Five-stage journey from stranger to advocate: touchpoints, emotions, and drop-off analysis.
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OnboardFlow. From stranger to advocate
Prospect realizes onboarding is a problem
Touchpoints
Emotion: Frustrated
Action: Reads content, bookmarks for later
Evaluates solutions and compares options
Touchpoints
Emotion: Curious
Action: Shares audit results with team, evaluates fit
Makes purchase decision and gets buy-in
Touchpoints
Emotion: Hopeful
Action: Gets budget approval, signs up
Sets up platform and runs first workflow
Touchpoints
Emotion: Excited
Action: Configures workflows, invites team
Deepens usage and becomes advocate
Touchpoints
Emotion: Confident
Action: Upgrades plan, writes testimonial
Aware → Consider
38% drop
Fix: Stronger CTA in content posts
Consider → Decide
52% drop
Fix: Add social proof to landing page
Onboard → Expand
24% drop
Fix: Trigger upsell after first successful workflow