so far?
-
5 = Very satisfied, 1 = Very unsatisfied
-
Ease of Use (1-5 scale)
- How easy was it to get started with CodeSlick?
-
5 = Very easy, 1 = Very difficult
-
Feature Usage (multiple choice)
-
Which features have you used? (check all)
- GitHub PR analysis
- Manual code analysis
- Team collaboration (invite members)
- Billing/subscriptions
- Other: ___
-
Most Valuable Feature (open-ended)
-
What feature provides the most value to you?
-
Biggest Pain Point (open-ended)
-
What's the most frustrating part of using CodeSlick?
-
Missing Features (open-ended)
-
What features are you missing? What would you add?
-
Pricing Perception (multiple choice)
-
How do you feel about the TEAM plan pricing (€99/month)?
- Too expensive
- Fair price
- Great value
- Would pay more
-
Likelihood to Recommend (NPS - 0-10 scale)
- How likely are you to recommend CodeSlick to a colleague?
-
0 = Not at all likely, 10 = Extremely likely
-
Any Other Feedback? (open-ended)
Final Survey (Day 15)¶
Same as Mid-Beta Survey, plus:
-
Plan After Beta (multiple choice)
- What will you do after the beta ends?
- Subscribe to TEAM plan (€99/month)
- Stay on FREE plan
- Stop using CodeSlick
- Need more time to decide
-
Testimonial Request (open-ended, optional)
- If you've had a positive experience, would you be willing to provide a testimonial? (We'll reach out separately)
- Yes, I'd be happy to provide a testimonial
- No, not interested
Testimonial Collection¶
Reach out to top 3-5 active testers:
Email Template:
Subject: Quick favor - CodeSlick testimonial?
Hi [Name],
Thank you so much for being a beta tester for CodeSlick! Your feedback has been incredibly valuable.
I noticed you've been actively using CodeSlick [specific usage: e.g., "analyzed 15 PRs" or "upgraded to TEAM plan"]. I'd love to feature your experience in our launch announcement.
Would you be willing to provide a short testimonial (2-3 sentences) about your experience with CodeSlick?
Specifically:
- What problem does CodeSlick solve for you?
- What results have you seen? (e.g., "caught 3 security issues before production")
- Would you recommend it to other teams?
As a thank you, I'd like to offer you a lifetime 20% discount (€79/month instead of €99).
Let me know if you're interested!
Best,
[Your Name]
What to Do with Testimonials: - Add to landing page (with permission) - Use in launch announcement (Product Hunt, Hacker News) - Create case studies (with detailed results)
Issue Tracking¶
Bug Reporting Process¶
1. Tester Reports Bug (via email or Slack): - What happened? (describe the issue) - What were you trying to do? (steps to reproduce) - What did you expect? (expected behavior) - Screenshots/error messages (if any)
2. You Triage the Bug: - Severity: - Critical: Payments fail, data loss, security vulnerability (fix within 4 hours) - High: Feature doesn't work, blocks usage (fix within 24 hours) - Medium: Annoying but has workaround (fix within 3 days) - Low: Minor UI issue, cosmetic (fix after beta)
3. Track in Spreadsheet or Tool:
| ID | Severity | Issue | Reported By | Status | Fixed Date |
|---|---|---|---|---|---|
| 001 | Critical | Webhook not processing payments | John Doe | Fixed | 2025-10-25 |
| 002 | High | Customer Portal link broken | Jane Smith | In Progress | - |
| 003 | Medium | Usage quota shows wrong number | Bob Johnson | Open | - |
| 004 | Low | Button color contrast too low | Alice Brown | Backlog | - |
4. Communicate Fix: - Send email to reporter: "Fixed! Please test again." - Post in Slack: "Bug #002 fixed - Customer Portal links now work."
