01
Momentum from the first click
Begin with a step they can finish in minutes. Progress has to feel real before you ask for the hard thing.
Checklists
Checklists users won’t ignore.
Show exactly what to do next, and make first value visible. Three steps to aha, scoped to who they are.
When onboarding lacks direction, users quit early.
- Connect workspace
- Invite teammate
- Ship update
When the next step is unclear, momentum dies.
A long list of features feels like homework. Users skip it, stall, and leave before they see why they signed up.
Without a path
- Confusion at the start kills momentum
- The same list for every role
- Progress is invisible, so they stop
With first value
- The next win is obvious
- Steps match that segment’s aha
- An open loop pulls them back, you still ship the copy
Turn confusion into completion.
Start with an instant win. Name the aha. Let unfinished steps pull them back, at their pace.
02
Success marked from the start
Show what “done” looks like, ship a status, invite a teammate, not “explore the product.”
03
Personal, not generic
A competitor lead and a manager of ten do not share a checklist. Qualify once; the steps change.
You stay in control
A checklist is the shortest path to stay.
Qualify once. The list for an enterprise competitor lead is not the list for a manager of a team of 10. Same product language. Different first value.
Also in Krest
Activation runs on Krest.
Show users the way. Get the moment they stay.