Build an Onboarding Engine for Product and Customer Success

Onboarding isn’t simple. It requires planning and testing to generate the most value. Effective onboarding can help new users quickly become proficient in an application, perceive value more quickly, and lead to higher levels of satisfaction.

Onboarding is about building an experience around users which becomes an extension of your product, not a clumsy add-on. In this whitepaper you will learn:

  • Essential questions to ask before beginning any on boarding project
  • How to structure an on boarding process with a sample framework
  • How to tailor the experience for user cohorts
  • Common ways to structure a user learning path

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