Rehber Flow explores service onboarding journeys that show clients what to prepare, what to expect and when to ask for help.
The problem to solve
A client may receive every required instruction and still be unsure about the order in which to act.
The proposed approach
Sequence the essentials around a first useful outcome. Explain the dependency behind each request for information.
Working with the example
Welcome
The sample records “Scope agreed” as context and “Day 1” as its state. In a real client onboarding process, the source and responsible role should be checked before acting on that state.
Setup
The sample records “Access prepared” as context and “Day 3” as its state. In a real client onboarding process, the source and responsible role should be checked before acting on that state.
First review
The sample records “Questions resolved” as context and “Day 7” as its state. In a real client onboarding process, the source and responsible role should be checked before acting on that state.
This preview shows the product direction. It has no account system, integrations or live record storage.
Explore demo ↗