Improved
Onboarding
Onboarding improvements and fixes
• Smoothed Dataro’s onboarding flow with a set of targeted fixes and UX improvements. • Improved key steps like inviting teammates, accessing ProspectAI, switching client accounts, and progressing through setup. • Resolved small friction points (Continue button behavior, currency label, donor threshold logic) to reduce interruptions. • Result: orgs should complete setup faster and with fewer blockers.

