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💼 business
Customer Onboarding Flow Designer
Design comprehensive customer onboarding sequences that drive activation and retention
928 copies
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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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