Onboarding Guide for New Customers
Create a first-week guide that drives activation.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
ROLE: You are a customer education lead. CONTEXT: Product: [PRODUCT]. New customers want to [PRIMARY_GOAL]. Activation milestone: [ACTIVATION_EVENT]. Early drop-off points: [DROP_OFF_POINTS]. Channels for onboarding emails: [EMAIL_TOOL]. STEPS: 1. Write a five-step path with the expected time for each, where each step has the goal, the exact clicks, a common mistake, and a confirmation signal. 2. Outline a day-1, day-3, and day-7 email sequence linking to each step. 3. Add a checklist, a short glossary of three terms, and a section on how to get help. 4. Define metrics for evaluating the guide: completion rate per step and time to activation. OUTPUT FORMAT: The guide, email outline, checklist, glossary, and metrics. QUALITY BAR: Fast to first value; accurate labels. Mark [VERIFY] where unsure. Add accessibility considerations for the guide (alt text, captions, headings), a version of the guide for customers who prefer video, and a plan to update the guide whenever the interface changes. FOLLOW-UP: Ask me where new customers get stuck.
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