

Contextual Onboarding
Choosing contextual onboarding as your strategy is pivotal for providing a personalized user experience. Contextual onboarding tailors the learning process based on user actions and behavior, delivering relevant information just when the user needs it. This workshop is designed to help you develop a seamless contextual onboarding experience that adapts to user interactions, enhancing understanding and engagement from the first use. Step 1 Analyze User Behavior and Needs Revie
Feb 82 min read


The 80/20 Rule: Why Customer Success Should Focus on Existing Clients
The traditional sales mantra of "always be closing" is giving way to a more nuanced approach: "always be nurturing." The 80/20 rule in Custo
Feb 72 min read


Self-Serve Onboarding
Opting for self-service onboarding exemplifies a commitment to empowering users by allowing them to explore your software at their own pace and based on their own needs. This onboarding style is particularly effective for diverse user bases with varying levels of tech savviness and personal learning preferences. This workshop is designed to help you craft a robust self-service onboarding experience that supports users with resources and tools, enabling them to discover functi
Jan 233 min read