Goals

• [ ] You have a clear goal you want first time users to get to
• [ ] You have an onboarding success metric
• [ ] You have a unique experience for first time users of your product
• [ ] You actually welcome first time users of your product

Jobs to be done

• [ ] You know what the main job is for your product
• [ ] You ask users what they want to achieve from your product
• [ ] You personalise the experience based on the answer

Motivation

• [ ] You have a clear and simple value proposition on your landing page
• [ ] You talk about the benefits for the users
• [ ] You provide a clear outcome of using your product
• [ ] Your headline and sub-headline matches the value the user actually gets in the product
• [ ] You reinforce the value proposition on the sign-up page
• [ ] You only ask for fields that improve the experience
• [ ] You offer at least 2 social buttons to sign up with:

Friction

• [ ] You ask for these two mandatory fields:

  • [ ] Name
  • [ ] Email

• [ ] Your onboarding sign up has no more than 10 total fields

• [ ] You don’t have a navigation bar with links

• [ ] You have split your onboarding process into different steps

• [ ] You use a progress bar to give users an indication of how many steps there are

• [ ] You start the progress bar with one step marked complete (Zeigarnik Effect)

• [ ] Google

• [ ] Apple

• [ ] Facebook

• [ ] Twitter

• [ ] LinkedIn

• [ ] Instagram

Time to value

You reduce time to value by:

• [ ] Using templates

• [ ] Allowing users to import data

• [ ] Your users achieve a meaningful action within 6 minutes

• [ ] You help users learn by doing

Educating Users

• [ ] You use at least one action based techniques to guide users to a goal
  • [ ] Contextual walkthroughs
  • [ ] Tooltips
  • [ ] Checklists
  • [ ] Product Tours
  • [ ] Videos
  • [ ] Concierge onboarding
• [ ] You point users to the help centre or FAQs at some point during the flow