Guidance Trigger Map (Delivery)

Guidance Trigger Map (Delivery)

1. 01

   Pull the client's last 90 days of product analytics before writing a single tour

   Export activation funnels, drop-off screens, and support ticket tags. A guidance layer built without this baseline becomes decoration, not a delivery asset.

2. 02

   Rank the top five friction points by revenue exposure, not by how easy they are to fix

   Weight each drop-off by the ARR of accounts that stall there. A checkout step losing 4% of trials usually outranks a settings page nobody visits.

3. 03

   Assign each friction point to one guidance pattern: tour, tooltip, checklist, or survey

   Multi-step first-run flows suit tours, single-field confusion suits tooltips, and repeated setup tasks suit checklists. Chameleon and UserGuiding both support all four patterns, so the choice should follow the behavior, not the vendor.

4. 04

   Define the trigger condition in product signals rather than page loads

   Fire guidance when a user completes a qualifying action or stalls for a set interval. Userflow builds its experiences around real product signals for exactly this reason, and signal-based triggers cut the noise that makes users dismiss guidance reflexively.

5. 05

   Write the copy at a ninth-grade reading level and cap each step at two sentences

   Long in-app copy gets skipped. If a step needs a paragraph, the underlying UI is the problem and belongs in the client conversation.

6. 06

   Ship to a 10% cohort for five business days before full release

   Compare completion rate and time-to-first-value against the holdout. A guidance change that lifts tour completion but not activation is a vanity win.

7. 07

   Log every shipped experience with its trigger, target segment, and measured lift in the client's shared workspace

   This log becomes the renewal evidence. Retainers survive on documented adoption movement, not on the fact that tours exist.