Helping customers get to value faster.

The first onboarding call covered a lot. Customers still needed clear guidance on editing their materials and distributing them afterward; those topics had been taught through two separate one-hour webinars.

Created a focused landing page with two short tutorials, links into the relevant help articles, a distribution strategy section, and a reusable checklist for each listing.

Help customers move forward independently after the call and make repeated training easier to scale. Adoption and time savings for this resource have not yet been measured.

New customers needed a clearer answer to what they should focus on first, particularly when different roles use the product in different ways.

Created a role-based onboarding flow that starts with a customer’s intended use and presents a sequence of relevant setup tasks, courses, and recommended outcomes.

Senders and administrators could follow a path tailored to their work, with clear next steps and progress through the learning plan.

Early adopters were testing workflows in a developing product experience.

Helped build primary use cases with customers, brought their workflow feedback to Product, Engineering, and UX/UI, and shared what we learned with leadership.

Customer-facing work can reveal where the product needs more guidance, better workflows, or a different approach.