Match Flow Pattern to Onboarding Risk

Match each customer situation to the best onboarding flow pattern. Checklist Guided setup Concierge path Role-based flow Small team, clear use case, low technical risk, one admin Customer must complete steps in order or the workflow breaks High-value enterprise account with sponsor politics and a public deadline Admins, managers, and end users each need different first wins Technical admin can self-serve but needs validation before importing data Executive buyer needs proof while frontline users need one successful task

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