DV DiviVault All sections
Get set up

Onboarding Steps

Twenty get-started flows and setup checklists.

50 unique variations · responsive · production-ready markup
01Northwind Books — bookkeeping for freelancerschecklist + progress bar
Account setup

You're 60% of the way there

Finish these steps to start sending invoices.

3/5
  • Create your workspaceNamed & ready
  • Connect a bank accountChase ••4021 linked
  • Add your business logoUploaded
  • Set your tax rateTakes about a minute
  • Send a test invoiceSee how it looks
02Lumen Health — virtual primary careget-started 3 steps
Get started

Care in three simple steps

From sign-up to your first visit in under ten minutes.

1

Create your profile

Tell us your history so providers come prepared.

2

Pick a provider

Browse licensed clinicians available in your state.

3

Start your visit

Video, chat, or phone — whatever feels right.

03Forge CI — deploy pipelines for teamssetup wizard
Setup wizard
  1. 1 Connect repo
  2. 2 Choose runtime
  3. 3 Configure build
  4. 4 First deploy

Configure your build

We detected a Node.js project. Confirm the commands below.

04Pantry Club — meal-kit deliverynumbered step cards
How it works

Dinner sorted in four moves

01

Build your box

Pick from 30 chef recipes that refresh weekly.

02

Set a schedule

Choose delivery days that fit your week.

03

We pack & ship

Pre-portioned, chilled, and at your door.

04

Cook in 30 min

Follow step cards. No waste, no guessing.

05Beacon Pay — international payoutshorizontal "in 4 steps"
Onboarding

Send your first payout in 4 steps

1

Verify business

Upload docs once.

2

Add recipients

CSV or API.

3

Fund balance

Wire or ACH.

4

Send payouts

135+ countries.

06Atlas Realty — home-buying platformvertical steps + icons
Your path home

From browsing to keys in hand

  • Get pre-approved

    Soft-pull check with no impact to your credit score.

  • Tour homes

    Book self-guided tours that fit around your schedule.

  • Make an offer

    Our agents draft and submit paperwork in hours.

  • Close & move in

    e-Sign closing docs and pick up your keys.

07Cohort — cohort-based course platformtabbed steps
Instructor setup

Launch your first cohort

1 · Plan 2 · Build 3 · Invite 4 · Launch

Plan your curriculum

Outline weekly modules, set live-session times, and define the outcomes learners walk away with. Our templates get you started fast.

  • Drag-and-drop week builder
  • Auto-scheduled calendar invites
Week 1 — Foundations
Week 2 — Frameworks
Week 3 — Practice lab
+ Add module
08Tideline Analytics — product metricsstep + screenshot
Step 2 of 3

Install the tracking snippet

Paste one line of code before the closing body tag. We'll confirm events the moment they arrive.

1 · Create project 2 · Install snippet 3 · Verify events
<script src="cdn.tideline.io/t.js">   Tideline.init("prj_8a21f4"); </script>
Listening for events…
09Quill — writing & editing studiominimal numbered list
Working together

How a project starts

  1. 01

    Share your brief

    Tell us the goal, audience, and tone in a short form.

  2. 02

    Meet your editor

    A dedicated writer is matched within one business day.

  3. 03

    Review the draft

    Comment inline; we revise until it sings.

  4. 04

    Publish anywhere

    Export to Markdown, Docs, or your CMS.

10Volt Fitness — strength coaching appsteps + time estimates
First-week setup

Get coached in ~8 minutes

A

Take the movement quiz

Tells us your level and goals.

2 min
B

Sync your wearable

Apple Watch, Garmin, or Whoop.

1 min
C

Generate your plan

Personalized 4-week block.

3 min
D

Log your first lift

We auto-adjust from here.

2 min
11Nimbus — edge serverless runtimedark numbered steps
Quickstart

Ship to the edge in three commands

From zero to a global deployment without leaving your terminal.

01

Install the CLI

npm i -g nimbus
02

Link your project

nimbus link
03

Deploy worldwide

nimbus deploy
12Cargolane — freight forwardingvertical timeline connector
Onboarding shipper

Book your first shipment

Verify your account

EIN and business address confirmed.

2

Add origin & destination

Pickup and drop-off warehouses.

3

Compare carrier quotes

Live rates across 40+ carriers.

4

Track in real time

Geo-fenced milestones to delivery.

