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7 Tips to Create the Perfect Product Onboarding Checklist

onboarding checklist

Product onboarding or user onboarding can feel like a daunting task, but it doesn’t need to be. Making a user onboarding checklist is easier said than done. Ultimately, you want your customers to understand your product, and to see the value in it. Customer onboarding can ensure both of these goals are reached. Here are seven tips to create the perfect product onboarding checklist.

With the right checklist and tools, you can achieve an exceptional and memorable onboarding experience that attracts loyal customers.

Check out our top tips to create the perfect product onboarding checklist.

what is product onboarding?
Product or user onboarding showcases the benefit of using your product.

What is product onboarding?

First things first: what is product onboarding?

Product or user onboarding is a process that shows users the benefit of using your product. It’s meant to be an intuitive and seamless system with step-by-step tutorials, guidance, and milestones throughout. It’s one of the first touchpoints a user has with a product, which is exactly why a great onboarding experience is imperative to your success.

We’ve all experienced an app, a website, an online form, or an onboarding system that was difficult to navigate, or overly complicated. Chances are you probably did what most people would do in that situation – you exited it and never returned. This is exactly where a lot of companies lose potential clients.

6 tips for the perfect product onboarding checklist and experience.

1. Simple and snappy

We’ve all heard the acronym, KISS – keep it simple, stupid. This is precisely the attitude you want to take when creating the perfect onboarding checklist and experience for users. It’s important to quickly showcase your brand and a product’s value. One of the most difficult aspects of great onboarding is breaking down large goals into manageable and bitesize tasks.

Break steps down into simple, compelling, and manageable steps that effectively engage the user. If the process is not clear in the first few seconds, they’ll likely click off. It’s important to make a lasting impression, so make sure you hook your user and get straight to the point.

Take Slack, for example, they’ve gone through a number of user onboarding iterations. They’ve successfully pared down their content so users can quickly familiarize themselves with the interface.

Bitesize tasks for the perfect product onboarding checklist
Break steps down into simple, compelling, and manageable steps.

Here are just a few things to keep in mind to simplify your process:

  • Predictable and seamless elements, such as buttons
  • Effective navigation, such as clearly labeled icons
  • Frictionless and invisible interactions
  • Purposeful and clear tasks or goals
  • Guided behavior with design patterns, and clear hierarchy and readability
  • Key features that catch the user’s attention

Users are familiar with completing tasks step-by-step, so this is often recommended and preferred. Group similar components together, and make sure each completed step is clearly indicated.

2. Copy that resonates with your user

Less is definitely more when it comes to word count. Showcases your product or explain the platform and set user expectations with short, clever copy that resonates with your target audience.

Copy grabs users’ attention.

Your copy should grab the users’ attention in a few words or short sentences, and thus, it should convey the essential message and your unique selling proposition, quickly and simply. Content that is short, clear, and in line with your target audiences has a much better chance of making an impression.

Provide detailed steps.

Avoid vague wording, such as “customize your profile.� Instead, be specific and show the user the steps -exactly- that need to be taken. Focus on an action you want your users to take, and make that action crystal clear. Some examples include:

  • Enter your email address
  • Add a profile picture
  • Create a user name
  • Choose a password

Provide the why in the steps.

Take this a step further by providing the user with a reason. Simply asking a user to perform an action won’t motivate them. Back your tasks up with stats, or other motivating factors. You should know exactly who your target user is, what they are familiar with, and the intended end goal.

What are they trying to accomplish, and what are their expectations? Taking the time to identify these means you can appropriately solve their problem by creating a process that guides and motivates users seamlessly through a series of tasks.

Informal language, emojis, etc., can help showcase your brand’s personality and make your checklist more user-friendly.

Snappy content and a simple call to action that gets straight to the point, means you’ve got the ingredients for a great user onboarding experience.

3. Measure your user’s progress

Seamlessly guiding and leading your user through the user onboarding process is imperative. Don’t leave your user in the dark – show them their process and clearly map out their journey.

During a lengthy or unique process in onboarding.

If your user onboarding process needs to be a bit longer, provide a progress indicator so users have a visual for how long the form will take, or how many steps they have left. Think of it as showing them the light at the end of the tunnel and eliminating distractions along the way.

The light at the end of the tunnel can be done in a few ways. Provide a simple progress bar with icons or a slider, or divide your form into shorter steps, such as Amazon’s checkout process. When contemplating features or elements, always consider if it’ll enhance or diminish your users’ experience.

