Intercom_on_Onboarding

When contemplating a career switch from education to software a few years back – as nervous as I was to make the leap – I was confident my teaching skillset would serve me well. Looking back, I think I underestimated the relevance of my experience. The parallels between teaching and working in a startup are pretty striking after all: long-term planning and project management? Check. Inter- personal skills and written communication? Check. On-the-fly adaptability and resilience working under deadline in a stressful environment? Well, you get the picture. What I didn’t expect was how the deeper professional knowledge and educational theory I had accumulated over 12 years could be directly applied to onboarding. Educational theory might not be the first place you’ll look when to trying to build software. But a few key concepts will help your users get the information they need, when they need it.

When it comes to guiding customers to success, a one-size-fits-all approach just won’t work. Instead, try differentiating your onboarding so all types of customers can master your product. I spent 12 years as an educator, designing curriculums and making sure every student truly learned the subject matter.

One of the fundamental challenges of teaching is that not every student

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