#paid’s New User Onboarding Checklist

About this Blueprint

‍Blueprints are a collection of Vitally best practices and use cases brought to you by today's Customer Success thought leaders.

‍A New User Onboarding Checklist serves many purposes. For instance, one of your Enterprise accounts might have a new point of contact coming in. You’ll want to have resources ready to get them up to speed with your platform and ensure the transition is as smooth as possible. 

In addition, you might have a customer who needs to onboard new users to your platform. This is where an onboarding checklist template can come in handy to save your customers time, increase time to value, and improve overall product adoption. With Vitally Doc Templates, you can build a personalized and interactive user onboarding checklist that people love.

Natasha Cantisano, the Team Lead, CS at #paid, uses this New User Onboarding Checklist to assign action items, share resources like help center links, PDFs, and more all within a centralized and collaborative workspace for customers.

Preview of Blueprint

‍When to use a New User Onboarding Blueprint

‍This New User Onboarding Blueprint is ideal for Customer Success teams who operate with a Hybrid or High Touch Customer Success model, where accounts have a dedicated Implementation, Onboarding, or Customer Success Manager as their point of contact.

Additionally, this onboarding checklist should be shared with users who are new to your software. As you’ll see in the sample Blueprint above, we’ve given an example of how you can categorize and create Tasks for users to complete in order to learn the platform. In this Blueprint, you’ll find a sample introduction, a list of To-Do’s for the new user, and additional resources.

‍KPIs Impacted‍

• Time to Value (TTV)
• Net Promoter Score (NPS)
• Customer Satisfaction (CSAT) Score
• Product Adoption Rate
  

What data points or information will you need to complete or add?

‍You will need to edit many pieces of this Blueprint to fit your specific product, such as the ‘Onboarding Checklist’ and ‘Additional Resources’ sections. For example, if you have different product lines for different teams, you might want to categorize each set of Tasks separately.

For a more comprehensive process, you could create a separate Account Onboarding Checklist to cover initial onboarding needs, and then share a more detailed New User Onboarding Checklist out to the broader team.

‍How can you customize this for other use cases?

This Blueprint for New User Onboardings uses Vitally Tasks which are completely customizable. Within a Doc Template, you can insert a personalized video addressing the customer, a welcome banner, and many other assets to make it stand out from a regular onboarding process. You can also assign Tasks directly to customers, improving transparency and accountability from both parties.

About #paid

#paid is a technology company that builds tools for the creator economy. Businesses of every size—from DTC brands to fortune 500 companies—use #paid’s software to collaborate with creators and grow their businesses.