Trace the path a customer travels from purchase to first value, and find where they get stuck, so your onboarding is built on how customers really succeed and fail.
Trace the steps a customer takes from purchase to first value as it works today.
| Step | What the customer does | Who helps, if anyone | Where customers get stuck |
|---|---|---|---|
| 1 | |||
| 2 | |||
| 3 | |||
| 4 | |||
| 5 |
Take three to five recent customers, a mix of those who succeeded and those who drifted away early, and trace each through the path above.
That friction point is where your onboarding has to do its most deliberate work. Carry it into the plan.
Your answers stay in your browser on this page and are never sent anywhere. Use Save or print to keep your copy.