Post-onboarding next steps
After completing the onboarding/setting up stage, a user is greeted with "Next steps to do now". This way, they can get their account score to 100 which provides the best app experience and results.
Initially, we had them all in one process, but it got long (8 onboarding steps) so we had to cut it to 4 core and 4 optional steps.
Each 'next step' card is a modal so we keep the user one the same page.
If the user decides to drop from the onboarding/next steps to do, each page has an empty state that requires them to go back and finish what they started.
apollo
configure
connect
crm
customisation
customization
dashboard
gong
hubspot
lusha
onboarding
outreach
progress
saas
salesforce
salesloft
settings
setting up
user onboarding
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Posted on
Nov 30, 2022
More by Eugen Eşanu View profile
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