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💼 business
Customer Onboarding Flow Designer
Design comprehensive customer onboarding sequences that drive activation and retention
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By Future Vista AcademyBest 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
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