Onboarding upgrades

Onboarding customers correctly is critical to making sure that customers find value in your tool immediately.

That means onboarding is simple and direct, and helps customers learn how to use the tool to solve the job they need done.

We always intended for Talisman to be exactly that - so quick and easy that users could self-onboard into Talisman within 10 minutes. No sales demo. No upfront payment. Just immediate value.

As part of our preparation to launch our beta, we spent a lot of time improving and polishing our onboarding experience to make sure users felt that from day one.

One of the things we noticed from looking at other apps and tools that inspired us is that they show us the results of the work we do in onboarding.

A great example of this is Copilot, a B2C fintech app that helps consumers centralize and manage their finances.

At each step of onboarding, our goal was to show customers the fruits of their labor, educate them on what value Talisman would bring them, and help them take control of the information Talisman uses to bring that value.

New features

• Universal Directory

  • At the end of onboarding we share a list of everything a customer has connected to date and where that information comes from so when users come into Talisman they know where the insights are driven from

• Member and App review screens

  • We’ve created results screens that share the information we import into your Talisman instance based on your companies employees and the tools they use:

• Educational loading pages

  • We’ve improved loading pages to include what steps Talisman is taking when we’re pulling your organization’s information so users understand what's happening behind the curtain:

Bugs eliminated

• Onboarding

  • We fixed a bug in our priority screen below that was visually cutting out the ‘Continue’ button

  • We fixed a bug that wasn’t populating the Member and App data pulled from Google Workspace during onboarding

• Subscription management

  • We fixed a bug that was trying to show the last 4 for payment methods that didn’t have them

  • We fixed a bug that caused certain subscriptions to appear as a Possible Subscription again

• App profile

  • We fixed the Member’s table that showed duplicate entries around who accessed a given app