Professional Documents
Culture Documents
Basic Concepts & Frameworks (Academic - Review of Literature On The Topic)
Basic Concepts & Frameworks (Academic - Review of Literature On The Topic)
Now, there are many different ways to implement onboarding for a product. Different
approaches will work better for some companies than others. We will discuss various options
below but remember that there is no one perfect way to do this. The best onboarding is
flexible and iterative.
However, there are several exercises you can go through that will help you gain a better
understanding of how to guide new customers to success. Below is the basic concept &
framework of the onboarding process and tools and its role in modern hiring in companies.
1) Define your levels of engagement - The first thing companies to do is measure what
an engaged user will look like. What does their ideal customer look like and what are
the kinds of activities they will do with their product?
The purpose here is create a tool that allows you to gauge how integrated your
product is into someone’s business. Think of it in this sense: how hard would it be for
someone to switch from your service to a competitor? The harder it is to switch would
indicate a higher level of engagement with your product.
The tool for measuring how engaged people are with their service are:
list out the possible activities a user can perform with your product
group those activities into tiers (the number of tiers doesn’t really matter, but I keep it
simple and stick to three)
each tier is a level of user engagement
2) Identify your Wow moment - Wow! is the moment in a free trial where your buyer
suddenly sees the benefit, they get from using your product, and says to themselves
“Wow! This is great”. Once you have an idea of what an ideal user journey would
look like for a highly engaged customer who is getting as much value from your
product as possible, you want to identify the Wow moment. If you're familiar at all
with onboarding, you may have heard of this term. There are a few other terms that
get at the same idea (golden motion, day zero, MVE (minimum viable effort), TTFV
(time to first value). They are all focused on one thing: what is the quickest path to
your customer’s success.
3) Map out a list of touchpoints to get them there - Once you have identified your
Wow moment and what you believe are the steps required for someone to experience
that moment, you can start to create your onboarding materials. This is where there
can be a wide variety in onboarding experiences. The type of content, the medium
used, and the timing of messages can vary greatly from one product to the next. And
that’s how it should be: different products have different audiences and different
needs.
The basic concept of Onboarding process and Tools and its role in modern hiring in
Indian and global companies are as follows:
Preboarding - A job doesn’t start on the first day at the office. It starts the
exact moment the offer is sent and accepted. And this is exactly when
onboarding should begin. This isn’t an entirely new concept, but it’s just
recently gained some attention. The reason? We’re moving to an era when
employees aren’t the only ones competing with each other for a job position.
Now, companies are the ones competing for the right caliber of talent.
Preboarding is also the time to get paperwork out of the way. Companies
shouldn’t leave HR orientation and company presentations for the first day in
the office. There are two benefits to including this type of admin work on this
stage. First, new hires get to know more about their new company before they
even start. Second, they reserve the first day for activities that help foster
better relationships.