Guided Client Journeys orient customers from the moment they log in. Adaptive timelines, contextual prompts, and personalized celebrations make progress obvious and motivate action.
Clarity builds confidence
Clients should always know where they are, what's next, and why it matters--without sending an email or booking a meeting.
Journey Elements
- Timeline views map phases, milestones, and completion percentages.
- Guided tours introduce portal layout, resource locations, and collaboration tools.
- Contextual prompts explain tasks, documents, and AI support the moment they appear.
- Achievement banners celebrate milestones and reinforce momentum.
Experience Design
| Component | What It Does | Placement |
|---|---|---|
| Welcome hero | Greets users with current status and key actions | Portal home or dashboard |
| Phase overview cards | Summarize objectives, owners, and due dates | Top of each phase section |
| Next-up checklist | Highlights immediate tasks for the client | Sidebar or pinned widget |
| Resource spotlight | Surfaces relevant guides or videos | Inline with related tasks |
Creating Guided Journeys
Map the Customer Story
Define the milestones clients should recognize and the outcomes they should achieve at each stage.
Configure Timeline Blocks
Use the portal builder to add timelines, progress bars, and milestone highlights tied to task data.
Script Guided Tours
Create onboarding walkthroughs that trigger on first login and can be replayed at any time.
Add Dynamic Prompts
Use conditional messaging to surface tips or reminders when specific tasks unlock or deadlines approach.
Celebrate Progress
Enable achievement banners or confetti moments for major milestones to keep motivation high.
Best Practices
Meet them where they are
Adjust journey messaging for each lifecycle stage--evaluation prospects need different context than long-term customers.
- Keep copy concise and action-oriented; link to deeper guidance when needed.
- Provide visual cues (badges, icons, color shifts) to indicate completion and urgency.
- Offer multilingual tours or AI-generated translations for global stakeholders.
See Transparent Collaboration to align teams and clients around these journeys.