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Should Have

30-45 days

Onboarding & Support Materials

Developing resources and documentation to help new customers understand and effectively use the product. This includes guides, tutorials, FAQs, and support materials that ensure a smooth onboarding experience and provide ongoing assistance.

IMPLEMENTATION

Identify Customer Needs:

  • Determine common questions and challenges new users may face.

  • Gather insights from customer support teams and beta testers to identify key areas where users need guidance.

Develop Onboarding Materials:

  • User Guides: Create detailed user guides that explain how to set up and use the product.

  • Tutorials and Videos: Develop step-by-step tutorials and instructional videos to visually demonstrate key features and processes.

  • Quick Start Guides: Provide concise quick start guides for easy reference.

  • Interactive Onboarding: Implement interactive walkthroughs within the product to guide users through initial setup and key features.

Create Support Documentation:

  • FAQs: Compile a list of frequently asked questions and provide clear, concise answers.

  • Knowledge Base: Develop a comprehensive knowledge base with articles covering various topics and troubleshooting tips.

  • Community Forums: Set up community forums where users can ask questions, share experiences, and provide peer support.

  • Contact Information: Clearly display customer support contact information for users who need further assistance.

Review and Test:

  • Review all materials for accuracy, clarity, and consistency.

  • Test the materials with a small group of users to gather feedback and make improvements.

  • Ensure all resources are accessible and easy to navigate.

Distribute and Promote:

  • Make onboarding and support materials easily accessible through the company website, within the product, and via email.

  • Promote these resources through welcome emails, newsletters, and social media.

  • Provide links to support materials in relevant areas of the product interface.

Monitor and Update:

  • Regularly review and update onboarding and support materials based on user feedback and changes to the product.

  • Track common support issues and expand the knowledge base accordingly.

  • Maintain a feedback loop with the customer support team to continuously improve resources.

TIPS 

  • Use clear, simple language and visuals to make materials user-friendly.

  • Ensure materials cover all critical aspects of using the product, from basic setup to advanced features.

  • Offer multiple formats (written guides, videos, interactive tutorials) to cater to different learning preferences.

  • Regularly solicit feedback from users to identify areas for improvement.

  • Keep materials up-to-date with the latest product updates and features.

WHY IMPORTANT

Important for ensuring a positive user experience and reducing support queries.

R

Product Management, Customer Support

A

Customer Support

C

Marketing, UI/UX Design

I

Executive Team, Engineering, QA, Sales, Operations

Fractional Executives

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