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B2B Self Sign Up - Coggle Diagram
B2B Self Sign Up
2. Onboarding
Welcome video on dashboard
Welcome email
Manually (sent by SL)
Automated
Example data in workspace
Engaging empty states on all sections
Reviewed roles & rights
1. Sign up
Visualization
Platform background (
Personio
)
Blank page form
Conversion optimized texts & images
Security & Privacy
2FA
Double opt-in
Check DPA
Data
Name
Email
Workspace name
Company size
Your position
4. Checkout
Manual invoices and unlocking
Self-service
5. Monitoring
New signups ping in Product Development Slack channel
Activity data per workspace
6. Customer Support
Customer Support contact email
Customer Support Widget
3. Paywall
Total blocker 2 weeks after sign up
Calling to contact Sales
Leading to the checkout