13Sprout Lending — small-business loanssplit intro + steps
Apply in minutes

Funding that fits how you actually work

No collateral. No 60-page forms. A decision in one day.

1

Connect your accounting

QuickBooks or Xero — read-only.

2

Pick an amount

$5k to $250k, transparent terms.

3

Get your offer

Reviewed by a real underwriter.

4

Funds in your bank

Often the next business day.

14Helm CRM — sales pipeline softwarechecklist cards grid
Setup checklist

Make Helm yours

2 of 6 done
Import contacts1,204 imported
Connect your inboxGmail synced
Build a pipelineStages & deals
Invite teammatesUp to 5 free seats
Set up automationsFollow-up reminders
Add your first dealWatch it move
15Roam — corporate travel bookinghorizontal arrow steps
For travel managers

Roll out Roam to your team

1

Set travel policy

Budgets, classes, approvals.

2

Invite travelers

SSO or bulk CSV upload.

3

Book & track

One dashboard, full spend.

16Verdant — solar installationexpanded active step
From quote to power

Going solar, step by step

Free roof assessment

Completed
2

Custom system design

In progress

Our engineers model your roof, shading, and usage to size the right array. You'll get a 3D layout and a 25-year savings estimate to approve.

3

Permits & installation

Up next
4

Activation day

Final
17Sentry Shield — endpoint securitydark + progress ring
Deployment

Secure your fleet

Three steps stand between you and full coverage.

33%configured
  • Deploy the agent14 devices reporting
  • 2
    Set security policyChoose a baseline template
  • 3
    Enable auto-remediationQuarantine on detection
18Mosaic — design handoff toolstepper bar
1Connect file
2Pick frames
3Set tokens
4Share link

Map your design tokens

Match colors and type styles to your code variables so developers copy exact values, not screenshots.

--brand-600 --accent-sky --ink-900 --surface-100
19Givewell Co — donor fundraisingcentered big numbers
Start a campaign

Launch fundraising in three steps

Built for nonprofits and grassroots organizers alike.

1

Tell your story

Add a goal, photos, and the impact each gift makes.

2

Share the link

Email, socials, and embeddable donate buttons.

3

Thank donors

Automated receipts and updates keep them close.

20Brewline — coffee subscriptionfull-bleed banner
Fresh in 3 steps

Great coffee on autopilot

1

Take the taste quiz

Tell us how you brew and what you love.

2

We roast to order

Beans roasted the day they ship.

3

Sip & adjust

Skip, swap, or pause anytime.

21Ledgerline — small-business accountingchecklist with progress bar
Account setup

Finish setting up Ledgerline

3 of 5 steps complete — you're almost ready to send invoices.

60% complete2 steps left
  • Create your workspaceCompany name, currency, fiscal year
  • Connect a bank accountLinked to Mercantile Trust ••4021
  • Import last year's transactions1,284 records categorized
  • 4
    Invite your accountantGive read-only access to your books
  • 5
    Send your first invoicePick a template and bill a client
22Cadenza — podcast hosting3-step get-started
Get started

Launch your show in three steps

Most creators publish their first episode within an hour of signing up.

Step 1

Set up your channel

Add a title, cover art, and category. We auto-generate your RSS feed.

Step 2

Upload an episode

Drag in your audio. We level the loudness and transcribe automatically.

Step 3

Distribute everywhere

One click pushes your feed to Apple, Spotify, and a dozen apps.

23Northwind Freight — logistics SaaSwizard look
Step 3 of 5

Tell us about your fleet

This helps us size routing capacity and fuel reports.

24Sproutly — plant-care appnumbered cards

Grow your first plant in four moves

01

Scan your plant

Point your camera at the leaves and we'll identify the species instantly.

02

Set your light

Tell us how much sun the spot gets so we can tune the watering plan.

03

Get reminders

We'll ping you the day before each watering, mist, and feed.

04

Watch it thrive

Log growth photos and track your plant's health over the seasons.

25Vaultkey — password managerin-4-steps horizontal connector
Onboarding

Secure your team in four steps

1

Create vault

Set a master key only you know.

2

Import logins

Pull from your browser in seconds.

3

Invite team

Share access by role, not password.

4

Enable 2FA

Lock the vault with a hardware key.

26Mosaic Health — telemedicinevertical with icons
New patient

Your first visit, start to finish

  • Create your profile

    Add insurance and a short medical history. Encrypted end to end.

