Onboarding Flow
Brandon Hafenrichter
The onboarding flow is a bit clunky at the moment and doesn't really give you a good understanding of what Nest can do. Sure you create an account and can start linking transactions, but there isn't anything to guide you to do this nor setting up a budget.
It would be nice to have a flow that would intercept customers when they first create an account and walk them through the following:
- Creating custom budgets
- Setting up a connection and importing transactions
- Introduce the free trial and how it works to the user