OnboardingEmerging Pattern

Codify your onboarding process with a simple checklist from day one

Create a templatized multi-step onboarding process even with your first customers. Without this early discipline, you'll scale without understanding what it takes to get customers to value, making it harder to optimize onboarding later.

When to use

When onboarding your first customers, before building self-service or automated flows

Don't do this

Ad-hoc onboarding that varies per customer, leaving no institutional knowledge of what works

1 Founder Who Did This

1
GoProposalby James Ashford

Built a setup wizard that got accountants up and running within 60 seconds, plus detailed playbooks for welcome calls, email sequences, and onboarding processes

Result:Reduced time-to-value dramatically, enabling rapid adoption across diverse accounting firms
Read full story →