Onboarding journey for a SaaS
Product marketers get a stage-by-stage map that pinpoints exactly where new users drop off and how to fix activation.
Zobrazit náhled vstupu a výstupu
Vstup
- Product Service
- A project management SaaS for marketing teams. Users sign up via free trial, set up their first project, invite teammates, and connect integrations. Key touchpoints: website, signup flow, in-app onboarding, email sequence, support chat.
- Customer Persona
- A marketing manager at a 30-person agency, juggling multiple client projects, moderately tech-savvy, wants to reduce status-update chaos, evaluates tools quickly and abandons anything confusing.
- Journey Type
- onboarding
- Touchpoints
- Website, signup flow, in-app onboarding tour, welcome email sequence, support chat, first-project template gallery.
Výstup (úryvek)
Onboarding journey: Stage 1 Discover (website): Goal — confirm fit. Emotion: hopeful but skeptical. Friction: unclear which plan fits agencies. Stage 2 Activate (signup + first project): Goal — see value fast. Emotion: impatient. Friction: blank-state paralysis -> fix with a pre-built agency template. Stage 3 Invite team: Goal — collaborate. Friction: permission confusion. Stage 4 Habit (week 1 emails): Goal — return daily. Aha moment: first completed project. Drop-off risk highest at the blank first-project screen.