Source: https://asterly.co/for/saas-onboarding

For SaaS onboarding

# Your product works.  
Setup is where people stall.

A new trial signs up, reaches the “connect your data” step, and stops.

Then someone books a call just to click through that screen together.

[Join the waitlist](https://asterly.co/for/saas-onboarding#waitlist) [See a sample guide](https://asterly.co/for/saas-onboarding#sample)

Asterly is early. Public access is a waitlist.

Message from a trial user

> “I’m stuck on connecting my data. Is there a guide somewhere?”

## Where trials go quiet

-   New users stop at the same step, and you find out from an account that went quiet.
-   The setup doc was written a few releases ago, so the screens no longer match.
-   The honest cost: Your team spends onboarding calls clicking through screens a guide could show.

What Asterly does about it

## Record setup once. Link it where people stall.

Record setup the way a new user would. AI drafts the guide with screenshots. Publish it, and link it from the welcome email and the empty states in your app.

When a setup screen changes, edit the step that changed and publish again. The link in your welcome email stays the same.

From signup to set up

1.  Click through new-user setup once in Chrome
2.  Tidy the steps and highlight what to click
3.  Link the guide from your welcome email and in-app empty states
4.  Keep setup guides in a help center on your own domain

Real screens, made-up company

## What a new user would see.

Starting with the card that shows up when you share the link. Real Asterly screens; Fernwood Invoicing is made up for the demo.

-   ![The preview card for a shared guide: the Asterly logo, “Fernwood Invoicing help center”, the title “Send your first invoice”, 4 steps, the guide’s first screenshot, and the demo help center address help.fernwood-demo.test.](https://asterly.co/home/tiles/preview-1040.webp)
    
    Demo data
    
    ### Link previews
    
    Where link previews show up, like chat and community posts, the guide appears as a card with its title and a screenshot.
    
-   ![The Asterly recorder side panel mid-recording: the Asterly logo, connected to Fernwood Invoicing, guide title “Send your first invoice”, 3 steps so far, and Pause, Add step, Stop and send, and Discard buttons.](https://asterly.co/home/tiles/recorder-1040.webp)
    
    Demo data
    
    ### Recorder
    
    Click through setup from the Chrome side panel, the way a new user would. Stop when the account is ready.
    
-   ![The hosted help center for Fernwood Invoicing: “invoice” typed into the search box, and the matching guide, “Send your first invoice”, 4 steps.](https://asterly.co/home/tiles/helpcenter-1040.webp)
    
    Demo data
    
    ### Help center
    
    Keep every setup guide in a hosted help center with search, on your own domain if you like.
    
-   ![Two crops from the Asterly step editor, side by side. Left: a soft glow highlight around the New invoice button, with a “New invoice” label under it. Right: the Highlight box panel with presets called Soft glow, Outline, Spotlight and Filled tint, and colour swatches.](https://asterly.co/home/tiles/editor-1040.webp)
    
    Demo data
    
    ### Editor
    
    Rewrite steps in plain words and highlight the exact field a new user should fill in.
    

What you’d record

## A guide for the screen where they stop.

For your setup flow, you’d record something like this, the way a new user would click it:

An example, written out. Not recorded, so no screenshots

### “Connect your data source”

1.  Open Settings
2.  Pick the data source
3.  Approve access
4.  Check that your data shows up

We haven’t recorded that one. Here’s a guide we did make with Asterly, for a pretend invoicing app: four steps, each with its screenshot and the click marked.

Fernwood Invoicing Help center

### Send your first invoice

4 steps

1.  ![Fernwood Invoicing dashboard with the Customers link in the top bar highlighted](https://asterly.co/home/sample-guide/step-1-480.webp)
    
    Check who you are billing
    
2.  ![Invoices page with the New invoice button highlighted](https://asterly.co/home/sample-guide/step-2-480.webp)
    
    Start a new invoice
    
3.  ![New invoice form for Harbor Street Bakery with the Add line item button highlighted](https://asterly.co/home/sample-guide/step-3-480.webp)
    
    Add what you are billing for
    
4.  ![Invoice with two line items and the Send invoice button highlighted](https://asterly.co/home/sample-guide/step-4-480.webp)
    
    Send it
    

Demo data Fernwood Invoicing is made up.

## Which screen loses people?

Asterly is early. Public access is a waitlist and pricing isn’t set. Leave your email, and tell me which setup step loses people.

Just your email. No card, no grand commitment.

[Email the waitlist](mailto:hello@asterly.co?subject=Asterly%20waitlist) if the form cannot run.