Examples · Onboarding demos

Turn workspace setup into three calm actions

A setup walkthrough that separates workspace details, team invitations, and data connection into a sequence new users can revisit.

Interactive walkthrough

Illustrative example

Use the Previous and Next buttons, activate the hotspot, or press the left and right arrow keys to move through this three-step illustrative example.

Illustrative onboarding checklist for setting up a SaaS workspace
Step 1 of 3

Current step

Name the workspace

Begin with the smallest required setup task and explain which details can be changed later.

Three-step walkthrough

  1. Name the workspace

    Begin with the smallest required setup task and explain which details can be changed later.

  2. Invite the team

    Move to the collaboration step only after the workspace context is clear.

  3. Continue to data

    Close with the next setup milestone and a clear handoff to deeper implementation guidance.

Why it works

Keep the experience tied to one useful outcome

  1. 01Each step asks for one action and preserves the larger setup sequence.
  2. 02Users can return to the walkthrough without scheduling another implementation call.
  3. 03The final handoff makes it clear where product-specific configuration begins.

DemoFast features used

A lightweight build, not a simulated integration

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Ordered steps

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Text annotations

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Zoom area

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Website embed

Implementation guidance

Build the real version from approved product screens

  1. 01

    Record the shortest path to first value for one customer role.

  2. 02

    Call out prerequisites before the user reaches a blocked screen.

  3. 03

    Embed the walkthrough beside written setup notes and support contact options.

Customer proof

Product walkthroughs that supported increased engagement.

FeatureShark uses DemoFast for how-to walkthroughs and sales outreach. Tanmay, Founder, reported increased engagement from that work.

Read the FeatureShark story