# DemoPage for onboarding: Onboarding without the same kickoff call every time.

> Each new customer is walked through setup in their own account, in the order their tools need. They make each change themselves, and your team handles the rest.

For: Onboarding leads, implementation, customer success.

## Before and after

- Every kickoff repeats the same setup tour → Customers arrive having seen it
- Setup order depends on who runs the call → The same steps, in the order their tools need
- Admins forget what they were shown → They can rewatch their own setup

## How it works

1. **They say what must work on day one.** Which tools they use and what they need running first.
2. **They see your usual setup.** In the order their tools need, explained from your docs.
3. **Then they do it, with help.** In their own account: the guide opens each page and explains it, and they make the change. Your lead can step in.

## An example

Product: Relay CRM (docs.relaycrm.com)
- Company: Brightline Health
- Problem: Calls from our sales line need to log against the lead.
- Uses: Salesforce
- Wants to see: Integration setup, in order

Stops:
1. Connect Salesforce (/setup/salesforce): Brightline already uses Salesforce.
2. Map the sales line (/setup/numbers): Each number maps to a team.
3. Logging rules (/setup/logging): Calls attach to the lead by phone match.

Visitor asks: "Do we need admin rights in Salesforce?"
Answer: The setup guide says a Salesforce admin must approve the connection once.

Handoff: Your onboarding lead turns on the live settings.

## Works today

- A setup link that opens the customer's own account in a secure browser
- The guide opens each page and explains it; the customer makes the change
- Steps that finish when the page shows they're done

## Coming next

- Progress across several sessions
- A setup checklist per customer

## Questions

**Can it do the setup for them?**
It opens each page and explains it, and the customer makes each change themselves. The guide never clicks in their account, and payments, invites, and keys stay with your team.

**Does each customer get a different setup?**
Yes. What they say they need decides the order and the pages shown.