Original Summary

Hello, Looking for some tips from any onboarding gurus. What’s the best route to go down for my app? It’s a Tradeperson CRM - Manage leads, quotes, jobs, invoices etc. Unsure on what style of onboarding I should go with - Should I; Offer a guided walkthrough of the apps pages, features using preset mock data? Offer a step by step walkthrough in which the user inputs a mock lead, and takes it through the pipeline progression as they would a real customer? Or should I offer hints and tips organically as the user uses the app naturally, so not forcing them on a guided tour initially - but offering the insight to specific features as they use them for the first time? I think I lean towards this option, but not sure when to implement a paywall in this option for best conversion if they are hit with it as soon as the app is downloaded. We will operate on a free trial basis then subscription. Or anything else? Also, better to handle onboarding ‘in house’, or use something third party for better analytics, a/b testing, updates etc in the future? From what I understand there is a lot of data to suggest higher conversion rates on more detailed and longer onboarding flows, due to the endowment effect and better retention rates due to users understanding the app more - but in my specific target audience I do believe a simpler and quicker onboarding is the way to go. A large part of the target user will be non tech savvy, busy tradesmen who want to simply try it out, or easily switch from an existing crm. Thanks appreciate any advice!   submitted by   /u/__voyager [link]   [comments]

中文概览

中文标题： 新手引导流程求助

作者为一款面向手艺人的CRM（管理线索、报价、工作、发票等）寻求引导流程建议，比较三种方案：用预设模拟数据做引导式页面功能导览；让用户输入模拟线索并像真实客户一样走完流程；或随自然使用逐步给出提示。他还询问付费墙该在何时出现（先免费试用后订阅）、自建还是用第三方做分析和A/B测试，并认为针对非技术、忙碌的手艺人，更简单快速的引导更合适。

  • 情报分类：商业与市场研究
  • 分类依据：SaaS新手引导与转化策略讨论，属商业与市场研究。
  • 信息来源：Reddit · SaaS
  • 发布时间：2026/9/22 01:31:15