User Onboarding Rebuild (Embedded Product Management Consulting)

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About this service

Summary

By the end of this comprehensive three-month engagement, your organization will possess a brand new, supremely effective, tailor-made onboarding experience. More importantly, you will have an experimentation framework in place, ensuring the continuous optimization of the onboarding journey over time. This service leverages my expertise as a dedicated leader, empowering your team with the insights, tools, and framework needed for ongoing success in enhancing user experiences.

What's included

  • Onboarding Ownership

    I will assume ownership over user onboarding, closely collaborating with your cross-functional teams to integrate seamlessly into your organizational culture and processes.

  • Comprehensive Research

    I will conduct a comprehensive assessment of your current onboarding process, utilizing user feedback, data analytics, and stakeholder interviews to identify pain points and untapped opportunities, and then present my suggested direction.

  • Strategic Collaboration

    Once a direction has gained alignment, I will collaborate closely with your team to formulate a comprehensive strategy for the new onboarding journey, complete with user stories/Jira issues, strategic milestones, objectives, and measurable KPIs.

  • Prototype Development and Validation

    I will lead the development and validation of prototype user onboarding experiences, incorporating user input to fine-tune and optimize the process for maximum efficacy.

  • Engaging Content and Messaging

    I will work with your marketing team to surface engaging onboarding content and messaging that effectively communicates your company's unique value proposition, compelling users to engage enthusiastically.

  • Technical Expertise

    I will work with your development and design teams to ensure seamless technical integration of the new onboarding journey within your platform or application.

  • Knowledge Transfer and Experimentation Framework Setup

    I'll equip your team with vital knowledge through comprehensive training and documentation, guaranteeing a seamless transition and proficient ongoing management of the revamped onboarding process. This encompasses setting up a solid experimentation framework, integrating top-tier tools (budget permitting), efficient workflows, and adhering to industry-leading practices.


Skills and tools

Product Manager

Consultant

Product Strategist

Confluence

Data Analysis

Jira

Maze

Miro