Goal: Help users solve problems faster with self‑service.

Introduction: Explain where to search, what to read first, and when to contact support.

Step 1: Search the knowledge base using a clear [KEYWORD].

Step 2: Browse starter articles to build confidence.

Step 3: Open a support ticket with details if you’re still stuck.

Response expectations: Docs are instant, community varies, and support is during business hours.

Next steps: Subscribe to updates or release notes to stay informed.

Goal: Personalize your account and improve discoverability.

Introduction: Explain which fields appear publicly and which affect notifications.

Step 1: Open Profile and review available fields.

Step 2: Fill in details such as name, photo, and time zone.

Step 3: Save and confirm changes appear across the app.

Security tip: Enable 2FA and keep recovery options up to date.

Next steps: Adjust preferences after a few days based on how you work.

Goal: Connect [INTEGRATION] to enhance workflows.

Introduction: Explain permission requirements and why access scopes matter.

Step 1: Open Integrations and choose [INTEGRATION].

Step 2: Authorize access and confirm requested scopes.

Step 3: Run a quick test and check for the expected result.

Document the new workflow so teammates can follow it.

Next steps: Explore automation opportunities that the integration unlocks.

Goal: Help users finish a simple end‑to‑end project.

Introduction: Set a small, achievable scope so momentum builds quickly.

Step 1: Create a new project and give it a clear name.

Step 2: Add a few tasks or data points that move the project forward.

Step 3: Complete one task and mark it done to close the loop.

Review: Check due dates, owners, and dependencies so nothing is blocked.

Next steps: Adopt advanced project features when you’re ready.

Goal: Accelerate time‑to‑value by focusing on core features.

Introduction: Explain why learning a small set of features early reduces confusion.

Step 1: Try [FEATURE 1] on a simple example to see a clear benefit.

Step 2: Share your result with a teammate to confirm understanding.

Step 3: Schedule time to explore [FEATURE 2] and [FEATURE 3] next.

Keep notes on what worked well so you can build on it later.

Next steps: Move into advanced features once basics feel comfortable.

Goal: Show users how to configure notifications in [YOUR PRODUCT].

Introduction: Explain which events are most helpful early on.

Step 1: Open notification settings and browse available events.

Step 2: Enable the most important alerts and choose delivery method.

Step 3: Save your preferences and send a test if available.

Guidance: Avoid turning on everything to prevent noise.

Next steps: Revisit preferences after a week to fine‑tune.

Goal: Help users understand the dashboard layout.

Introduction: Explain what each section is for so navigation becomes second nature.

Step 1: Identify the main areas such as Overview, Activity, and Shortcuts.

Step 2: Review what each area shows and how it helps decision‑making.

Step 3: Customize the layout if options are available.

Pro tip: Pin frequent actions to reduce clicks.

Next steps: Review analytics or customize notifications after you’re comfortable.

Goal: Help users import data accurately and quickly.

Introduction: Explain file requirements and mapping so rows land in the right place.

Step 1: Open Import in [YOUR PRODUCT] and upload your file or connect [INTEGRATION].

Step 2: Map columns such as name, email, and tags to their fields.

Step 3: Review sample rows and confirm the import.

Verification: Spot‑check a few records and fix errors before proceeding widely.

Next steps: Schedule a recurring import if new data arrives regularly.

Goal: Help users add teammates and assign appropriate roles.

Introduction: Explain how roles map to responsibilities so access is correct.

Step 1: Open Team Management and enter teammate emails.

Step 2: Choose roles such as Admin, Member, or Viewer based on need.

Step 3: Send invites and confirm each teammate can sign in.

Follow‑up: Share onboarding links tailored to each role.

Next steps: Review permissions after your team joins to ensure least privilege.

Goal: Guide new users through their first login and setup in [YOUR PRODUCT].

Introduction: Explain what users should achieve in their first 15 minutes.

Step 1: Log in and verify your email to secure the account.

Step 2: Tour the dashboard and open one key section to explore.

Step 3: Set your time zone and update profile details.

Success criteria: You can navigate to core areas and see accurate profile information.

Next steps: Try [FEATURE] for a quick first win.