Template · Onboarding tour
Onboarding tour template.
A template for the demo in the welcome email and the getting-started doc — the first valuable task, completed, in eight stops — with the branch for admins versus members.
Use when: Sent to every new account in the welcome email and embedded in the getting-started page.
The one line
What this demo proves
A new customer sees the first valuable task completed before they face an empty dashboard.
Stop by stop
8 stops
| # | Screen | Action (hotspot) | Tooltip |
|---|---|---|---|
| 01 | Empty dashboard with the 'Create' button | Click Create | Everyone starts here. Two minutes from now you'll have your first [thing]. |
| 02 | Branch: admin setup or member first use | Choose your role | Setting up for a team, or joining one? |
| 03 | Admin · workspace settings | Click Invite | Admins: name the workspace, invite the team — two fields. |
| 04 | Member · the first item | Fill in the form | Members: your first [thing] takes one form. |
| 05 | The item, saved | Click 'Share' | Saved. Share it and it's live for the team. |
| 06 | The team view | Click a teammate's item | This is what 'done' looks like: the team's work in one place. |
| 07 | Settings · notifications | Toggle the digest | Turn on the digest so you never have to come looking. |
| 08 | Dashboard, populated | Click 'Open my workspace' | Now yours: open the workspace and do it for real. |
Copy
The lines that do the work
- Welcome email line
- See your first [thing] done in two minutes (no setup): [link]
- CTA (last stop)
- Open my workspace →
Take it with you
The template as text
ONBOARDING TOUR — TEMPLATE
Outcome: A new customer sees the first valuable task completed before they face an empty dashboard.
Use when: Sent to every new account in the welcome email and embedded in the getting-started page.
01. Screen: Empty dashboard with the 'Create' button
Action: Click Create
Tooltip: Everyone starts here. Two minutes from now you'll have your first [thing].
02. Screen: Branch: admin setup or member first use
Action: Choose your role
Tooltip: Setting up for a team, or joining one?
03. Screen: Admin · workspace settings
Action: Click Invite
Tooltip: Admins: name the workspace, invite the team — two fields.
04. Screen: Member · the first item
Action: Fill in the form
Tooltip: Members: your first [thing] takes one form.
05. Screen: The item, saved
Action: Click 'Share'
Tooltip: Saved. Share it and it's live for the team.
06. Screen: The team view
Action: Click a teammate's item
Tooltip: This is what 'done' looks like: the team's work in one place.
07. Screen: Settings · notifications
Action: Toggle the digest
Tooltip: Turn on the digest so you never have to come looking.
08. Screen: Dashboard, populated
Action: Click 'Open my workspace'
Tooltip: Now yours: open the workspace and do it for real.
Welcome email line: See your first [thing] done in two minutes (no setup): [link]
CTA (last stop): Open my workspace →
Measure: Completion over time; Where new customers park — the confusing step; Plays by source: welcome email vs docs vs in-appCreates a lane with one stop per row above — the screen as the title, the action and tooltip as the body — then opens the editor so you can capture the real screens.
The format
What the finished lane feels like
LIVE DEMO
OSOsprey
Overview
Pipelines
Accounts
Reports
Settings
Open pipeline$4.2M +12%
Win rate31% +4pts
Avg. cycle24d −6d
Weekly closed-wonJun — Aug
Meridian FreightNegotiation$380K
Cobalt HealthProposal$210K
Aster & Co.Discovery$95K
Lane progress
Measure
What to watch after publishing
- Completion over time
- Where new customers park — the confusing step
- Plays by source: welcome email vs docs vs in-app
FAQ
Questions
Should onboarding demos be gated?
No — the viewer is already a customer. Use the lane to show, not to capture.
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