Professional Documents
Culture Documents
Personalization
Mapping experiences into delightfully relevant
customer moments.
Rapid experimentation
Adapting UI to meet customer and business needs
based on data from scalable solutions.
Why are some obstacles in your What are your key implementation
current onboarding process? milestones?
Is there a project plan with content How many users touch onboarding?
for onboarding accounts? Do activities vary?
Ideally, what content should users What UI should accounts interact with
access throughout onboarding? throughout implementation? Is the
(E.g., learning courses.) process Linear, modular, or gated?
What tools do you use to track How many users touch onboarding?
steps per implementation today? Do activities vary?
What does the simplest onboarding What UI should accounts interact with
journey look like? (I.e., smallest throughout implementation? Is the
accounts, fastest time to value.) process linear, modular, or gated?
Human-Led Product-Led
Write a list of customer onboarding resources in the CONTENT TYPE column (e.g.,
intro deck). List the what, who, when, and how of the distribution process in the
DESCRIPTION column (e.g., Google slides sent via email by CS).
1 2
4
3
x
X marks the spot.
5
6
8
9
7
Customer overboard!
Six or more steps increase
the likelihood of drop-off.
12
10 11
List tasks within your CURRENT customer onboarding journey; identify FUTURE opportunities to transform tasks into
product-led experiences. “Kickoff” is an example of a stage; a “CS-led kickoff call” is a step.
STAGE
CURRENT FUTURE CURRENT FUTURE CURRENT FUTURE CURRENT FUTURE
TASK
View, save, or print this worksheet in landscape orientation.
Plan your product-led content. Think about your ideal customer onboarding experience:
What’s the UI of your dream dashboard? Cut out the following components and arrange
them on a separate piece of paper. Outline copy, images, or videos for each component.
The data gathered from in-product onboarding will inform every aspect of
each personalized user journey; your team’s ability to deliver thoughtful
future experiences and branded messaging will impact adoption and
retention—and, ultimately, the success of your company. This is why every
SaaS product marketer should care about product-led growth.
Feature Adoption
Announce new features inside your product with UI
elements like announcement bars.
Ongoing Learning
Bring learning materials inside your product with
curated dashboards.
Self-Serve Support
Add right-rail support components that update
based on segments and user flows.
• Rapid experimentation
• Delightful personalization
• Scalable automation
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