Getting started checklists
Keep it to three to five items, put the one that delivers value first, and never include “watch a video”. Each item should be something the person does in your app.
Project or task app
People stick once a second person is in the project.
| Item | Done when |
|---|---|
| Create your first project | Created project |
| Add three tasks | Added third task |
| Invite a teammate | Invited teammate |
| Set a due date | Set due date |
| Turn on notifications | /settings/notifications |
Invoicing app
The first sent invoice is the moment it becomes useful.
| Item | Done when |
|---|---|
| Add your business details | /settings/business |
| Add a customer | Added customer |
| Create an invoice | Created invoice |
| Send it | Sent invoice |
| Connect how you get paid | Connected payments |
CRM
An empty pipeline looks broken; get real contacts in first.
| Item | Done when |
|---|---|
| Import your contacts | Imported contacts |
| Create a deal | Created deal |
| Log a call or email | Logged activity |
| Set a follow-up reminder | Set reminder |
Reporting dashboard
Nobody sees value until their own data shows up.
| Item | Done when |
|---|---|
| Connect a data source | Connected source |
| Open your first report | /reports/* |
| Pin a chart to your dashboard | Pinned chart |
| Schedule a weekly email | Scheduled report |
Product tours
Short tours get finished. Three steps is plenty for a welcome tour; one is often enough. Point each step at the button it talks about.
Welcome tour (3 steps)
- Welcome to the app. Here is the one thing to do first. It takes a minute.
- Start here. This button creates your first project. Everything else hangs off it.
- Help is here. Questions? This menu has guides and a way to reach us.
New feature tour (2 steps)
- New: export to spreadsheet. You asked for it. Any report can now go to a spreadsheet.
- Try it on this report. Click Export. The file lands in your downloads.
Empty state nudge (1 step)
- Nothing here yet. Add your first customer and this page fills in with their invoices and payments.
More on this in how to write a tour people finish.
First-week survey questions
Ask one question at a time, with answer buttons, a few days after sign-up. Then check how each group uses the product.
How did you hear about us?
- Search engine
- A friend or colleague
- Social media
- A blog or podcast
- Other
What are you hoping to get done?
- Save time on a task
- Replace a spreadsheet
- Work better as a team
- Just looking
How easy was it to get set up?
- Very easy
- Fine
- A bit confusing
- I got stuck
What almost stopped you from signing up?
- Price
- Not sure it fit
- Setup looked like work
- Nothing
For the 0 to 10 question, use the NPS calculator.