Dual Onboarding: Self-Serve vs. Discovery Call

In Progress

We're introducing a dual onboarding experience to give potential clients two flexible ways to explore GTM LABS:

Self-Serve Onboarding – For those who prefer a hands-on approach, they can select a plan and gain immediate access to the GTM LABS client portal. Here, they can explore how to create tasks, manage projects, and collaborate. The goal is for them to experience how GTM LABS fits into their workflow before committing.
Discovery Call – Some prospects prefer a direct conversation before making a decision. This path lets them book a call to discuss their product marketing needs, challenges, and goals, where we introduce GTM LABS through a structured conversation.

This feature aims to reduce friction in the decision-making process while ensuring prospects engage in a way that aligns with their preferences.

Jovanny Tovar

5 months ago