Onboarding a company to your product is different from onboarding an individual user – it requires many people across departments to get setup and start seeing the value your product can provide. If you sell your product to businesses and haven’t designed your onboarding to support groups of people, you’re likely asking people to complete tasks they’re not capable of or lack the permissions to do. As your company grows and starts selling to larger companies, rethinking how your onboarding helps groups of people work together will have a greater impact than optimizing an existing step-by-step flow designed for individuals.
If you build software for business one of your main jobs will be to onboard groups of people at a company. Your beautiful, linear sequence of onboarding steps might work well for individual users, but teams behave unpredictably. So as larger companies start using your product, instead of just asking “Howmany people made it from step A to step B?”, you might start asking different questions, such as: Why would someone in a group be unable to complete this step? Who in their company might be able to help them? What is blocking them from asking for help?
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