SaaS websiteOnboarding and emailLinkedIn Ads and CRM
01 / The situation
A platform lists many features but does not help visitors choose what to evaluate for their team.
02 / How it works
Team size and the main need shape the presentation agenda. An interactive checklist helps users work through their first steps in the product.
03 / Try it
See how it works.
An interactive version with sample data, running locally in your browser. It does not save enquiries, send messages, make bookings or take payments. Reloading resets your choices.
INTERACTIVE VERSION
Evaluation plan
2–10 · Enquiry tracking
Choose a need and generate the agenda.
Features and possible extensions
The interactive flow runs locally in the browser. CRM connections, message delivery and campaign activation are separate extensions that are not implemented in this version.
