Personalized Onboarding by Persona

BabaBuilds ERP now supports persona-aware onboarding paths so your first actions match your business model.

Choose your persona

On first dashboard load, select one of:

• CA / Accountant
• Agency
• Freelancer
• Contractor

Each persona has dedicated onboarding steps and tailored recommendations.

Persona money-task outcomes

Every flow ends with a completed money task:

• CA: send GST-ready invoice + verify filing readiness.
• Agency: set up a monthly retainer + bill first retainer invoice.
• Freelancer: send proposal + convert to invoice + send first invoice.
• Contractor: create milestone proposal + send milestone invoice + log first expense.

Where to see progress

• Sidebar: Start Here checklist with progress and step tooltips.
• Dashboard first look: persona-tailored welcome copy and recommended actions.

Update persona later

If your operating model changes, you can re-run onboarding and select a different persona path.