Common Issues and Fixes¶
Issue 1: Payment succeeded, but UI still shows FREE plan
Cause: Webhook not processed Fix: Check Stripe dashboard → Webhooks → verify delivery Prevention: Add webhook retry logic (Stripe has built-in retries)
Issue 2: Customer Portal link returns 404
Cause: Missing stripeCustomerId in database
Fix: Check database for user's stripeCustomerId, manually add if missing
Prevention: Ensure webhook sets stripeCustomerId on checkout.session.completed
Issue 3: Quota not updating after PR analysis
Cause: usageTracking table not updating
Fix: Check /api/analyze route - ensure it increments usage
Prevention: Add integration test for quota increment
Issue 4: 3D Secure (SCA) payment fails
Cause: Bank requires additional authentication Fix: This is expected behavior (not a bug) Communication: Let tester know this is normal, try different card
Issue 5: Invitation email not received
Cause: Email service issue or spam filter Fix: Check Vercel logs for email send errors Workaround: Manually send invitation link via Slack/email
Success Metrics¶
Quantitative Metrics¶
User Acquisition (2-week period): - ✅ Target: 10 beta testers signup - ✅ Stretch: 15 signups
Activation: - ✅ Target: 80%+ complete registration (no abandoned signups) - ✅ Target: 50%+ connect GitHub repository
Billing: - ✅ Target: 3+ TEAM plan subscriptions (30% conversion) - ✅ Target: 95%+ payment success rate (no technical failures) - ✅ Target: 100% webhook delivery rate
Engagement: - ✅ Target: 5+ DAU (Daily Active Users) - ✅ Target: 60%+ 7-day retention (return after first week) - ✅ Target: 10+ avg PR analyses per active user
Quality: - ✅ Target: <3 critical bugs discovered - ✅ Target: <10 total bugs reported - ✅ Target: 90%+ support tickets resolved <24 hours
Satisfaction: - ✅ Target: 4.0+ average satisfaction score (1-5 scale) - ✅ Target: 40+ NPS (Net Promoter Score) - ✅ Target: 4+ testimonials collected
Qualitative Metrics¶
Positive Indicators: - Testers renew subscription after beta (continue paying) - Testers invite additional team members - Testers provide unsolicited positive feedback - Testers refer other companies - Testers willing to do case study interview
Negative Indicators (red flags): - Multiple testers cancel subscription immediately - Complaints about pricing (too expensive for value) - Bugs prevent core functionality (payments, PR analysis) - Testers don't return after initial signup - NPS <0 (more detractors than promoters)
Timeline¶
Week 1: Launch and Onboarding (Days 1-7)¶
Day 1 (Monday): 🚀 Beta Launch - 9:00 AM: Send invitation emails to 10-15 potential testers - 10:00 AM: Post beta launch on Product Hunt, Indie Hackers - 2:00 PM: Monitor first signups (goal: 3+ by end of day) - 6:00 PM: Send welcome email to all who signed up
Day 2 (Tuesday): Onboarding Support - 9:00 AM: Review analytics (how many signups? any errors?) - 10:00 AM: Send check-in email: "How's it going? Need help?" - All Day: Respond to support requests within 2 hours - 6:00 PM: Update beta tracker (signups, active users, bugs)
Day 3 (Wednesday): First Subscriptions - 9:00 AM: Check for first TEAM plan subscriptions (goal: 1+ by now) - 12:00 PM: Send targeted email to active FREE users: "Upgrade to TEAM with €20 credit" - All Day: Monitor Stripe webhooks (any failures?) - 6:00 PM: Celebrate first paying customer! (if any)
Day 4 (Thursday): Engagement Push - 9:00 AM: Check 7-day retention (are Day 1 signups still active?) - 10:00 AM: Send "Tips & Tricks" email to all testers - 2:00 PM: Post update in Slack: "What features are you using most?" - 6:00 PM: Review feedback (any patterns? common pain points?)
Day 5 (Friday): Week 1 Wrap-Up - 9:00 AM: Send Week 1 Progress Update email: - "10 testers joined!" - "3 teams upgraded to TEAM plan" - "5 bugs fixed this week" - "Thank you for your participation!" - 2:00 PM: Fix any critical bugs discovered this week - 6:00 PM: Plan next week based on feedback
Day 6-7 (Weekend): Light Monitoring - Check analytics once per day - Respond to critical support requests only - Give yourself a break!
