The Ultimate Checklist to help improve your onboarding experience ft. Shift
Director of Product, Michael Foucher, talks about the analysis and creation of a new onboarding process.
Industry
Productivity Software
4.3/5
Capterra rating
Analyzed
Customer Journey
About Shift
Shift, Director of Product Michael Foucher, and his team recently realized that their customer onboarding process was not performing as well as they liked, so they undertook the daunting task of analyzing and creating a new onboarding process. Below he shares his own experience and a must-have checklist to improve your onboarding experience.
Onboarding Success Checklist:
- Analyze your customer journey
- Understanding your data
- Build and test
- Make it interactive
- Have a plan for post onboarding
Company size
500+
Location
California, USA
Use case
Improve Onboarding Experience
Plan & Tools
Custom
Shift Case Study Q&A
How important is it to analyze your customer journey?
Knowing your customers from start to finish is crucial to a personalized onboarding experience. We want to prevent dropoff right from the beginning by keeping track of analytics such as website visits and conversion rates. We can also gain extremely valuable insights from conducting customer interviews to understand what their journey is like the second they visit our website. We can then iterate our landing pages according to customer feedback and data to…
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About the Author
About FROGED
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