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