How to do user onboarding

The ability of a brand new user to understand and complete the core workflows of a product determines whether your product delivers immediate value to your customers — Day 0 value. If a tool is not useful, people will simply not come back. This is what makes onboarding the most critical part of any growth strategy — successfully onboarded users ret... See more

When onboarding goes well it should be seamless, intuitive, and informative. Users should have a good understanding of what’s to come within the app, how it works, and why they should be using it.

Your goal should be to welcome people into your product in a way that excites them to become lifelong customers. Excitement is achieved through a delightful onboarding experience.

The best way to make your onboarding better is to try it. Try it often. Every few weeks at minimum. Think of yourself as one of your user personas, or a dumb user rather than you, the expert who knows your product very well. Question every step. Act confused.