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USE CASESONBOARDING PERSONALIZATION

Company dataProduct

Make onboarding fit the company

Keep the signup form short, then add business context in the background. Use company size and industry to suggest useful templates, setup steps, or a path to onboarding assistance.

100 free credits / month. No card. No sales call.

Enriched data → your next action
Start withNew workspace → acme.example
EnrichLoops adds profile data
Industry
Software
Employees
240

Software + 200–500 employees → suggest a team setup checklist

Illustrative data and rules. Your workflow controls the action.

WHEN TO USE IT

B2B products with onboarding paths or templates that serve different company sizes and industries.

WHAT IT ENABLES

Suggest a relevant starting path without asking every user to complete a company survey.

How the workflow works

Accept signup, enrich the company asynchronously, then suggest an onboarding path your product already supports.

  1. 01

    Let the user start

    Create the account and show a useful default onboarding flow immediately.

  2. 02

    Add company context

    Extract the work email’s domain and request company enrichment from your backend.

  3. 03

    Suggest a path

    Use industry and size to recommend a template or checklist. Let the user choose a different path.

IMPLEMENTATION GUIDE

Use enrichment to suggest, not block

Start users in a default onboarding path before enrichment completes. When the completed company profile arrives, suggest an alternative only if it adds value. Industry and employee count describe the company, but they do not tell you the user’s immediate goal or the size of the team using your product.

Keep the user in control

Map a small set of firmographic segments to templates your product already offers. Explain why a recommendation might be useful and allow users to change it. If the email comes from a personal provider or there is insufficient company data, keep the general path and ask a targeted question when it helps.

Measure activation in your product

Store the chosen path separately from the enriched company segment. Use your product analytics to compare setup completion and activation across paths. Do not repeatedly change a workspace’s onboarding as data refreshes. EnrichLoops provides context; your product owns recommendations and the onboarding interface.

Connect the workflow

Use the API overview for request and task handling, or the Loop guide for webhook delivery.

Company enrichmentAdd company context from a domain or LinkedIn company URL.

Common questions

Can company data identify a user’s onboarding goal?

Company data can support a recommendation, but it does not establish the user’s goal. Offer a useful default and let the user choose or change the suggested path.

What happens before the profile is ready?

Show your default onboarding immediately. Enrichment runs asynchronously and your app can use the completed result when it arrives.

Put this workflow to work

Start with 100 free credits every month. Test with your own data.

Get your free API key