Week 2: Iteration and Feedback (Days 8-14)¶
Day 8 (Monday): Mid-Beta Survey - 9:00 AM: Send Mid-Beta Survey (Day 7 survey above) - 10:00 AM: Review last week's data (what's working? what's not?) - 2:00 PM: Prioritize bug fixes based on survey feedback - 6:00 PM: Ship 2-3 high-impact bug fixes
Day 9 (Tuesday): Feature Iteration - 9:00 AM: Implement most-requested feature (if quick win) - 2:00 PM: Send update: "We listened! New feature: X" - 6:00 PM: Monitor for any new issues with new feature
Day 10 (Wednesday): Testimonial Collection - 9:00 AM: Identify top 5 active testers (most PRs analyzed, upgraded, engaged) - 10:00 AM: Send testimonial request email (see template above) - All Day: Follow up with interested testers - 6:00 PM: Draft case study with willing tester (optional)
Day 11 (Thursday): Conversion Push - 9:00 AM: Review FREE plan users (who hasn't upgraded?) - 10:00 AM: Send targeted email: "Last chance for €20 credit" (create urgency) - 2:00 PM: Offer 1:1 demo call to fence-sitters - 6:00 PM: Check for new subscriptions
Day 12 (Friday): Final Survey - 9:00 AM: Send Final Survey (Day 15 survey above) - 10:00 AM: Review all feedback collected (mid-beta + final) - 2:00 PM: Create prioritized roadmap for post-beta improvements - 6:00 PM: Send Week 2 Progress Update + Thank You email
Day 13-14 (Weekend): Analysis and Planning - Analyze all data (quantitative + qualitative) - Write beta testing summary report (see Day 4 COMPLETE doc template) - Plan post-beta actions: - Which bugs to fix before public launch? - Which features to build next? - Pricing changes needed? - Prepare for public launch (Product Hunt, Hacker News)
Communication Templates¶
1. Pre-Beta Invitation Email¶
Subject: Exclusive invite: Be a CodeSlick beta tester (€20 credit + 3 months free)
Hi [Name],
I'm [Your Name], founder of CodeSlick - an AI-powered code security platform that helps development teams catch vulnerabilities before they reach production.
I'm inviting a small group of 10 developers to beta test CodeSlick before our public launch. Given your experience with [their tech stack/industry], I think you'd be a perfect fit.
What's in it for you?
🎁 €20 credit (first month only €79 instead of €99)
🎁 3 months FREE after beta (€297 value)
🎁 Lifetime 20% discount if you provide a testimonial
🎁 Priority support (direct access to me)
🎁 Shape the product (your feedback will directly influence our roadmap)
What I'm asking:
⏱️ 2-4 hours over 2 weeks (flexible schedule)
📝 Test the billing flow (checkout, subscription, cancellation)
💬 Provide honest feedback (what works, what doesn't)
🐛 Report any bugs you find
Beta Timeline:
- Start: Monday, October 28, 2025
- End: Friday, November 8, 2025 (2 weeks)
Interested? Reply "YES" and I'll send you the kickoff details on Monday.
Questions? Just reply to this email.
Thanks for considering!
Best,
[Your Name]
Founder, CodeSlick
https://codeslick.dev
2. Welcome & Kickoff Email (Day 1)¶
Subject: 🚀 Welcome to CodeSlick Beta - Let's get started!
Hi [Name],
Welcome to the CodeSlick beta! Thank you for joining us.
Here's what to expect over the next 2 weeks:
📅 Timeline:
- Week 1 (Oct 28 - Nov 1): Onboarding + initial testing
- Week 2 (Nov 4 - Nov 8): Advanced features + feedback
🎯 Your Mission (if you choose to accept it):
1. Sign up and create a team: https://codeslick.dev/signup
2. Upgrade to TEAM plan (€99/month):
- Use coupon code: BETA_TESTER_20EUR (€20 off)
- You'll be charged €79 for the first month
3. Test these scenarios (see attached checklist):
✅ Run a PR analysis (if you have GitHub repos)
✅ Invite a team member
✅ Manage subscription in Customer Portal
✅ Test quota enforcement (FREE plan limit: 20/month)
4. Report any bugs or issues you find
5. Provide honest feedback (what you love, what frustrates you)
💰 Your Benefits:
- €20 credit applied automatically with coupon code
- After beta: 3 months FREE TEAM plan (€297 value)
- If you provide testimonial: Lifetime 20% discount (€79/month forever)
📞 Need Help?
- Email: beta@codeslick.dev (I'll respond within 2 hours)
- Slack: Join #beta-testers channel → [Slack invite link]
📋 Testing Checklist:
I've attached a detailed checklist of scenarios to test. Don't feel pressured to complete everything - test what's relevant to your workflow.
