Onboarding Checklists That Drive Users to Activation Milestones

An onboarding checklist is a persistent progress widget inside your product that shows users the key steps to complete before they get full value — like "connect your CRM," "invite a teammate," and "create your first report." Users can see their progress across sessions, making it a powerful driver of activation.

Checklists work because they create structured progress and leverage completion psychology — users who see they're 60% complete are far more likely to finish than users with no visible progress. Guidez customers typically see 25-40% improvement in activation rates after deploying checklists.

Yes. When a user completes a Guidez checklist, the completion event automatically syncs to HubSpot (as a contact timeline event and property) or Salesforce (as an activity and custom field update). CSMs and sales reps see activation status without leaving their CRM.

Yes. Pass the user's role via identify() and Guidez automatically shows each role their specific checklist. Admins see an admin setup checklist; end-users see a personal activation checklist — completely different items, tracked independently.

With Guidez, you can build and publish an onboarding checklist in under 30 minutes. Create checklist items in the no-code dashboard, link each item to the relevant tour or URL, configure the appearance, and publish — no engineering ticket required.