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New Customer Onboarding Workflow

Avinash Joshi
Avinash Joshi
New customer onboarding workflow feature has been deployed! It's currently live in staging, and can easily be enabled in production when ready to go live!

The main goal of building this feature was to allow new customers to onboard themselves by creating an account and going through a 3 step onboarding. Once a trial is scheduled, customers will be able to see details as chef is assigned and the trial is completed, prompting them to subscribe.

Here's a quick overview of the workflow and various stages:

Step 0. Click on get started
This takes you to the sign up page.
Sign up 1.16 MB View full-size Download


Step 1. Enter your personal information
This is where you enter your name, phone number, and optional avatar
Enter personal details 719 KB View full-size Download

Step 2: Enter household details
Next step is to enter your address and some instructions for when the home chef visits your home.
Household details 707 KB View full-size Download

Step 3: Book your trial
The last step is to request your first booking, your trial!
Book trial 751 KB View full-size Download

Once a trial is booked an email goes to both customer and booking@cravd.com. After which the customer goes through all the workflow of assigned chef, and completed/cancelled booking.
Booking request received 740 KB View full-size Download

Next steps from admin side

P.S. Very important: You will see this trial booking in the booking command center. YOu can change the status of the booking, assign chef and the customer will see different screen based on that!
Command booking center 196 KB View full-size Download

Step 4: Assign chef
This is where you will click on the booking (either from email) or from the above booking center and edit the booking to assign the chef AND change status to confirmed
Admin updates the booking to assign a chef 790 KB View full-size Download

This will have the following effect on customer's dashboard:
Customer now sees trial as confirmed with chef information 704 KB View full-size Download


Step 5.1: Completed
The booking is considered completed if either date is passed or if manually marked as competed.
Trial Completed, Subscribe now screen 646 KB View full-size Download


Step 5.2: Cancelled
You can also cancel the trial from the booking edit page
Trial Cancelled state 459 KB View full-size Download


That's it for now. Go ahead, take it for a spin on staging. Will post a comment when the feature is live in production.