Let's build something great together!
Best,
[Your Name]
P.S. First bug reporter gets a special prize 😉
Attachment: Testing_Checklist.pdf (export scenarios from this guide)
3. Week 1 Progress Update (Day 5)¶
Subject: CodeSlick Beta - Week 1 Progress Update
Hi Beta Testers,
What a week! Here's what happened:
📊 Week 1 Stats:
- 10 amazing testers joined (that's you!)
- 3 teams upgraded to TEAM plan 🎉
- 45 PR analyses run
- 5 bugs discovered and fixed
- 1 feature request implemented (dark mode!)
🐛 Bugs Fixed This Week:
1. ✅ Customer Portal link not working (fixed Day 2)
2. ✅ Quota counter showing incorrect usage (fixed Day 3)
3. ✅ Webhook timeout on slow connections (fixed Day 4)
4. ✅ Mobile UI spacing issues (fixed Day 5)
5. ✅ Email invitation not sending (fixed Day 5)
💡 Feature Added:
- 🌙 Dark mode (requested by 3 testers - we listened!)
📈 Most Used Features:
1. GitHub PR analysis (32 PRs analyzed)
2. Team collaboration (8 team members invited)
3. Billing management (3 subscriptions, 2 portal visits)
🙏 Thank You:
- @JohnDoe for reporting 3 critical bugs
- @JaneSmith for the detailed UX feedback
- @BobJohnson for being our first paying customer!
📅 Next Week:
- Monday: Mid-beta survey (2 minutes, I promise)
- Wednesday: Testimonial requests (optional)
- Friday: Final survey + wrap-up
Questions or feedback? Reply to this email or ping me on Slack.
Have a great weekend!
Best,
[Your Name]
4. Mid-Beta Survey Email (Day 8)¶
Subject: Quick survey: How's your CodeSlick experience? (2 minutes)
Hi [Name],
You're halfway through the CodeSlick beta - thank you for sticking with us!
I'd love to get your feedback so far. This 2-minute survey will help me understand what's working (and what's not).
👉 Take the survey: [Google Forms / Typeform link]
Your feedback will directly shape:
- Bug fix priorities
- Feature roadmap
- Pricing adjustments
- Product messaging
As a thank you, everyone who completes the survey gets entered to win a lifetime FREE TEAM plan (€1,188/year value).
Deadline: Wednesday, November 6 at 11:59 PM
Thanks!
Best,
[Your Name]
5. Testimonial Request Email (Day 10)¶
See "Testimonial Collection" section above for full template.
6. Final Survey Email (Day 12)¶
Subject: Last survey: Help shape CodeSlick's future (+ what's next)
Hi [Name],
The beta ends in 2 days - time flies! Thank you for being part of this journey.
I'd love your final thoughts on CodeSlick. This 3-minute survey will help me prepare for the public launch.
👉 Take the final survey: [Google Forms / Typeform link]
New questions in this survey:
- Will you continue using CodeSlick after beta?
- Would you recommend CodeSlick to your team/network?
- Any final feedback or suggestions?
🎁 What Happens After Beta (November 8):
1. **You keep full access** (no interruption)
2. **3 months FREE TEAM plan** activated automatically (if you upgraded during beta)
3. **Lifetime 20% discount** (if you provide testimonial - I'll reach out separately)
4. **Public launch** in mid-November (you'll get early access to new features)
📊 Beta Results (sneak peek):
- 10 awesome testers (you!)
- 5 teams on TEAM plan
- 78 PRs analyzed
- 12 bugs fixed
- 4.3/5 average satisfaction score (you're tough graders! 😅)
Thank you for your time, feedback, and patience. You've made CodeSlick significantly better.
Final survey deadline: Friday, November 8 at 11:59 PM
Best,
[Your Name]
P.S. I'll send a detailed summary of what we learned from this beta next week.
7. Beta Wrap-Up & Thank You (Day 15)¶
Subject: CodeSlick Beta Complete - Thank You + What's Next
Hi [Name],
The CodeSlick beta has officially ended - and what a success it was!
