Create onboarding resources

Onboarding resources reduce support burden. Record Loom walkthroughs for key features, build a knowledge base in Notion or Trainual and create checklists that guide customers through setup.

Create onboarding resources

Introduction

Conclusion

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Measure onboarding success

Onboarding metrics predict churn. Track time to first value, feature adoption rate by day 30, login frequency, support ticket volume and NPS at day 30. Flag at-risk accounts early.

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.

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Client onboarding design
Tools

Relevant tools

Loom
Tool

Loom

Video recording for updates and walkthroughs that beats meetings when you need clarity without a call.

Notion
Tool

Notion

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

Growth wiki

Growth concepts explained in simple language

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