I hope you're doing well. I would like to propose a new feature to enhance the user experience on Worksuite SAAS. Currently, when new customers register, they do not have a clear guide on how to set up their account and start using the platform effectively. To address this, I would like to request the implementation of an interactive onboarding system to guide new users through the initial configuration steps.
Feature Requirements:
Step-by-step guide: Create a series of interactive steps that guide the user through key business setup processes (e.g., adding clients, projects, setting up finances, etc.).
User-friendly interface: Include pop-ups, highlights of key elements, and helpful tooltips to guide users as they navigate different sections.
Customization options: Allow users to skip steps if they are already familiar with the process or prefer to set up certain elements later.
Tutorial videos and support articles: Integrate quick access to relevant tutorials or knowledge base articles at each stage of the onboarding process to help clarify any questions.
Progress monitoring: Include a progress tracker that shows the percentage of completion for the setup process.
Follow-up notifications: If users do not complete the onboarding, send reminders or suggestions about the remaining steps.
Benefits:
Improved user activation: Simplifying the initial process will increase the activation rate as users quickly understand how to integrate Worksuite SAAS into their operations.
Reduced support queries: By providing a guided experience, we are likely to reduce the number of support requests related to setup.
Higher customer satisfaction: An effective onboarding experience will improve the product's perception and increase long-term retention rates.
I am confident that this feature will make Worksuite SAAS even more accessible and useful for our users. I appreciate your time and look forward to hearing your feedback regarding the feasibility and timeline for implementing this improvement.
