Lesson objectives
- Define a customer's first win
- Plan onboarding touchpoints
Define the first win
What's the first meaningful result a customer can get? For a course, completing module one; for software, the first successful project; for a service, the first deliverable.
Onboarding touchpoints
- Immediate welcome with one clear first step
- Check-in after a few days
- Help if they're stuck
- Celebrate the first win
- Introduce the next milestone
Action steps
- Write down your customers' first win
- Map three onboarding touchpoints
Checklist
- First win defined
- Onboarding sequence live