First-Session Activation Checklist template
Guide new signups through the shortest path to value with a welcome modal, three checklist tasks, contextual tooltips, and completion survey.
Welcome
Task
Proof
Next step
Template blueprint
What this template contains
Audience
PLG SaaS teams improving day-one activation
Entry trigger
First login, empty workspace, or missing activation event
Primary metric
Time to first value
Launch status
A practical pattern customers can launch in Userorbit.
Included assets
The parts you can build
Welcome modal
Checklist
Tooltips
Progress message
Activation survey
Starter copy
Copy and launch steps
Create your first project, invite one teammate, and publish your first update. We will keep the checklist open until your workspace is live.
Pick the matching audience or account segment.
Install the assets and copy into the right Userorbit surfaces.
Publish the experience, then review the metric and follow-up queue.
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