🎉 Final Results:
- 10 beta testers
- 5 TEAM plan subscriptions (50% conversion! 🔥)
- 95 PR analyses run
- 12 bugs discovered and fixed
- 4.3/5 average satisfaction score
- 8 testimonials collected
- 0 critical issues remaining
This wouldn't have been possible without you. Thank you.
🎁 Your Rewards (Activated Automatically):
1. ✅ **3 months FREE TEAM plan** (until February 8, 2026)
2. ✅ **Lifetime 20% discount** (€79/month instead of €99) [if you provided testimonial]
3. ✅ **Priority support** (continue emailing beta@codeslick.dev)
4. ✅ **Early access** to new features (you'll be the first to try them)
📈 What's Next for CodeSlick:
Based on your feedback, here's what we're building next:
**November** (Weeks 3-4):
- VS Code extension (requested by 7 testers)
- Custom security rules (ENTERPRISE feature)
- Slack/Discord integration (PR analysis notifications)
**December** (Month 2):
- API access for CI/CD pipelines
- Historical trend analysis (track security improvements over time)
- SARIF export (for GitHub Advanced Security)
**January 2026** (Month 3):
- Public launch on Product Hunt + Hacker News
- Annual billing option (save 20%)
- Referral program (earn credits)
📊 What We Learned:
I'll send a detailed beta summary report next week with:
- All quantitative data (usage, conversion, engagement)
- Key feedback themes (what you loved, what frustrated you)
- Roadmap adjustments based on your input
📞 Stay in Touch:
- Email: support@codeslick.dev (I'll still respond personally)
- Slack: #beta-alumni channel (staying open for you)
- LinkedIn: Connect with me → [Your LinkedIn URL]
One Final Favor:
If you found value in CodeSlick, I'd appreciate:
1. **Referral**: Share with a colleague who needs security analysis
2. **Review**: Leave a review on our landing page → [link]
3. **Case Study**: 30-minute call to discuss your results (optional)
Thank you again for believing in CodeSlick from day one.
You're not just beta testers - you're founding users. I won't forget that.
Best,
[Your Name]
Founder, CodeSlick
P.S. Your feedback directly influenced 8 major product decisions. You've shaped CodeSlick's future. Thank you.
Troubleshooting¶
Common Beta Testing Issues¶
Issue 1: Low Signup Rate (<5 testers in Week 1)¶
Diagnosis: - Not enough people invited (need 15-20 invites for 10 signups) - Invitation email not compelling (no clear value prop) - Barriers to entry too high (complex registration)
Solutions: 1. Send more invitations (expand to 20-30 potential testers) 2. Improve email copy (emphasize €20 credit + 3 months free) 3. Simplify registration (Google OAuth, reduce form fields) 4. Post on more channels (Reddit, Indie Hackers, Hacker News)
Issue 2: High Signup, Low Activation (<50% connect GitHub)¶
Diagnosis: - Onboarding not clear (users don't know what to do next) - Value not immediately obvious (why should I connect GitHub?) - GitHub connection too complex (OAuth flow broken)
Solutions: 1. Add onboarding checklist in dashboard: "3 steps to get started" 2. Show value upfront: "Analyze your first PR in 2 minutes" 3. Test GitHub OAuth flow (check for errors in logs) 4. Send follow-up email Day 2: "Need help getting started?"
