A comprehensive, multi-touchpoint onboarding flow that combines a welcome tour, a setup checklist, contextual tooltips, and email sequences into a unified experience. This template orchestrates all onboarding elements so they feel cohesive rather than fragmented.
Deploy this as your primary onboarding framework for all new SaaS users. It begins at the moment of sign-up and runs for the first 14 days, gradually reducing in intensity as the user becomes self-sufficient.
Trigger a 4-step welcome tour on first login, then surface a setup checklist. The goal is to get the user to complete one meaningful action (create their first item) within the first session.
Keep the checklist visible and send a follow-up email at 24 hours if the user has not completed it. Each checklist item links directly to the relevant page to minimize friction.
As the user navigates naturally, show contextual tooltips highlighting features they have not yet used. Limit to one tooltip per session to avoid interruption fatigue.
Send an automated email summarizing what the user has accomplished, what remains, and a personalized recommendation for the next feature to try based on their usage patterns.
Deploy a brief NPS survey to measure onboarding satisfaction and identify users who may need additional support before the critical day-14 retention window.
Show a congratulatory in-app message that marks the end of the formal onboarding period, summarizes key features, and invites the user to explore advanced capabilities or join the community.
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