Onboard Path

Small
SaaS · Onboarding specialist, new customers

Customer onboarding tracking for SaaS teams.

Coding Ideas

Built in this build

  • Step-by-step setup checklist
  • Customer progress view
  • Blocker flagging
  • Onboarding templates
  • Customer list
  • Settings
  • Next-step suggestion for a stuck customer
  • Simple time-to-complete summary

Vision (needs external services)

  • Alert on steps stalled too long
  • Email
  • Calendar (.ics)

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

  • Step-by-step setup checklist
  • Customer progress view
  • Blocker flagging

Admin modules

  • Onboarding templates
  • Customer list
  • Settings

AI capabilities

  • Next-step suggestion for a stuck customer

Automations

  • Alert on steps stalled too long

Analytics & reports

  • Simple time-to-complete summary

Integrations

  • Email
  • Calendar (.ics)

Mobile

  • Customer mobile progress view

Roles & permissions

  • Specialist
  • Customer

SaaS

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