CustomerHub

Clarify the primary outcome you want new members to achieve during onboarding so you can design a clear, focused onboarding experience.

Define Your Onboarding Goal

Outline the key actions new users should take immediately after joining so you can structure your onboarding flow with clarity and purpose.

Map Your User's Onboarding Steps

Determine which actions, instructions, and content should be included as tasks in your onboarding experience to guide new users effectively.

Decide What Belongs in Your Onboarding Flow

Prepare the short videos, instructions, and supporting material needed for your onboarding tasks.

Create Onboarding Content

Create and configure an onboarding experience to guide new users through essential first steps inside your product.

Create Your Onboarding Experience

Preview your onboarding experience to ensure tasks, instructions, and content appear correctly before testing as a new user.

Preview Your Onboarding Experience

Log in as a new user to fully test your onboarding experience, confirm it triggers correctly, and ensure the flow behaves as expected.

Test Your Onboarding Experience as a New User

Publish and activate your onboarding experience so new users automatically receive a guided, structured first-time journey.

Launch Your Onboarding Experience

A guided, step-by-step sequence to design, build, test, and launch an onboarding experience that helps new members succeed from day one.

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