Advanced Strategies & Case Studies
Enterprise onboarding, personalization at scale, and real-world implementation examples. Explore advanced topics like team onboarding, multi-product experiences, localization, security compliance, AI-powered personalization, and learn from case studies of successful onboarding transformations across industries.
Articles (10)
Customer Success and Onboarding: The Critical Handoff
Design seamless handoffs between sales, onboarding, and customer success teams to prevent customer frustration and ensure long-term retention.
Enterprise Onboarding: Scaling to Complex Organizations
Design onboarding for enterprise environments with multiple stakeholders, complex workflows, change management requirements, and organizational politics.
The Future of Product Onboarding: 2025 and Beyond
Explore emerging trends shaping the future of user onboarding, from AI personalization to conversational interfaces and beyond.
Measuring Onboarding ROI: Making the Business Case
Quantify the business impact of onboarding improvements and build compelling cases for investment in better user onboarding.
Onboarding During Acquisition: Migrating Users Successfully
Navigate the unique challenges of onboarding users during product acquisitions, migrations, and consolidations without losing them in the transition.
Onboarding for Integrations: Connecting Your Product to Others
Design onboarding flows that guide users through connecting integrations, handling OAuth, syncing data, and realizing value from connected products.
Onboarding for Marketplaces: Two-Sided Platform Challenges
Design onboarding for marketplaces that must activate both supply and demand sides while maintaining quality and building trust between parties.
Re-Onboarding: Activating Dormant Users
Win back inactive users with targeted re-onboarding strategies that re-engage, re-educate, and re-activate based on why they went dormant.
Slack-First Onboarding: When Your Product Lives in Slack
Design onboarding for Slack apps and bots where the product experience happens entirely within Slack's conversational interface.
Team Onboarding: Getting Entire Organizations Activated
Design onboarding that works for teams, not just individuals, handling multi-user dynamics, role differentiation, and organizational adoption.