Chevy T: UX Designer

Chevy T: UX DesignerChevy T: UX DesignerChevy T: UX Designer

Chevy T: UX Designer

Chevy T: UX DesignerChevy T: UX DesignerChevy T: UX Designer
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⇦ RevolutionParts

Onboarding tasks for new customers

Acceptance Criteria

As a new customer beginning onboarding with RevolutionParts, I want a clear view of the onboarding process, what tasks I have to complete, what has been completed already, and when I am expected to go live so that I can quickly and smoothly begin to see value from my new eCommerce store.


Acceptance Criteria checklist:

  • New customer sees their onboarding checklist immediately upon logging into the RevolutionParts platform for the first time (and each time after until it is completed)
  • New customer sees their progress in the onboarding checklist
  • New customer sees when their store is forecasted to go live
  • New customer can mark tasks as complete as they finish them
  • When customer completes finite tasks such as “Add a billing method” the tasks are automatically marked as completed on their behalf
  • New customer can mark tasks as “stuck” (or similar)
  • Customer has a clear path of getting help from their implementation manager or a RP support team member
  • New Customer has a clear path of assigning or alerting others within the dealership of pending tasks
  • New customer can tell if they're are falling behind on their tasks or the launch is at risk of      missing their target launch date.
  • New customer can complete checklist items in any order.

Key Benefits of the new Experience:

  • New customer gets a sense of satisfaction out of completing onboarding tasks
  • Customer never has to ask, “What is next?”
  • Customer can conceivably self-serve the onboarding task without needing to speak to an implementation manager
  • Reduce time to value for new customers

The Tasks page

First things first

Account setup

With the layout shown above, new customers are shown how to set up their account as they complete the required tasks. The customer will see this page everytime they log in until the required tasks are completed.

Then web store setup

Once the customer is done setting up their account, they'll be prompted to setup their web store with another list of tasks.

The customer might need help with a task.

If customer clicks "I'm stuck"

Email modal appears when the customer clicks "I'm stuck".

This allows the customer to alert the support team with an email message with context. 

If the customer clicks "I'm stuck" during office hours

A chat modal appears which allows the customer to chat live with a support team member.

If customer clicks "Assign"

A menu appears with a list of available assignees.

If customer clicks "Let's do it"

The customer is taken to the settings page related to this task.

There's more to see.

See more RevolutionParts projects

Copyright © 2022 Chevy Thompson - All Rights Reserved.

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