Start with what’s absolutely essential and ensure that every feature has a purpose. Only include and add features that you can clearly defend the need for. Design cues play a major role in how a user will interact with your design, so make sure they’re communicated clearly.

Even the tiniest tweak to your user onboarding process can have a massive impact.

For example, increase the chances of your user staying on task by removing site navigation. Keep in mind that humans are visual creatures, which is exactly why certain designs resonate, while others go completely unnoticed. Even the shape of your button can predict whether or not someone instinctively understands how to accomplish a task.

4. Rewards and little wins

When we perceive a task as difficult, or time-consuming, we’re more likely to procrastinate and put it off.

Alternatively, if we feel motivated, see the value in something, or receive a quick win, we are more likely to begin a project, task, job, or so forth.

Providing users with a quick win upfront is a great way to get them started. Make sure it’s an integral part of your onboarding process. Duolingo for instance, asks its user what language they want to learn and provides them with a list of options as well as the number of learners for each option.

Don’t present it to the baby.

Keep in mind that oversimplifying can become tedious and overbearing. Once you’ve built up a user’s confidence and they have become familiar with your interface, you can begin rewarding the user by reducing the amount of guidance and instructions you provide.

Incorporate more innovative and abstract ways to move users through tasks, quickly. Implement elements, such as keyboard shortcuts, to accomplish tasks more seamlessly, while simultaneously making your onboarding process more user-friendly.

5. Motivate users with gamification elements

Building off the idea of little wins and rewards, every application or experience must present its user with some sort of motivation to engage or to give them purpose, like engaging in something that is bigger than themselves.

Most people require some level of challenge in their lives to stay motivated.

Whether you’re challenging yourself, a friend, or completing tasks to win some sort of reward, winning feels satisfying when you’ve been sufficiently challenged. Take video games, for instance, video games get a bad rap for being extremely addictive, and mind-numbing, but it takes hard work to complete a difficult game.

Users enjoy challenges, whether challenging themselves, working to win awards, or competing with others. It turns out that nothing makes us happier than hard work. We all like to be challenged, especially if we are rewarded.

Gamification elements are a great motivator.

Gamification design increases user engagement because it’s rewarding and motivating. Seamlessly including a few relevant elements, such as leaderboards and badges, into an existing system allows designers to tap into the same benefits of playing a game.

Product onboarding checklist motivation
Most people require some level of challenge in their lives to stay motivated.

When users feel that they are making progress, developing skills, or overcoming challenges, it provides them with a sense of accomplishment.

Gamification is notorious for being difficult to implement well, as gameplay elements can appear completely out of sync, distracting, and may even deter users that don’t respond well to it. Earning a trophy is only satisfying if it is the result of successfully overcoming a challenge.

Every element used needs to optimize and motivate people’s feelings in order to make tasks fun and engaging experience. The key is understanding your users and identifying their motivations, which will vary according to the task, objective, and player.

When done well, game elements set clear tasks that lead to awards when they successfully accomplish the tasks. When a clear goal is attached to a task, it provides users’ with a sense of purpose, motivation, and a reward to look forward to.

Challenging the user to try something that’s incrementally harder than the previous task provides that sense of progress, challenge, and reward.

6. Add visuals, videos, or GIFs

We live in a world of imagery and videos to help improve customer engagement and understanding.

Creating videos with a screen recorder and GIFs with a gif-maker will improve the onboarding process. Product how-tos can be quick to make and provide more value than just text alone.

7. Test and revise

Once you’re done, it’s time to test your user onboarding process. A great user onboarding process is all about trial and error, which means it’s an ongoing process that may need revising. User onboarding is conversion-oriented, and thus crucial to any business, as they’re the tool that turns leads into buyers. You can’t afford to have a poorly designed user onboarding process that doesn’t create a positive, painless experience.

The best way to learn how your audience will respond to your user onboarding is with thoughtful A/B tests. A/B tests provide the perfect opportunity to determine which features convert the most leads.

Tailor your onboarding process to create a great experience that encourages them to keep coming back.

You want your onboarding process to be a great experience, a process that fits your brand, fulfills your business needs, boosts conversions, and makes a lasting impression on your users.

Target audience

Get clear on who your target audience is so you can speak directly to them. We also suggest always staying open to feedback, testing regularly, and revising it to ensure you continue to meet your goals.

