--- name: workspace-setup-experience type: experience journey: user persona: Small-business owner (34), setting up a tool for her bakery's staff domain: B2B onboarding technology: B2B web app, desktop and tablet core: "1.0" description: "Experience skill: Setting up a new business workspace to first value — the best-practice user journey for a small-business owner (34), setting up a tool for her bakery's staff in B2B onboarding on B2B web app, desktop and tablet. Use when designing, building, reviewing or writing copy for any step of this journey. Brand-agnostic: pair with any Celestial design skill for the look. Also use it for decks, research readouts, specs and documents about this journey. Outputs: PowerPoint / Keynote / Google Slides decks, Word and Google Docs documents, PDF reports, emails, social posts, charts and diagrams." --- # Setting up a new business workspace to first value The first person in a new business workspace names it, brings in one real piece of work and one colleague, and reaches a useful result in the first session instead of a blank screen. **Outcome** — At least 60% of new workspaces reach the first-value event (one real item shared with one colleague) within 24 hours of creation. This skill says *what happens and in what order*. It never specifies colour, type or spacing: describe screens as compositions of Celestial core v1.0 components and patterns, and let the active design skill render them. --- ## Persona — Javier, Small-business owner (34), setting up a tool for her bakery's staff > “I've got twenty minutes before the morning rush. Show me it works with my actual rota, not a demo.” Runs two bakery sites with nine staff; evaluating a scheduling and task tool on a trial, mostly from a laptop in the back office. **Goals** - See her own data working in the tool quickly - Get one manager to try it with her - Decide within the trial whether to pay **Pains** - Long setup wizards asking for things she doesn't know yet - Empty dashboards with no next step - Sample data she has to clean out later **Behaviours** - Skips video tours - Imports from spreadsheets - Comes back in short bursts **Access needs** - English is her second language — prefers short, literal sentences --- ## Domain — B2B onboarding - Ask only for details needed now; defer billing and company details until they unlock something - Imported files are processed in the workspace's data region and can be deleted in one step - Trial length, end date and what happens at the end are shown in the workspace, not only in email - Sample content, if offered, is clearly labelled and removed in one action Vocabulary to use: `workspace`, `trial`, `import`, `template`, `first project`, `invite` ## Technology — B2B web app, desktop and tablet Inputs: Keyboard and mouse, CSV or spreadsheet upload, Paste - Setup state saved after every step so people can leave and return - Imports up to 5,000 rows with a preview before commit - Works on a tablet in landscape --- ## Journey (5 steps) | # | Step | Goal | Compose with | Copy | |---|---|---|---|---| | 1 | **Name it** | Create the workspace with a name and purpose | `onboarding` | “What will your team use this for?” | | 2 | **Bring work in** | Import or start from a template | `form + chips` | “Upload your rota spreadsheet, or start from a template” | | 3 | **First result** | See their own data working | `dashboard · empty state` | “Your rota for this week is ready. Share it with a manager?” | | 4 | **Invite one** | Bring in one colleague to try it | `form` | “Invite one person to try this with you” | | 5 | **Checklist** | See progress and what's left, at their own pace | `progress` | “2 of 4 done · Next: set opening hours” | ### 1. Name it - Two questions at most: name and what it's for - Purpose choice tailors templates, can be changed later - **error:** That workspace address is taken — here are two close options ### 2. Bring work in - Import first, template second, blank last - Preview the first rows and map columns before importing - **error:** Row 14 has no date. Skip it or fix it and upload again. - **loading:** Reading your file… ### 3. First result - Land on the imported item, not a generic home - One highlighted next action - **empty:** Nothing imported yet — try a template with your own team names ### 4. Invite one - Ask for one email, not a team list - Show what the colleague will see ### 5. Checklist - Three to five items, each with a reason - Dismissible and never blocking --- ## Principles 1. Real data before configuration 2. Ask for information only when it unlocks something 3. Every screen has one clear next action 4. Progress is saved; leaving is safe 5. Sample content is labelled and removable ## Do / Don't **Do** - Offer import as the first path - Show the trial end date in the workspace header - Let people skip any step and return to it from the checklist **Don't** - Ask for card details before first value - Land people on an empty dashboard - Mix sample data with real data without labels ## Accessibility - Meets WCAG 2.2 AA; file upload is a native input with a visible label and drag-and-drop as an extra - Column-mapping table works with keyboard only; each select has a label naming the source column - Checklist progress is text (“2 of 4 done”) as well as a bar, and updates are announced - Focus moves to the main heading after each step; no step relies on hover Core minimums always apply: 4.5:1 text, 3:1 UI and focus, visible focus on every control, 44px touch targets, no meaning by colour alone, reduced motion respected. ## Content and voice - Short, literal sentences for second-language readers: “Upload your rota” not “Get your rota on board” - Explain why you're asking: “We use your opening hours to stop shifts being booked when you're closed” - Name the next action as a verb: “Share with a manager” ## AI interactions - Optional: map spreadsheet columns to fields automatically; the person sees the proposed mapping and confirms or corrects it before import - Optional: suggest a template from the stated purpose; never auto-create content without a click ## Edge cases - Spreadsheet has merged cells or several tabs — ask which tab and flatten with a preview - Person creates a second workspace by mistake — detect same email domain and offer to join the existing one - Trial ends mid-setup — keep the data read-only for 30 days and say so - Owner leaves before inviting anyone — remind once by email after 2 days, then stop --- ## Measures | Measure | Target | How | |---|---|---| | First-value rate | ≥ 60% in 24 h | Workspaces with one real item shared with one colleague | | Time to first value | < 15 min | Median, workspace created → first item shared | | Import success | ≥ 90% | Imports committed without error after preview | | Trial to paid | +15% | vs previous onboarding, cohort comparison | Research: Observed first sessions with small-business owners using their own spreadsheets; Funnel analysis of the setup checklist by step; Interviews with trial users who did not convert. --- When building this journey: follow the steps in order, compose each screen from core components and patterns only, keep the persona's access needs and the domain rules non-negotiable, and take every visual value from the active design skill. ## Using this journey in other outputs - **Deck or readout**: one slide for the persona (name, role, quote, goals, pains), one per step (goal, screen, the principle that matters most, its error state), then measures with targets. 16:9. - **Spec or document**: a section per step with goal, screen composition, copy, states and acceptance criteria; principles and accessibility rules as a checklist at the end. - **Look and feel**: this skill is brand-agnostic. If a design skill is named or installed (e.g. "in Mars"), take every colour, font and shape from it; otherwise use plain neutral styling and say which design skill would apply.