SERVICE: ONBOARDING DOCUMENTATION

Do new customers set things up, then never come back?

We build onboarding docs that walk new users through each feature — what it does, why it matters, and what to do next.

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ONBOARDING GUIDE
Custom Fields
1
What it is & why it matters
2
Watch it in action
3
What you can do next
Set default values
Connect it to a workflow

Sound familiar?

These are the same few problems we hear from almost every team before they call us.

Customers set it up, then go quiet

They finish setup but never explore what else your product can do.

Support answers the same "why" questions

Users know how to click, not why clicking helps them.

Onboarding is a checklist, not a story

Steps get checked off without explaining the value behind them.

New features launch, nobody explains them

Every release widens the gap between feature and understanding.

Every onboarding doc follows the same pattern

Consistent structure means customers always know what to expect.
1
What it is & why it matters
Example: Custom Fields
2
Watch it in action
1:42
3
What you can do next
Set default values
Connect it to a workflow

Questions before you book a call?

The things people usually ask us first.

How is this different from your product documentation service?

Onboarding docs focus on getting new customers to value fast, feature by feature. Product documentation is more of a full reference library people search when they're stuck later on. A lot of teams use both — they just solve different jobs.

Do you need our whole product roadmap to build these?

Not the whole roadmap — just access to whichever feature you want documented, so we can actually use it before writing about it.

Can you follow the exact 3-part format we already use?

Yes. We can build within a format you already have, like a "what/why, video, what's next" pattern, or help design one from scratch if you don't have one yet.

How many features can you cover in one project?

Depends on scope. We'll map out your priority features together during the huddle stage before quoting anything, so you're not paying for docs on features that don't need them yet.

Do you write the video scripts too?

Yes — we handle the script and structure. You (or your team) can record it, or we can help produce it, depending on what you need.

Ready to stop losing customers after setup?

Let's build onboarding docs that get people using what they signed up for.