ONB-011 First Action Screen

Start with the first action that creates forward motion.

The first-action screen now responds to the saved onboarding session instead of always showing the same static checklist.

First action is provisional

The current checklist is based on partial onboarding data. Continue from the next required step if you want a tighter recommendation before completion.

Focus on one clean momentum sequence

Finalize the first-offer message

Write a concise promise for the no niches selected yet lane so the first client conversation stays concrete.

Prepare the intake checklist

Define the documents, follow-up questions, and boundaries needed so the first lead does not turn into a custom workflow.

Align the first action with the recommended path

Use the dashboard and Road to 10K flow to support the "Launch with a narrow first-offer starter lane" direction.

Go to next required step

Setup is still incomplete, so this action will take you back to the next missing requirement.