Customer Onboarding Sequence
ProDesign a structured customer onboarding flow with touchpoints and content
Template Fields
Product/Service NametextRequired
e.g., ProjectFlow, AcmeCRM, Luna Analytics
Customer TypeselectRequired
B2B SaaSB2C AppE-commerceProfessional ServicesMarketplacePhysical Product
Primary Success MetrictextRequired
e.g., First project created, First sale made, Setup complete
Onboarding WindowselectRequired
24 hours3 days7 days14 days30 days
Onboarding ChannelsmultiselectRequired
EmailIn-app MessagesVideo TutorialsLive Onboarding CallHelp CenterCommunitySMS
Key Activation StepsmultilineRequired
The steps a user must complete to get value (e.g., connect account, invite team, create first project)
Common Drop-off Pointsmultiline
Where do new users typically get stuck or abandon?
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