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Guide

Onboarding new customers in a week

How to use this guide

Offer this to founders who onboard customers by hand. A plain plan they can run this week is easy to say yes to.

What is inside

Decide what a first win isStart with the result, not the feature tour.
Learn what they came forAsk on sign up, or in a short first message, what the person hopes to do and how they do it today.
Plan the first dayThe first session carries the most weight.
Guide them to the first winUse plain steps in the product, a short checklist or a message with one link.
Watch for the stuck momentEvery product has a step where most new customers stop.
Bring in a second personProducts with more than one user tend to stay.
Check in at the end of the weekAt day seven, ask what has worked and what has not.
Keep what worksAfter ten customers, look at the pattern.

Three title ideas for your own version

Onboarding new customers in a week
A first week onboarding plan for software
How to get a customer to a first win

Where to promote it

Product communitiesfounder newslettersLinkedIncustomer success groups

How can software companies reach teams who onboard customers?

Founders search for how to get customers to a first result. A calm, practical guide earns trust and leads to conversations about the product.

Make this guide your own

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