You can read more about it here: http://neurony.ro/blog/9-steps-to-a-good-onboarding-setup or browse the presentation for a quick review. The new Holy Grail of software systems - especially those SaaS flavours - onboarding is most often compared to the 1st level in a game. More than a demo and a tutorial, onboarding aims to deliver lots of value to the user in as few steps as possible. We put together a short guide that you can pick up, tweak and use to create and/ or improve your onboarding process. It is not going to be simple, though - there are 9 steps in total, each with its own substeps and requirements.

1. 9 STEPS TO A
GOOD
ONBOARDING
SETUP
A QUICK GUIDE
ON SHAPING
USER BEHAVIOUR
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2. OVERVIEW
1. Determine your users’ goals
2. Measure User Interaction
3. Plan the onboarding scenario
4. Mockup your assumptions
5. nfuse the mockups with good design
6. Implement the designs
7. Track, Measure, Improve
8. Go beyond a simple setup
9. Reiterate
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3. 1. DETERMINE YOUR
USERS’ GOALS
Use Customer Personas
Perform personal interviews
Combine qualitative and quantitative data
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4. 2. MEASURE USER
INTERACTION
Analyze usage data
Set Measurable Metrics
Talk to your support crew
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5. 3. PLAN THE ONBOARDING
SCENARIO
Guide someone through your app - personally
Write a tutorial
Slash every unnecessary step
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6. 4. TURN YOUR ASSUMPTIONS
INTO MOCKUPS
Test your mockups
Test your mockups
Test your mockups some more
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7. 5. INFUSE THE MOCKUPS
WITH GOOD DESIGN
Don't oversell
Brand your onboarding flow
Aim for familiarity
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8. 6. IMPLEMENT THE DESIGNS
Perform final tweaks
Test for bugs
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9. 7. TRACK, MEASURE, IMPROVE
Track what your customers do within the onboarding setup
Measure the impact their actions have on their staying with you
Improve the metrics that matter to you
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10. 8. GO BEYOND A SIMPLE
SETUP
Develop a communication plan
Optimise for experience
Complement with content marketing
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11. 9. REITERATE
Go back to your other marketing materials
Test and test again all your customer touchpoints
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12. READ MORE
http://www.appcues.com/blog/3-fundamental-user-onboarding-lessons-from-
classic-nintendo-games/
https://blog.kissmetrics.com/onboarding-tools/
https://blog.chartmogul.com/a-guide-to-saas-customer-onboarding/
http://www.nirandfar.com/2012/07/thisisyourbrainonboarding.html
https://zapier.com/blog/user-onboarding-user-interface-inspiration/
http://growthdevil.com/7-best-practices-user-onboarding/
https://blog.intercom.io/strategies-for-onboarding-new-users/
https://news.ycombinator.com/item?id=9500823
https://www.groovehq.com/support/reduce-churn-with-successful-user-
onboarding
https://sumome.com/stories/market-research
http://www.appcues.com/blog/user-onboarding-starts-with-a-good-landing-page
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