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User Onboarding templates

Templates for first sessions, account setup, activation checklists, resource centers, and time-to-value measurement.

Workflow assets

Copy, targeting, and launch steps

Measurement

Analytics companion for what changed

Next action

Feedback, roadmap, support, or AI follow-up

Collection

User Onboarding workflow templates

These pages combine the customer-facing surface with the metric and follow-up action Userorbit can own.

OnboardingReady
First-Session Activation Checklist
Guide new signups through the shortest path to value with a welcome modal, three checklist tasks, contextual tooltips, and completion survey.
Welcome modalChecklistProduct Tours
AnalyticsReady
Activation and Time-to-Value
Track the shortest path from signup to first value, highlight slow cohorts, and surface onboarding blockers by segment.
Activation funnelTime distributionAnalytics
AnalyticsReady
Account Activation Board
Measure account-created, users-invited, admin setup, integration setup, and first team value for B2B products.
Account funnelSeat activationAnalytics
AnalyticsReady
Tour and Checklist Performance
Track tour starts, step exits, checklist completion, skipped tasks, activation lift, and later feature adoption.
Tour stepsChecklist tasksAnalytics
SupportIdea
Resource Center Launch
Package help articles, release notes, onboarding tours, and contact routes into an in-app resource center users can open anytime.
Help collectionChecklist linksProduct Tours

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