Clay's Guided Modal

1. Checklist to reduce friction

Clay uses the checklist component to help new users perform key actions to get the most out of their experience. Rather than overwhelming new users with an open-ended experience, this structure provides clear guidance on what to do next.

2. Progress tracking to increase completion

The progress bar component at the top visually indicates how far users have come and what’s left to complete. This subtle cue taps into behavioral psychology—people are more likely to finish a task once they’ve started, making users feel invested in completing their setup.

3. Immediate feedback through task completion

When the user finishes a task, completed actions are crossed off the list, reinforcing progress and encouraging users to move forward. This makes the onboarding process feel more rewarding rather than a mandatory setup.

4. Flexible, low-friction onboarding

The checklist does not force users through a rigid flow. they can complete actions in their own order, providing a sense of control while still guiding them toward activation.

5. Non-intrusive but accessible

The modal remains present without obstructing the main workspace. This allows users to engage with the onboarding flow while still interacting with the product.

6. Subtle, smart nudges that drive activation

Key JTBD tasks like “connect your crm” or “add an enrichment” are framed in a way that nudges users toward integrating them with their existing workflows to deliver additional value (without feeling like its forced).