Onboarding is four steps

Summary

1. Where the work lives — just me, or a company. Asked once.
2. Setup — the product's name and its address in Trunk. An optional Figma import.
3. Capture — pick screen sizes, give the URL, and the product is walked.
4. Plan — Starter, Team or Enterprise.

The stepper shows four. The capture walk, walking it yourself and the result all belong to step 3.

Why it matters

Every step is a place someone leaves. Nothing is asked that capture or a default can answer.

Implications

• Nothing about people is asked. Members and teams are added later in Settings.
• Capture needs only a URL. Nothing is installed.
• Form steps and working screens look different on purpose. Steps 1, 2, the Capture form and Plan sit in a 900px column under the stepper. The walk and its result run edge to edge.
• Actions are in the footer on every step. Back on the left, the next step on the right.

Related

• client · name · capture · plan — the four steps.
• capture-walk · capture-manual · capture-complete — inside step 3.
• first-capture · capture-reads-the-product

Sources

• .context/designs/web/onboarding/client.html
• .context/designs/web/onboarding/name.html
• .context/designs/web/onboarding/capture.html
• .context/designs/web/onboarding/plan.html