Issue 3: No One Upgrades (<2 TEAM subscriptions by Day 7)¶
Diagnosis: - Price too high (€99/month perceived as expensive) - Value not demonstrated (FREE plan already does everything they need) - Coupon code not working (€20 credit not applying) - Checkout flow broken (payment failures)
Solutions: 1. Survey non-upgraders: "What's preventing you from upgrading?" 2. Increase coupon value (€40 off instead of €20 = €59 first month) 3. Add urgency: "Beta pricing ends in 3 days" 4. Test checkout flow yourself (complete a test purchase) 5. Offer payment plan: "€49/month for 2 months, then €99/month"
Issue 4: Payment Failures (>10% of checkout attempts fail)¶
Diagnosis: - 3D Secure (SCA) issues (bank requires additional authentication) - Card declined (insufficient funds, fraud detection) - Stripe configuration error (webhook secret wrong)
Solutions: 1. Check Stripe dashboard → Payments → Failed payments (see decline reasons) 2. Test with multiple card types (Visa, Mastercard, SEPA) 3. Verify webhook secret in environment variables (STRIPE_WEBHOOK_SECRET) 4. Enable more payment methods (SEPA, iDEAL as alternatives to cards) 5. Communicate to testers: "Some banks require 3D Secure - try another card"
Issue 5: Webhook Delivery Failures (database not updating after payment)¶
Diagnosis: - Webhook endpoint not reachable (Vercel deployment issue) - Webhook signature verification failing (wrong secret) - Database connection timeout (Neon Postgres issue) - Code error in webhook handler (/api/billing/webhook)
Solutions:
1. Check Stripe dashboard → Webhooks → See delivery attempts
2. Click failed webhook → View response (see error message)
3. Verify webhook URL: https://codeslick.dev/api/billing/webhook (must be HTTPS)
4. Verify webhook secret matches environment variable
5. Check Vercel logs → Functions → /api/billing/webhook (see runtime errors)
6. Test locally: Use Stripe CLI to forward webhooks → stripe listen --forward-to localhost:3000/api/billing/webhook
7. Add retry logic (Stripe retries automatically, but add manual retry button in dashboard)
Issue 6: Testers Report Bugs, But Can't Reproduce¶
Diagnosis: - Not enough information (no steps to reproduce) - Environment-specific (works in Chrome, fails in Safari) - Intermittent issue (race condition, timing-dependent)
Solutions: 1. Ask for more details: - Browser + version - Operating system - Screenshots or screen recording - Console errors (F12 → Console) - Steps to reproduce 2. Test in multiple browsers (Chrome, Safari, Firefox, Edge) 3. Test on multiple devices (desktop, mobile, tablet) 4. Add error tracking tool (Sentry) to capture client-side errors automatically
Next Steps After Beta¶
Immediate Actions (Day 16-17)¶
- Analyze All Data:
- Export PostHog analytics (DAU, WAU, feature usage)
- Export Stripe data (subscriptions, revenue, churn)
- Compile survey responses (quantitative + qualitative)
-
Review all bug reports and feedback
-
Write Beta Summary Report:
- Create
PHASE_4_WEEK_5_DAY_4_COMPLETE.md - Include: metrics, key learnings, testimonials, roadmap changes
-
Share with stakeholders (if any)
-
Prioritize Fixes:
- Critical bugs → fix within 24 hours
- High-priority bugs → fix within 1 week
-
Medium/low → add to backlog
-
Activate Benefits for Testers:
- Apply 3 months free TEAM plan (extend subscription end date)
- Apply 20% lifetime discount (create Stripe coupon, apply to customers)
- Send confirmation email
Short-Term Actions (Week 6)¶
- Fix Critical Bugs (based on beta feedback)
- Implement Top Feature Request (if quick win)
- Prepare for Public Launch:
- Update landing page (add testimonials)
- Create Product Hunt listing
- Write Hacker News Show HN post
- Prepare launch announcement email
- Document Learnings (update CLAUDE.md, add to CHANGELOG.md)
Long-Term Actions (Months 2-3)¶
- Product Improvements (based on beta roadmap):
- VS Code extension
- Custom security rules
- API access
-
Slack/Discord integration
-
Marketing & Growth:
- Public launch (Product Hunt, Hacker News)
- Content marketing (blog posts, case studies)
- SEO optimization
-
Paid ads (if revenue justifies)
-
Scale Operations:
- Hire support person (if >50 customers)
- Automate onboarding (email sequences)
- Improve documentation (help center, video tutorials)
Conclusion¶
This beta testing guide provides a comprehensive framework for successfully testing CodeSlick's production billing and team collaboration features with real users.
Key Success Factors: 1. Clear objectives: Know what you're testing (billing flow, not product-market fit) 2. Right testers: Target SMB dev teams, not individual developers 3. Strong incentives: €20 credit + 3 months free = compelling offer 4. Proactive support: Respond within 2 hours, fix critical bugs same-day 5. Continuous feedback: Mid-beta + final surveys + Slack conversations 6. Data-driven: Track metrics daily, adjust strategy based on results
Remember: Beta is not about perfection - it's about learning fast and iterating.
Good luck with your beta launch! 🚀
Last Updated: October 24, 2025 Next Review: After beta completion (November 9, 2025) Owner: CodeSlick Team