🔎 Problem Statement: New users often struggled with the onboarding process, finding it difficult to access the resources needed for a successful start. We needed to create a self-guided onboarding experience that would provide users with all the necessary tools and information.

🎯 Design Solution: To solve this problem, we developed an onboarding checklist that guides users through the initial setup process, ensuring they can easily and independently get started. Key features include:

• Step-by-Step Guidance: The checklist provides a clear sequence of tasks, helping users understand what needs to be done next.

• Interactive Elements: Users can interact with the checklist by watching tutorial videos, uploading logos, connecting networks, and inviting team members.

• Progress Tracking: The interface shows the number of steps left, allowing users to track their progress and stay motivated.

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UserActive is a product design agency for B2B SaaS. We’re on a mission to help SaaS Founders create meaningful products users love.

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