About

This template is designed to evaluate the onboarding experience of new users for a product or service. By measuring the clarity, effectiveness, and user satisfaction of the onboarding process, you can improve the initial user experience.

When to Use?

  • When evaluating the initial onboarding experience after launching a new product/service

  • When measuring the effectiveness after improving the onboarding process

  • When conducting a retrospective survey on the onboarding experience with existing users

  • When comparing and analyzing competitors' onboarding processes

What you will learn?

  • Identifying strengths and weaknesses of the onboarding process

  • Recognizing initial difficulties faced by users

  • Deriving improvement points for each onboarding stage

  • Analyzing causes of user churn and establishing countermeasures

  • Gaining insights for overall user experience improvement

How to Use?

  • Target users immediately after new sign-up or first use of the product/service.

  • Conduct the survey right after completing the onboarding process to get a vivid evaluation of the experience.

  • Analyze collected data to identify key improvement points in the onboarding process.

  • Share results with the product/service development team and establish an improvement plan.

Frequently Asked Questions

It's best to conduct it immediately after the new user onboarding process ends to receive instant feedback while the user experience is still fresh.
It's good to ask about the clarity, difficulty level, overall satisfaction of the onboarding process, and feedback including user difficulties.
Use the feedback to complement weaknesses in the onboarding process, derive improvement measures, and reduce user churn.
Analyze competitors' onboarding processes to identify strengths and weaknesses of our service, and design a differentiated onboarding experience.

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