Design onboarding journey

Onboarding journey design prevents churn. Map the first 90 days with clear milestones: setup complete in week 1, first value in week 4, full adoption in week 8 and expansion conversation in week 12.

Design onboarding journey

Introduction

Conclusion

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Build onboarding timeline

30-60-90 day timelines structure onboarding. Days 1-30 focus on setup and quick wins, days 31-60 drive adoption and feature usage, days 61-90 optimise workflows and identify expansion opportunities.

Playbook

Client onboarding design

Map the customer journey from signup to value realisation. Create 30-60-90 day milestones. Build automation that delivers consistent onboarding. Develop resources customers use to get wins fast.

See playbook
Client onboarding design
Tools

Relevant tools

Notion
Tool

Notion

All in one workspace for docs, wikis and lightweight databases, ideal for playbooks and knowledge.

Miro
Tool

Miro

Online whiteboard for mapping ideas, journeys and plans, great for async workshops and alignment.

Asana
Tool

Asana

Project management that keeps work clear with boards, timelines and templates, good for campaign planning and cross team coordination.

Growth wiki

Growth concepts explained in simple language

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