11/9/2023 0 Comments It onboarding checklist![]() For product teams, you could ask them to create a communication channel before integrating it with PX tools, to experience the value of group chat communication across product development and design teams. For your marketing manager ICP, you might ask them to integrate your software with product experience (PX) insights tools like Hotjar, to show them the benefit of instant incoming feedback shared across teams.ģ. To cater to your HR manager ICP, you might get them to share the tool across teams before sending their first message-to get the immediate value of simplified internal communication.Ģ. Here are some user onboarding examples for various ICPs:ġ. ![]() ![]() Understanding the way users move through onboarding is an integral part of crafting a logical progression for your user onboarding process and checklist-especially because different users might have different flows based on their individual goals and jobs to be done.įor example, your SaaS product for workplace communication might create a different user onboarding checklist based on specific business roles. Hotjar’s user persona survey gives you important insights into what you need to include on your user onboarding checklist. Use this to inform your ICP and stay on top of shifting user needs-so you can create a streamlined, relevant user onboarding checklist. Refer to your ideal customer profile (ICP) or the specific characteristics that make up your ideal user persona to determine how they learn, what they respond to, and what items to include on your checklistĪsk for user feedback: place unobtrusive customer feedback widgets throughout your onboarding process to get access to user sentiments, frustrations, or experiences while they’re still freshĪdminister user persona surveys to find out the main needs of your target user, and why they use your product or service. How to get to know your users to create a user-centric onboarding checklist: Gaining insight into your users’ technical knowledge, roles, and how they onboard lets you design an intuitive checklist that helps them reach their goals. Use the tips and user onboarding best practices below to inspire you as you build your user onboarding checklist, so you can boost customer success and engagement within your product: 1. Kompassify’s onboarding process utilizes a checklist, progress bar, and action-based language for customer-centric onboarding.
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