When you’re onboarding new customers, you obviously want them to complete whatever steps you’re asking – but you also probably want them to feel like they have some amount of agency. This can happen for a variety of reasons:
Your customer base exists at a variety of experience levels, and one of those is “just show me the stupid product”
People might not be ready to provide the information that you want or need them to enter
There may be many different routes into your product, with onboarding less linear or direct
Customers behave in all sorts of unexpected ways that might surprise the team; towards this end, a strict onboarding process might be too constraining or even unnecessary
So in this paid lesson, we’ll go deep on how to make your onboarding short and skippable – and what you need to do to make sure your customers are signing up in a way that’s helpful to them and diplomatic for you.