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Jonathan haber
We want you to get the most out of IX Coach from the very start. A unified onboarding experience is designed to help you quickly understand and navigate key features—like choosing your preferred coach, setting your vision and goals, and easily configuring your setup—so you can begin your coaching journey with confidence and clarity.
What We’re Designing
This onboarding experience will guide you through a series of simple, interactive steps that naturally introduce you to IX Coach’s core functions:
Coach Selection Made Simple:
Right after your first login, a friendly prompt will invite you to explore different coach personalities.
You will be provided the difference between the default mode and the custom coaches, and if you want, a link to the explore page where you’ll see a clear overview of the available options, with a brief explanation of how each one can align with your unique needs. This way, you can choose a coach that resonates with you from the very beginning.
Capturing your Vision and Goals:
The next step will clarify that your vision for your life can be extracted from conversations about anything so you wont need to clarify your vision to get the most out of it, but it will also provide a an opportunity to write about your vision in the system or upload a google doc about your vision, and if you do, it will upload into your coaches memory.
Phase 1 - write about your vision
Phase 2 - upload a doc
Clear Introduction to Goals and Vision Sections:
As part of the onboarding, you will receive concise explanations for the Goals and Vision sections.
A short message or tooltip will clarify that the Goals section is for tracking actionable, short-term objectives, while the Vision section is meant to capture your long-term aspirations. You’ll learn that these areas can be updated manually or enriched with insights from your sessions.
Smooth, Guided Setup:
To make getting started effortless, the onboarding will include a few initial prompts that naturally guide you through the setup process.
This conversation-style introduction is designed to help you understand the essential configurations and discover key features without needing to search for them.
How It Supports You
This unified onboarding is designed with your journey in mind. It aims to provide a clear, step-by-step introduction that aligns with how you want to engage with IX Coach—whether that’s exploring various coaching styles, capturing your aspirations, or simply setting up your account with ease.
By offering helpful guidance and contextual insights, this experience is intended to empower you to make the most of your coaching sessions from day one.
If this approach would enhance your experience with IX Coach, please vote to bring this unified onboarding experience into development.
All of this is in planning stage, so please Any feedback or comments or preferences on this, please add them here!