Onboarding Checklist

I'm working on a checklist for a more guided introduction to Cushion. Currently, I have an auto-message from Intercom suggesting users start by creating a project and invoice, but I leave them to do that. In case users disregard this message and leave without giving it a real shot, this checklist would go through the motions of the app.

If certain tasks don't apply to the user, like if they won't use invoices, there's a skip button. I have a personal gripe with services that assume you have a team to invite and won't let you finish onboarding without inviting someone.

(You should try Cushion)

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Posted on Sep 18, 2015

More by Jonnie Hallman

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