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Claude/ChatGPT Prompt to Design a 3-Step SaaS Onboarding Wizard

Design a friction-free 3-step SaaS onboarding wizard — workspace setup, invite teammates, first integration — with progress, save-as-you-go, and skip.

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Edit the values, then copy your finished prompt.

Ihr Prompt
prompt.txt

                                

What this prompt does

This prompt designs a 3-step SaaS onboarding wizard built to get a new user to value fast, specified tightly enough to build with real component structure, states, and copy. The three steps are workspace setup with inline validation, inviting teammates via email chips and bulk paste with role selection, and connecting the first integration with a success state. A persistent progress indicator and save-as-you-go mean a refresh never loses input, and each step has a skip option plus a completion moment.

The variables shape the flow to your product. [stack] (for example, React with Framer Motion) sets the component and animation conventions. [product] gives the wizard context so the copy and steps fit. [first_integration] defines what step three connects — Slack versus another tool changes the success state. [copy_tone] drives the microcopy throughout, so the empty, loading, and error messages all read in the voice you want.

When to use it

  • You are building first-run onboarding and want a short, forgiving path to value
  • You want workspace setup, teammate invites, and a first integration in three steps
  • You need save-as-you-go so users who abandon and return keep their input
  • You want a persistent progress indicator and a per-step skip option
  • You need empty, loading, and error states for each step
  • You want copy-ready microcopy in a specific tone

Example output

The model returns the step flow, the components, and example copy fenced and copy-ready. Step one is workspace setup (name, logo, industry) with inline validation; step two invites teammates via email chips and bulk paste with role selection; step three connects your first integration with a success state. A progress indicator, save-as-you-go persistence, per-step skip, a completion moment, and empty/loading/error states are all specified, with microcopy in your chosen tone.

Pro tips

  • Insist on save-as-you-go (deliverable 4); users abandon and return, and losing input on refresh kills activation more than any missing feature
  • Keep required fields minimal — every extra one bleeds users, so let steps be skippable where you can
  • Set [first_integration] to your real first connection so step three's success state matches that flow
  • Use [copy_tone] to keep the microcopy consistent across empty, loading, and error states
  • Match [stack] to your frontend so the components and any animation hooks are usable
  • Describe [product] clearly so the wizard's context and example copy fit what users are actually onboarding into
  • Treat the completion moment as a pointer to first value, not just confetti; it should hand the user a concrete next action inside the product
  • Design the empty, loading, and error state for each step alongside the happy path, since a stalled integration connect is where users bounce

Frequently Asked Questions

Does the wizard keep my input if I refresh mid-onboarding?
Yes, deliverable 4 requires save-as-you-go so a refresh never loses input. This matters because users frequently abandon onboarding and come back later, and losing their progress on reload kills activation more than any missing feature would.
Can users skip steps they are not ready for?
Yes, each step has a skip option. The wizard is designed to keep the path to first value short and forgiving, since every extra required field bleeds users, so letting people skip and return later protects activation.
Which integration does step three connect?
Whatever you set in `[first_integration]`, such as Slack. That variable defines the integration step three walks the user through, including its success state, so the flow matches the tool your users actually connect first.
Does it include the actual onboarding copy?
Yes, the prompt returns example copy that is fenced and copy-ready, written in the voice you set in `[copy_tone]`. That covers the microcopy for the empty, loading, and error states across all three steps, not just placeholder labels.
Engr Mejba Ahmed

Need this built for real?

Engr Mejba Ahmed

AI Developer · Software Engineer

I'm Mejba — I design and ship production AI systems, automations, and full-stack apps. If you want this turned into a working solution for your team, let's talk.

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Engr Mejba Ahmed

Engr Mejba Ahmed

Claude Code Expert · Online

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