Rather than relying solely on emergent metrics and then forcing users to hit some business targets, modern onboarding focuses on the user and what they want to achieve. This begins with continually asking newly signed up customers what they are hoping to achieve with your product. You will learn:
their functional goals (e.g. organize my team’s tasks) their personal goals (e.g. let me feel in control) and social goals (e.g.impress my boss)
You also need to ensure each new signup believes they are on a path to achieving their goals. This is what successful onboarding does. Slack does this well – their Slackbot guides new users through setting up their account by asking them a series of questions. Not only does the user set up their account, but they are learning to use Slack at the same time. Other effective implementations of onboarding 3.0 include CoSchedule, an editorial calendar for WordPress, which gets new users to create and schedule an article during the onboarding flow. Duolingo, a language learning site, has new users translating a sentence into their chosen language before it even asks for an email address.
Onboarding your customers for success
The purpose of a trial is to convince a potential user your product will deliver what they need at a price they can afford. It’s about getting users to those “successful moments”. It’s important to remember this is their
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