Tour and Checklist Performance template
Track tour starts, step exits, checklist completion, skipped tasks, activation lift, and later feature adoption.
Start
Complete
Adopt
Tune
Template blueprint
What this template contains
Audience
PM and growth teams tuning onboarding experiences
Entry trigger
Tour launched, checklist edited, or activation rate changes
Primary metric
Activation lift from completed experiences
Launch status
A practical pattern customers can launch in Userorbit.
Included assets
The parts you can build
Tour steps
Checklist tasks
Completion lift
Skipped items
Follow-up survey
Starter copy
Copy and launch steps
Users who finish the import checklist activate faster, but step three has the highest exits. Add help content there.
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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