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AI-enhanced SaaS onboarding — B2B team collaboration
4 lanes 5 steps 13 elements
LANE / STEP
01Initial contact
02Sign up
03Activation
04Adoption
05Health check
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CustomerActions
◆
Admin receives invite to trial the SaaS product
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Signs up with work email and accepts T&Cs
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Invites first 3 teammates & runs first workflow
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SaaS Web / App UITouchpoints
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Landing page with 'Start free trial' CTA
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Sign-up form with role detection
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Role-based guided product tour
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CS team gets high-value account alert
Line of interaction
✦
AI ServicesAI Capability
✦
Tags account by industry & team size
✦
Personalizes tour from product signals
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AI lead scoring & prioritisation
Line of visibility
▣
Backstage SystemsData & gov
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User DB write — account created
▦
Marketing automation sends welcome email
✓
Reviews AI scoring logic quarterly

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service-blueprint-legacy.pdf · p.3
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service-blueprint-legacy.pdf
14 pages · 2.4 MB
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Detected · 4 lanes · 5 steps · 13 elements
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