Skip to main content
CUSTOMER-ONBOARDING5 MIN READ

Turn a Product Tour Into an Onboarding Flow

Rewrite feature-tour steps as a customer job flow with a visible finish line.

The tour shows menus but does not help the customer complete a meaningful first task. Job → steps → finish line → repeat cue The common trap is thinking exposure to features equals readiness to use them. This hides whether the customer has actually crossed into value-producing behavior. Job Name the customer job: approve one low-risk vendor. The job gives the flow a reason to exist. Steps Select vendor, verify required fields, send approval, review audit trail. Each product surface appears only when needed. Finish line Approval sent and audit trail visible. The customer can see the completed work. Repeat…

Read the full lesson

Sign up free — one personalized lesson every day, matched to your role and goals.

Already have an account? Sign in

← Back to library
Contact us