Client onboarding / service businesses
A welcome email is not an onboarding plan.
Rehber Flow explores service onboarding journeys that show clients what to prepare, what to expect and when to ask for help.
Independent product concept. Preview available.
Rehber Flow / specimen
Inside the working model
| Item | Context | State |
|---|---|---|
| Welcome | Scope agreed | Day 1 |
| Setup | Access prepared | Day 3 |
| First review | Questions resolved | Day 7 |
The next question
Planning a first-week client journey
A client may receive every required instruction and still be unsure about the order in which to act.
Sequence the essentials around a first useful outcome. Explain the dependency behind each request for information.
Read the note →The website perspective
The journey before onboarding
An onboarding plan begins after a client chooses a service. Before that, the website needs to explain the offer and make the enquiry route easy to understand. Webbnix offers landing-page and lead-funnel services for businesses reviewing that earlier journey.
Sequence the essentials around a first useful outcome. Explain the dependency behind each request for information.
Journal
01Planning a first-week client journey
A client may receive every required instruction and still be unsure about the order in which to act.
Explaining setup dependencies
Sequence the essentials around a first useful outcome. Explain the dependency behind each request for information.
Recognising onboarding blockers
A practical note using the first review example.
Recognising onboarding blockers
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