Onboarding and Product Education Materials Consultation + Plan

Bailey Hand

Starting at

$

3,000

About this service

Summary

This service package is designed to empower businesses to effectively onboard new customers and provide ongoing product education. By creating intuitive, engaging, and informative onboarding collateral and education materials, businesses can improve customer satisfaction, reduce support queries, and encourage product adoption. This package caters to companies looking to enhance their knowledge base, help centers, tutorial videos, and onboarding guides with a focus on clarity, brand alignment, and user engagement.

Process

Needs Assessment: Work with the client to understand the product, target audience, and existing onboarding process.
Content Strategy Development: Develop a strategy for onboarding collateral and educational materials, including content mapping and medium selection (text, video, infographics).
Content Creation: Begin drafting guides, articles, and scripting for video tutorials, incorporating client feedback throughout.
Design and Production: Design documents and produce videos, ensuring all materials are on-brand and accessible across devices.
Implementation Support: Assist with integrating these materials into the client's platform or help center, including SEO optimization for articles.
Review and Feedback Loop: Collect feedback from the client and end-users, making necessary adjustments to the materials.
Final Delivery and Training: Deliver all materials and provide training to the client's team on best practices for maintaining and updating these resources.

FAQs

  • How do you ensure the materials cater to all user segments?

    Through audience analysis and segmentation, materials are customized to address the specific needs and preferences of different user groups, ensuring inclusivity and comprehensibility.

  • Can you help us update existing onboarding materials?

    Absolutely. I can review and revamp existing materials to improve clarity, engagement, and effectiveness, aligning them with current product features and best practices.

  • How do we track the effectiveness of these materials?

    By integrating analytics and feedback mechanisms, we can monitor how users interact with the materials, identify areas for improvement, and measure impact on onboarding success and product adoption rates.

What's included

  • Customized Onboarding Guides

    Step-by-step guides tailored to different user segments to ensure a smooth onboarding process. These guides will be designed for easy understanding and engagement, incorporating visuals and brand elements.

  • Knowledge Base Articles

    A comprehensive set of articles covering common questions, troubleshooting tips, and best practices, all structured for easy navigation and optimized for search engines.

  • Video Tutorials

    Short, informative video tutorials that demonstrate key product features and use cases, enhancing the learning experience for visual learners.

Duration

3 weeks

Skills and tools

Product Marketer

Customer Success Manager

Customer Support Representative

Freshdesk

HubSpot

Intercom

Zendesk

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