  • Pick an appointment

    Choose a clinician and a time that fits — same-day slots included.

  • Join the video call

    Connect from any device. No app download required.

  • Pick up your prescription

    Scripts are sent straight to your pharmacy of choice.

27Forge CI — developer build platformtabbed by stack

Set up Forge for your stack

Node.jsPythonGoRust
  1. 1
    Install the CLInpm i -g @forge/cli
  2. 2
    Link your repoforge init && forge link
  3. 3
    Run your first buildforge build --watch

Builds run on cached containers — the first one finishes in under 40s.

28Pennant — team analyticswith screenshot preview
Quick start

From signup to first dashboard

  1. 1Connect a data source — Postgres, Stripe, or a CSV.
  2. 2Pick a starter template and map your fields.
  3. 3Share a live dashboard link with your team.
$48.2kMRR
1,204Active
4.8%Churn
29Atlas Move — relocation conciergewith time estimates

Plan your move in a single afternoon

Each step shows how long it usually takes.

1~5 min

Tell us your route

Origin, destination, and your ideal move date.

2~10 min

Inventory your home

Snap photos room by room for an instant quote.

3~3 min

Book your crew

Pick a vetted team and lock in your price.

4~2 min

Track moving day

Live updates from pickup to drop-off.

30Tideline — restaurant POSdark checklist with progress
Restaurant setup

Get Tideline ready for service

75%
Add your menu54 items across 6 categories
Connect a card readerTideline Terminal paired
Set your floor plan18 tables mapped
Invite your staffAdd servers and assign roles
31Lumen Payroll — payroll & HR for SMBschecklist with progress bar

Account setup

Finish setting up Lumen Payroll

60% complete
  • Create your company profileLegal name, EIN and pay schedule added
  • Connect your business bankVerified with First National
  • Add your first employees8 of 8 invited
  • 4
    Set up tax filingConfirm state withholding to run payroll
  • 5
    Run your first payrollEstimated 6 minutes
32Northwind Freight — logistics & tracking3-step get-started

Get shipping

Live tracking in three steps

From first label to real-time visibility — most teams are up and running before lunch.

1

Connect carriers

Link FedEx, UPS, DHL and 40+ regional carriers with read-only API keys.

2

Import shipments

Sync from your WMS or upload a CSV. We de-dupe and normalize every record.

3

Share a dashboard

Invite ops and give customers a branded tracking page in one click.

33Vanta Brew — coffee subscriptionwizard look

Step 3 of 4

How often should we ship?

You can pause or skip any delivery from your dashboard.

34Helio Solar — home solar installsnumbered cards

Your path to power

Going solar with Helio

01

Free roof assessment

Share your address and we model sun exposure from satellite data — no visit needed.

02

Custom design

An engineer sizes your array and projects 25-year savings down to the dollar.

03

Permits & install

We handle every permit and finish most installs in a single day.

04

Switch on

Activate, monitor production in the app, and start banking credits.

35Pulse Analytics — product analyticsin-4-steps horizontal

Insights in four steps

1

Install SDK

One snippet, every platform

2

Define events

Track signups & clicks

3

Build funnels

Drag, drop, segment

4

Share insights

Auto-reports to Slack

36Atlas Health — telemedicinevertical with icons

First visit

See a clinician today

  • Create your profile

    Add medications, allergies and a photo ID. Takes about 2 minutes.

  • Describe your symptoms

    Answer a short intake so your clinician arrives prepared.

  • Join the video visit

    Connect by phone or video — average wait is under 10 minutes.

  • Get your plan

    Prescriptions sent to your pharmacy and notes saved to your record.

37Forge CI — developer pipelinesconnector line (dark)

Onboarding

Your first green build

Connect your repo

OAuth into GitHub, GitLab or Bitbucket.

Detect your stack

We auto-generate a pipeline from your lockfiles.

3
Add a secret

Store deploy keys in the encrypted vault.

4
Push to main

Watch tests, build and deploy run live.

38Meridian Bank — business checkingtabbed

Open your account

Step 1

Verify your identity

Federal regulations require a few details to open a business account. Everything is encrypted and never shared.

