Customer Onboarding
Building an Onboarding Plan for Feature-Specific Adoption
This prompt helps customer support teams design an onboarding plan focused on guiding users to adopt specific features. It is ideal for products with a broad feature set, ensuring users gain proficiency in high-value areas relevant to their needs.
Responsible:
Customer Support
Accountable, Informed or Consulted:
Customer Success, Product
THE PREP
Creating effective prompts involves tailoring them with detailed, relevant information and uploading documents that provide the best context. Prompts act as a framework to guide the response, but specificity and customization ensure the most accurate and helpful results. Use these prep tips to get the most out of this prompt:
Identify the most valuable or underutilized features in your product.
Gather user goals and personas to align feature-specific onboarding with their needs.
Develop targeted onboarding materials, such as tutorials or webinars, for each feature.
THE PROMPT
Help design an onboarding plan that focuses on feature-specific adoption for [specific software product or service]. Focus on:
Feature Prioritization: Recommending methods to highlight key features, such as, ‘Identify high-value features based on user goals, such as automation tools, analytics dashboards, or integrations.’
Targeted Onboarding Content: Suggesting ways to create feature-specific tutorials, like, ‘Develop guides and videos that explain the use cases and benefits of [specific feature].’
Progressive Learning Paths: Including tiered instructions, such as, ‘Start with basic usage and gradually introduce advanced configurations for [specific feature].’
Use Case Examples: Recommending personalized examples, like, ‘Show users how [specific feature] solves common challenges in [industry or role].’
Measuring Adoption Success: Proposing ways to track outcomes, like, ‘Monitor feature usage metrics and follow up with users who haven’t engaged with [specific feature].’
Provide a detailed plan that ensures users adopt and benefit from specific product features. If additional details about user goals or feature complexities are needed, ask clarifying questions to refine the onboarding plan.
Bonus Add-On Prompts
Propose strategies for using in-app notifications to highlight underused features during onboarding.
Suggest methods for gathering user feedback on feature-specific training to improve future content.
Highlight techniques for tracking feature adoption metrics and linking them to user success.
Use AI responsibly by verifying its outputs, as it may occasionally generate inaccurate or incomplete information. Treat AI as a tool to support your decision-making, ensuring human oversight and professional judgment for critical or sensitive use cases.
SUGGESTIONS TO IMPROVE
Focus on onboarding for new features launched in updates or product expansions.
Include recommendations for using gamification to drive feature adoption.
Propose ways to integrate feature-specific onboarding into existing workflows.
Highlight tools like Pendo or Appcues for creating personalized onboarding prompts.
Add suggestions for offering incentives, such as discounts or credits, for engaging with specific features.
WHEN TO USE
To drive adoption of high-value or recently launched product features.
During onboarding for products with broad functionality and diverse user needs.
When users struggle to discover or use key features independently.
WHEN NOT TO USE
For products with limited feature sets that don’t require focused training.
If feature adoption metrics aren’t tracked or monitored for actionable insights.