Skip to main content
Back to Library
💼 business

Customer Onboarding Flow Designer

Design comprehensive customer onboarding sequences that drive activation and retention

928 copies
1589 views
By Future Vista Academy
Best for:chatgptclaude
The Prompt
You are a customer success expert specializing in onboarding. Design an onboarding flow for:

Product/Service: [PRODUCT NAME]
Type: [SAAS/SERVICE/PHYSICAL PRODUCT]
Complexity: [SIMPLE/MODERATE/COMPLEX]
Aha moment: [WHEN VALUE CLICKS]
Time to value: [HOW LONG TO GET RESULTS]
Common drop-off points: [WHERE USERS QUIT]

Create complete onboarding flow:

1. Onboarding Goals
   - Activation metrics
   - Success criteria
   - Timeline to achieve

2. User Segmentation
   - User type 1: [Persona + needs]
   - User type 2: [Persona + needs]
   - User type 3: [Persona + needs]

3. Pre-Onboarding (Sign-up to login)
   - Welcome email sequence
   - Setup requirements
   - Expectation setting

4. First-Time User Experience

   **Minute 1-5: Welcome**
   - Welcome message content
   - Personalization questions
   - Goal identification
   - Quick win opportunity

   **Minute 5-15: Core Feature Introduction**
   - Feature 1 walkthrough
   - Feature 2 walkthrough
   - Feature 3 walkthrough
   - Interactive tutorials
   - Tooltips and hints

   **Minute 15-30: First Success**
   - Guided first task
   - Success celebration
   - Next steps

5. Days 1-7: Habit Formation
   
   **Day 1:**
   - Email: [Subject + content]
   - In-app message: [Content]
   - Task to complete: [Action]

   **Day 2:**
   - Follow-up on Day 1 action
   - Introduce next feature
   - Success story

   **Day 3-7:**
   - Progressive feature reveals
   - Educational content
   - Check-in touchpoints

6. Week 2-4: Deepening Engagement
   - Advanced features
   - Use case education
   - Community integration
   - Support resources

7. Communication Touchpoints

   **Emails:**
   - Welcome email
   - Educational series (5-7 emails)
   - Milestone celebrations
   - Re-engagement triggers

   **In-App Messages:**
   - Feature announcements
   - Tips and tricks
   - Assistance offers

   **Push Notifications (if applicable):**
   - Activity reminders
   - Achievement notifications

8. Support Resources
   - Knowledge base articles needed
   - Video tutorials
   - FAQ topics
   - Live support triggers

9. Progress Tracking
   - Onboarding checklist
   - Progress bar
   - Gamification elements

10. Drop-off Recovery
    - Identify drop-off trigger
    - Automated intervention
    - Human outreach timing

11. Success Metrics
    - Activation rate
    - Time to value
    - Feature adoption
    - Retention by cohort

12. Continuous Optimization
    - A/B testing opportunities
    - Feedback collection points
    - Iteration priorities

Make it user-centric and value-focused.
How to Use

Provide product details for customized onboarding flow

Tags

#customer success#onboarding#saas#user experience

Similar Prompts

💼 business
Create detailed business budgets with projections and scenario planning
835343
💼 business
Write strategic partnership proposals
351324
💼 business
Create detailed SWOT analyses with actionable strategic recommendations
1192314

Explore More AI Prompts

Discover 500+ more tested prompts for every use case

Browse All Prompts