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B2B workspace setup

Sets up a team workspace: role and team size known from sign-up are skipped, a free-text job to be done is classified into a starter template, and invites come last.

About 3 min to complete. onboarding, mobile, saas, workspace, b2b.

Use this template

Questions in this template

  1. What best describes your role, {{attr.first_name|there}}?
  2. How big is the team that will use it?
  3. What is the first job you want this to take off your plate?
  4. What do you use today?
  5. Invite a first teammate, if you like.

Related templates

Team around a curved meeting table with laptops

Set up your workspace in two minutes.

A few answers pick your starter template, permissions and integrations. Anything we already know is skipped.
Takes about 2 minutes
Made with FormFlow (opens in a new tab)