Onboarding checklist

What is an onboarding checklist template?

An onboarding checklist template is a strategic guide designed to help businesses create seamless first experiences for new users.

It ensures your onboarding process—from initial marketing touchpoints to first product interactions—is optimized to engage customers, reduce friction, and drive long-term retention.

What’s inside the template?

The onboarding checklist template includes a step-by-step breakdown of the key stages in the user journey:

1. Pre-signup stage
2. At the point of signup
3. First product interaction

How to use the template

1. Evaluate your current onboarding process – Use the checklist to assess where friction points exist and identify areas for improvement.
2. Optimize touchpoints – Apply the recommendations for messaging, signup flow, and first product interactions to create a seamless experience.
3. Enhance customer communication – Leverage onboarding emails and live support to guide users through their journey effectively.
4. Track and improve – Continuously monitor onboarding performance and refine the process based on user feedback and engagement metrics.

Download your onboarding checklist

Onboarding checklist

Onboarding checklist Transform your user onboarding to be a growth engine. Ensure your delivery tactics, messaging and touchpoints are optimized to create seamless first experiences that keep your customers coming back for more. This checklist is designed to be a guide to help you think about…

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