Intercom_on_Onboarding

success, not yours, and has nothing to do with filling in database fields to complete their profile. Onboarding is the key here. So here’s five steps to improve your onboarding:

1. Understand the different jobs your product is hired for

You might regard yourself as being in the “project management” category, but people who sign up might actually be trying to “improve productivity” or “get better at remote working”. Yes, your product solves these problems through the lens of project management, but it’s important to know what use cases, examples and copy will motivate your customers versus what will fall on deaf ears.

2. Understand what success looks like for each of these jobs

People aren’t using your analytics tool for the sake of it, they’re using it to get promoted, or to prove their worth, or to rally a team behind a common problem. A very simple step here is to ask new signups what they’re trying to achieve with your product. Once you know that, you’ll be amazed at howmany onboarding changes you’ll want to make instantly.

3. Design paths guiding them through the features that help them achieve this

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