Quick reference: match the flow to the role and moment
Choose the right onboarding flow by matching role, timing, and job-to-be-done.
Admin setting up the account for the first time: checklist or full-screen tour? For most B2B setup work, a role-based checklist is the stronger default because it keeps progress visible without forcing memorization. What flow pattern is strongest for a multistep first workflow? A task-flow wizard or contextual step guidance beside the live work. If users must complete several steps in sequence, in-task support lowers memory load and shortens time to success. “Let’s show all features in the first session so users know the platform is powerful.” A product stakeholder argues for a broad first-session tour. You say Power is…
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