Thoughts as I go through:
- Interface is quite busy. There is no clear call to action so I have to wade through the elements to see what I'm suppose to do first. (I highly recommend you play around with Wufoo's onboarding process to get an idea of a clearly defined path.)
- I like how you broke up the steps to the left, but it's not clear they are steps until I click NEXT. Conventionally, links to the left of a page are used for navigation. Placing numbers to the left and bring more attention to the current step to clarify that there is a flow here.
- I really appreciate the supporting material. (Video, articles...) The video would probably be very beneficial to introduce the step to the user and what they will do. Find a way to shorten the video to a 30 second overview and then offer a longer 3 minute version if the user is interested in hearing more. The 30 second clip might start when the screen first loads. (The auto load should probably be limited to new users only... saved users will have already seen this and will annoy them after some repetition.)
- Find a lecture hall with carpeted walls and re-record those videos (or invest in a clip mic). The echo is horrible in the video.... (still, major points for having the video in the first place).
- When you're segmenting customers, make the left area your "workspace" and the right area your committed data. Allow the suggested segments to be expanded. The first time the user does this in each step, give them tooltip explanations of each field and what it means in the big picture. Just a few lines are sufficient.
- A progress bar would probably help for long processes like this. I'm now noticing that the left side expands as additional steps are covered. So maybe the numbering scheme above might not work. But some combination between numbers actions and a progress bar should indicate to the user how far along the process they are. I currently feel like I'm falling down a rabbit hole so far...
- I should be able to reorder each (Customer Acquisition) Stage ever after they're added. Having to remove them after realizing it needs to be entered in order is forcing the user to do work twice.
This process is drawing out. Had you not specifically asked me to look through it, I probably would've given up a step or so back. I'm not sure what your on-boarding process is like, but the user should be prepared to invest 30-60 minutes if that's what it will take. (And PLEASE make sure you justify why it takes so long! Let the user decide if they want to make that investment with full knowledge of benefits and value they'll get.) I'm going to stop for now but I can continue on it later if you'd like. Hope these initial thoughts help a bit for now.