Onboarding Experience Revamp

[zcolah]

NOTE: DO NOT START THIS PROJECT. These are only notes for now.

Problem

We have learned that many customers are trying our product via the SSO Login button feature. However the experience they have as a new user is extremely poor. Take for example this one story.

1. Customer from an Agency looking to shift to a new CMS
2. Tried the backdoor method and it triggered the onboarding experience (which is extremely poor)
3. He picked a marketing leader and hence it did not make an instance
4. He wanted to create an instance and did not know how to do that easily.

• He began clicking on different parts of Zesty Accounts Navigation like Marketplace instead of the create instance button (potentially it is tough to find).
• Todd had to tell him to create an instance is by clicking on the create Instance Button.

5. Created an Instance

• Did not know which template to use
• Did not know what tech stack to use as it is just them trying a demo for the first time!
• Saw the white screen
• Finally said "your solution is too complex for our needs"

Insights

1. Current onboarding flow was not totally removed and hence is extremely broken with many blank screens
2. They never know which instance to try for a Demo

Solution

Onboarding

1. User clicks on SSO Button on Login
2. Ask them to answer 3 questions at max (persona, what you build, headless/hyrbid/unsure)
3. Show Accounts with Demo Instance ready with a small pop saying check out your demo instance

Create Instance

1. Ask Instance Name + Instance Description (remove the non working links)
2. Remove the Tech Stack Question
3. Fix the 3 tabs opening with a white screen issue