  • Government ID upload
  • EIN or SSN confirmation
  • Beneficial owner details
Legal business name
Meridian Coffee Co.
EIN
88-•••••42
State of formation
California
256-bit encrypted
39Canvasly — design collaborationwith screenshot

Welcome aboard

Ship your first board

  1. Invite your teamAdd up to 5 seats free, no card needed.
  2. Pick a templateStart from flowcharts, wireframes or sprint boards.
  3. Drop in your workPaste Figma frames or upload assets in seconds.
Q3 Launch Board
Hero copy
Pricing v2
Onboarding
JL
40Sprout Tax — self-serve tax filingtime estimates

File in under an hour

Four steps to your refund

~42 min total
15 min

Import last year

Upload a PDF and we pre-fill your details automatically.

212 min

Add income

Snap W-2s and 1099s — figures are read and verified for you.

315 min

Find deductions

Answer plain-English questions to maximize every credit.

410 min

Review & e-file

A final accuracy check, then submit straight to the IRS.

41LedgerLane — small-business accountingchecklist with progress bar

Account setup

You're 60% of the way to your first report

3 of 5 complete · about 4 min left

  • Create your company profileName, currency & fiscal year set
  • Connect a bank account2 accounts syncing
  • Import your chart of accounts84 accounts imported
  • 4
    Categorize 12 transactionsWe'll learn your rules as you goStart categorizing
  • 5
    Invite your accountantOptional — share read-only access
42Cargowise Routes — freight dispatch3-step get-started

Get rolling

Dispatch your first load in three steps

Step 1

Add your fleet

Bulk-upload trucks and drivers from a CSV or your TMS.

Step 2

Set your lanes

Pin home base, preferred regions and deadhead limits.

Step 3

Tender a load

Match a driver and send the rate confirmation in one tap.

Create first dispatch
43Northsail Bank — business bankingwizard look

Open a business account

  1. 1 Business details
  2. 2 Ownership
  3. 3 Verify identity
  4. 4 Fund account

Progress saved automatically

Step 3 of 4

Verify your identity

We're required to confirm the primary owner before opening the account.

Driver's license · uploaded
Back Continue
44Pixelforge — design handoff toolnumbered cards

Onboarding

From file to first review

Four guided moves and your team is shipping pixel-perfect specs.

01

Connect your design file

Link Figma or Sketch — layers sync in seconds.

02

Map your tokens

We detect colors and type, you confirm the names.

03

Invite engineers

They get live measurements and copy-ready code.

04

Open a review

Comment on frames and resolve threads inline.

45Greenrow Energy — home solarin-4-steps horizontal

How it works

Go solar in four steps

1

Share your roof

Drop your address for a satellite design.

→
2

Get your quote

See savings and financing side by side.

→
3

Book install

Pick a date with a certified local crew.

→
4

Switch on

We handle permits and grid hookup.

46Verra Health — patient intakevertical with icons

Before your visit

Three things to finish your intake

  • Confirm your profile

    Check your name, date of birth and contact details.

  • Add your insurance

    Snap a photo of the front and back of your card.

  • Sign the consent forms

    Three documents, e-signed in under a minute.

47Helmsman DevOps — CI/CD platformconnector line

Quickstart

From repo to production pipeline

1

Install the CLI

brew install helmsman
2

Link a repository

Authorize GitHub and pick a project.

3

Detect a pipeline

We scaffold build & test stages automatically.

4

Deploy a preview

Every commit gets a live URL to review.

48Cohort LMS — online course platformtabbed

Launch your school

Set up the way that fits your role

Instructors Admins Teaching assistants
  1. Outline your courseAdd modules and lessons with our template.
  2. Upload your first lessonVideo, slides or a written guide — all supported.
  3. Set a release scheduleDrip content weekly or open it all at once.
  4. Publish to your cohortSend invites and watch enrollments roll in.
49Stockpilot — inventory opswith screenshot

Get started

Your warehouse, live in 15 minutes

  1. Import your SKUsSpreadsheet in, catalog out.
  2. Set reorder pointsWe flag low stock before it bites.
  3. Scan to receiveAny phone becomes a barcode scanner.
Start free setup
Low stock alerts3 items
Oak desk leg · A-126 left
Brass hinge · C-0411 left
Felt pad · D-2182 left
On hand4,218
Reorders due3
50Brightlease — property managementtime estimates

Onboard your portfolio

Four steps, about 25 minutes total

1

Add your properties

Address, units and photos.

8 min
2

Import your tenants

Names, leases and rent amounts.

6 min
3

Connect a payout account

Where collected rent lands.

5 min
4

Turn on online rent

Tenants get a payment link by email.

6 min