Figma Presentation

Hey Webflow peeps, thanks for the time!

For the most part, our clients aren’t existing Webflow users. Mistakes are common when choosing the right plans & crediting our work (partner codes).

Currently we walk them through account creation, adding a dev, billing, etc.
My suggestions aim to remove friction to the process and let them dive directly into their new site while keeping their experience "on rails".

Set up a client workspace

• From Webflow site transfer menu:

• Fill out a form doing the first steps for clients:

• Client Email

• Email contains additional instructions / info

• Custom instructions field (like telling them what plan)

• Select site to transfer (locks website after confirmation)

• Checkbox to add you as a Freelancer Guest

Email

• Link to create a Webflow account

• Additional fun to have:

• Link to getting started / clients guide to Webflow

• Link to “How to add hosting” help article

On Account Creation

• Auto add partner code

• Transfer website on account creation