Instantly test the effectiveness of your product onboarding checklist with users and get invaluable insight based on direct input and real user interaction with CloudApp.

Comparing slightly tweaked variations is one of the best ways to create a successful onboarding process and get concrete data on which variation attracts more customers. Simple changes can help you analyze different results and optimize accordingly.

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4 Questions Product Managers Should Ask to Ensure a Stellar CX

product managers

In today’s digital world, it’s no secret that delivering an excellent Customer Experience (CX) is paramount. Consumers have more choices available to them than ever before and have come to expect products that are easy to use and effective. Clients and customers want you to be good at anticipating their needs and solving their problems. Here are four questions product managers should ask to ensure a stellar CX.

Product managers are the driving force to guarantee quality and consistency in products and services.

Your Product Manager is behind projects from conception through delivery and support, which puts the full responsibility for CX on their shoulders.

Below are four questions product managers should ask themselves to make sure they’re delivering a solid customer experience and a product that meets users’ needs.

1. Do I really understand my customers?

Product managers always think they understand their customers: their goals, expectations, and the problems they’re seeking to solve.

Often that understanding of the customer isn’t as deep as the company believes it is. It’s easy for any group of people to fall into groupthink about customers, operating on their preconceptions rather than objective customer data.

Add in helpful feedback from non-objective observers like colleagues and senior management, and a team can easily go in the wrong direction.

A non-vetted-vote creates a high risk that you’ll need to go back and redo work. You may be rushing either before launch when you discover the problems, or even worse after launch when you don’t get the traction you expected.

The best way to control for this is to gain an in-depth, objective understanding of how your customers think and feel.

You can gain this understanding via frequent contact with fresh customers who haven’t been contaminated by talking with you previously. I prefer to do this through video rather than in person, for reasons that I’ll explain below.

Relying solely on quantitative data from surveys and analytics won’t cut it when you are searching for concrete data.

Your analytics will tell you what people are doing — but not what they’re thinking. Without human insight, you won’t be able to form high-quality hypotheses on what to build.

It’s important to mention that not all customers are created equal when it comes to obtaining feedback to help guide product design. Product managers need to speak with users who are representative of their customer base as a whole—not outliers sourced from support.

Your noisy people on social media may not be the best resource.

Twitter is not a market research tool — it’s an echo chamber for enthusiasts. Getting feedback from the average customer allows teams to develop products that address the most common challenges users contend with. In this way, you can find “standard” goals that most often you’ll be trying to accomplish.

2. Is engineering on board?

Once product managers have a clear understanding of customer needs, it’s time to make sure engineering understands what to build and why.

The aforementioned video feedback will prove useful here, giving engineers insights into what customers want—straight from the horse’s mouth.

The video feedback lets you align the team quickly, and head off the religious debates that can sometimes slow down a product team. Video feedback from customers is emotionally compelling and settles disputes quickly.

3. Are all of the project’s stakeholders aligned?

Having easy access to customer video feedback is also helpful for aligning all of a project’s stakeholders. Often product teams are bombarded with helpful advice from random employees, senior management, or maybe a sales rep who’s on fire after a single customer meeting.

Video feedback from customers aligns everyone by showing what users actually need, in their own words. This saves product managers the energy of having to explain why a product is being built in a certain way, a process that is usually slow and sometimes politically difficult.

4. Is my message being conveyed appropriately?

Customer feedback should also be shared with your customer-facing teams, especially marketing and sales.

In addition to sharing the initial video feedback that led you to design the product, product managers (or your product marketing people, if you have them) can go back to customers again and test their value proposition to see if it holds true.

Providing marketing and sales with insights on the problems they need to solve, and which features customers liked, ensure that the messages will reflect the real strengths and benefits of your product.

From there, these teams have a solid framework from which to develop content that will closely resonate with prospective customers.

Oftentimes, marketing and sales teams are presented with the task of marketing a product to customers without the added feedback and context you want them to have.

Sales may be successful in communicating certain selling points, but you’ll want them included and coordinated with the feedback so your results aren’t disjointed campaigns with materials that don’t do the product justice.


Qualitative customer feedback is the backbone of creating outstanding CX and proves to be valuable at nearly every step in the product development process. By keeping in mind these four crucial questions, product managers can keep their projects on the path to delivering a product that is tightly aligned with customer needs.

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