#onboarding

Design a 7-day user onboarding email drip campaign. Email 1: Welcome + Quick Win (Day 0). Email 2: Feature highlight with video tutorial (Day 1). Email 3: Use case story from similar customer (Day 3). Email 4: Tips and tricks for power users (Day 5). Email 5: Invitation to community/webinar (Day 7). Each email should have a single clear CTA, personalized greeting, and mobile-optimized formatting. Include A/B test variations for subject lines.

Design comprehensive onboarding experience. Program: 1. Pre-boarding checklist (equipment, accounts, paperwork). 2. Day 1 welcome package and orientation schedule. 3. 30-day plan: role training, team introductions, tool setup. 4. 60-day plan: project assignments, skill development, feedback sessions. 5. 90-day plan: performance review, goal setting, culture integration. 6. Buddy system pairing and mentorship. 7. Learning resources and documentation library. 8. Regular check-ins and satisfaction surveys. Include manager guides and success metrics.

Design a 5-email onboarding sequence. Email 1: Welcome and first steps. Email 2: Key features tutorial. Email 3: Best practices and tips. Email 4: Success stories and use cases. Email 5: Check-in and support resources. Each should: 1. Have clear CTA. 2. Provide immediate value. 3. Build on previous email. 4. Include help resources. 5. Be mobile-optimized. 6. Have personal tone. Set new users up for success.

Design effective user onboarding to drive activation and retention. Onboarding success metrics: 1. Time-to-first-value (TTFV): how quickly users achieve core benefit. 2. Activation rate: percentage reaching 'aha moment'. 3. Day 1, 7, 30 retention: usage stickiness over time. Onboarding flow design: 1. Progressive disclosure: show features gradually, not all at once. 2. Interactive tutorials: hands-on vs. passive video watching. 3. Personalization: tailor experience to user role/use case. 4. Empty states: helpful content when users haven't added data yet. 5. Success celebrations: acknowledge user achievements. Optimization process: 1. Map current flow and identify drop-off points. 2. User testing: watch people go through onboarding. 3. A/B testing: test different approaches (tooltip vs. modal vs. guided tour). 4. Iterative improvements: make small changes, measure impact. Tools: Appcues, Pendo, WalkMe for guided experiences.

Ramp new sales reps systematically. Days 1-30 (Learning): 1. Product training (features, use cases, demos). 2. Shadow 10 sales calls. 3. Listen to 20 recorded calls (wins and losses). 4. Study buyer personas and ICP. 5. Memorize pitch and objection handling. 6. Practice demos with peers. 7. Make 50 practice cold calls. Days 31-60 (Doing): 1. Own inbound leads. 2. Conduct 20 discovery calls. 3. Deliver 10 demos. 4. Close first deal (small account). 5. Build pipeline worth 3x quota. Days 61-90 (Owning): 1. Hit 50% of quota. 2. Cold outreach to targets. 3. Manage full sales cycle. 4. Forecast accurately. Assign mentor for entire period. Weekly check-ins with manager.

Design effective onboarding. Program: 1. Pre-boarding (before day 1). 2. Day 1 welcome and setup. 3. Week 1 (company culture, meet team). 4. Month 1 (role training, quick wins). 5. 90-day plan with checkpoints. 6. Buddy system for support. 7. Feedback loops. 8. Documentation and resources. Use onboarding software. Create checklist. Measure time-to-productivity. Great onboarding improves retention.