Customer Onboarding Flow for a New Product
Guide first-time users to value.
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Design onboarding for a new product. Product and its core value: [PRODUCT_AND_VALUE]. User types and goals: [USER_TYPES]. Time to first value target: [TARGET]. Known drop-off points: [DROP_OFFS]. Produce: the "aha moment" definition; a step sequence from signup to first value with the minimum required inputs; the content for each step (screen text of 20 words or less, button labels); an email sequence (day 0, 2, 5, 10) of 60 to 90 words each; in-app prompts; success metrics (activation rate, time to value, step completion) and a measurement plan; and tests to run. Add accessibility and localization notes, an escape path (skip and come back), and a list of friction removal ideas (defaults, import, templates). Give the flow as numbered steps with the screen text for the first three, specify what happens when a user abandons at each step (a reminder email after 24 hours), and name the activation measure that tells us onboarding worked.
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Aha moment: first invoice sent from the app within 10 minutes of signup. Flow: 1) Signup (email only). 2) Business name and logo (optional). 3) Add one customer (name and email). 4) Create the invoice (3 fields). 5) Send, with a preview. Screen text, step 3: "Who are you invoicing? You can add more later." Button: "Continue". Emails: day 0 welcome (60 words); day 2 "Send your first invoice in 3 minutes"; day 5 tips; day 10 check-in. Abandon at step 4: reminder email after 24 hours. Measures: activation rate = users sending an invoice within 24 hours / signups; baseline 31 percent, target 45 percent. Friction ideas: import customers from a spreadsheet; default payment terms.
Illustrative only, made-up data. Your results will differ and must be reviewed.