Amanda Natividad
VP of Marketing, SparkToro
Phase 1: I'll audit your current onboarding experience.
The Onboarding Growth Sprint kicks off with a 90-minute onboarding audit session with 3 to 6 of your team members. Together, we'll review:
- What success looks like for your customers.
- The onboarding metrics that you currently track.
- The bottlenecks and unnecessary friction in your onboarding.
I'll also review any other info you may have, including sales and onboarding call recordings and user session data.
Phase 2: I'll build for you a habit-forming onboarding experience.
After the audit, I'll create a bespoke customer onboarding strategy for your product, which could include:
- In-product guides, including checklists, empty states, etc.
- Onboarding communication and email messaging guidelines.
- (If it applies) human-touch strategy from the sales and CS teams.
Every product is different, so I'll fine-tune the onboarding strategy specifically for your business.
Phase 3: I'll deliver the new onboarding experience to your team.
After two to three weeks, I'll host a 75-minute consulting session with your team to review the onboarding strategy. I'll deliver:
- A map of your new customer onboarding flow.
- Messaging guidelines for emails and sales/CS outreach.
- In-product onboarding wireframes with ready-to-use copy.
I'll give you everything your team needs to build an onboarding process that delights and keeps your customers coming back.
- 90-minute onboarding audit workshop
- 75-minute consulting session with Ramli John
- A map of your new customer onboarding flow tailored for your product.
- Wireframes with ready-to-use copy for your in-product onboarding experience.
- Messaging guidelines for onboarding emails and (if it applies) sales/CS outreach.
