Get Your Customers Hooked: The Expert-Approved Product Onboarding Checklist That Actually Works


Launching a new product can be both exciting and challenging. While a successful launch can lead to increased revenue and market share, a poorly executed launch can result in lost sales and negative customer feedback. That’s why having a comprehensive product onboarding checklist can make all the difference. A well-designed product onboarding checklist ensures that your product is properly introduced to your customers and they have all the information they need to make the most of it.

In this article, we’ll discuss expert-approved product onboarding checklists that actually work. So, whether launching a new product or updating an existing one, ensure your product launch is successful.


What is Product Onboarding?

Product onboarding refers to the process of introducing new users to a product or service, and guiding them through its features and functionalities. It is an essential part of the user experience, as it helps users understand how to use the product and make the most out of it.


Why Product Onboarding is Important

According to a report in this research, boosting customer retention by just 5% can increase your profits by 25% to 89%.

Another report says that most of the SaaS companies face difficulties in business growth due to their churn rates being higher than 5.3%.

A research paper by the Journal of Product Innovation Management found that companies that invest in onboarding have a higher likelihood of successful product adoption and faster time-to-market. Having a product onboarding checklist is crucial to ensure that all the necessary steps are taken to provide a smooth and effective onboarding experience for users. The checklist should include all the important tasks, such as setting up the user account, providing tutorials and training materials, and highlighting the key features and benefits of the product.

A well-designed user onboarding checklist can help reduce user frustration, increase engagement and retention, and ultimately lead to higher customer satisfaction and loyalty. It also helps to establish a positive first impression of the product, which is crucial in today’s competitive marketplace.

Moreover, an onboarding checklist can also improve the efficiency of the onboarding process, as it provides a structured approach for the onboarding team to follow. It helps to ensure that all the necessary steps are completed in a timely and consistent manner, and can also serve as a reference for future onboarding efforts.


Pre-Onboarding Checklist

A Pre-Onboarding Checklist is a critical component of any successful product launch. It helps ensure that you have a solid understanding of your target audience, a clear definition of your product’s value proposition, and a well-defined user journey. By taking the time to complete this checklist, you can improve the chances of your product’s success.


Understanding your target audience

Understanding your target audience is the first step in creating a successful product. You need to know who your customers are, what their needs are, and how your product can help them. Conduct market research, gather customer feedback, and create buyer personas to better understand your target audience.


Defining your product’s value proposition

Defining your product’s value proposition is the next step. You need to clearly articulate how your product solves a problem or fulfills a need for your target audience. This value proposition should be concise, clear, and compelling.


Mapping out the user journey

Mapping out the user journey is the final step in the Pre-Onboarding Checklist. You need to create a step-by-step plan that outlines how your customers will interact with your product. This plan should cover everything from the initial onboarding process to ongoing support and customer service.


During-Onboarding Checklist

During-Onboarding Checklist is a crucial component of any product launch strategy. It’s an essential tool for creating a welcoming experience, providing clear instructions and guidance, highlighting key features and benefits, and encouraging user engagement. The checklist can ensure that users get the most out of their new product, and it can help to minimize the learning curve and reduce the likelihood of user frustration.


Creating a welcoming experience

During on-boarding, the first step of a user onboarding should be to create a welcoming experience for the user. This can include a personalized message, an introduction to the product’s key features and benefits, and an overview of what the user can expect during the onboarding process. By making the user feel welcome and valued, you can increase their engagement and loyalty to the product.


Providing clear instructions and guidance

Clear instructions and guidance are critical for ensuring that users can successfully navigate the product. The onboarding checklist should provide step-by-step instructions for key features and functionality, as well as links to relevant support materials, such as tutorials or user guides. By providing clear instructions, you can help to reduce user frustration and increase their confidence in using the product.


Highlighting key features and benefits

A good product onboarding checklist should also highlight the product’s key features and benefits. This can include interactive walkthroughs or tutorials, as well as videos or other multimedia content. By highlighting the product’s key features and benefits, you can help to ensure that users fully understand the value of the product and how it can benefit them.


Encouraging user engagement

Finally, the onboarding checklist should encourage user engagement with the product. This can include prompts to complete key actions or tasks within the product, invitations to join user communities or forums, or suggestions for how to integrate the product into the user’s workflow. By encouraging user engagement, you can help to ensure that users get the most out of the product and become loyal, long-term users.


Post-Onboarding Checklist

When it comes to product onboarding, the work doesn’t end once a user is onboarded. It is important to continue to collect user feedback, track user engagement and adoption, identify areas for improvement, and iterate on the onboarding experience. A post-onboarding checklist is an essential tool to help you achieve this.


Collecting user feedback

Collecting user feedback is crucial in understanding how your users are interacting with your product. Feedback can help you identify pain points, areas of confusion, and opportunities for improvement. This feedback can be collected through surveys, customer support channels, or user testing.


Tracking user engagement and adoption

It is important to track user engagement and adoption to understand how users are interacting with your product over time. This data can help you identify if your onboarding process is effective and if users are continuing to engage with your product.


Identifying areas for improvement

Identifying areas for improvement is key to improving the onboarding experience for your users. By analyzing user feedback and engagement data, you can identify areas where users are struggling or disengaging and make changes to improve the overall experience.


Iterating on the onboarding experience

Iterating on the onboarding experience involves making changes to the onboarding process based on the feedback and data collected. By continuously iterating, you can improve the onboarding experience, reduce churn, and ultimately drive user engagement and adoption.


SaaS Product Onboarding Examples Done Right

Ah, SaaS product onboarding. It is the crucial process that can make or break the user experience for your software. It’s like welcoming a new guest into your home – you want to ensure they feel comfortable and have everything they need to get settled in

But where do you start?

Well, a nice place to begin is with a product onboarding checklist.

That’s right!

A checklist can help you ensure you don’t miss any steps during the onboarding process.

Let’s take a look at some real-life examples of SaaS product onboarding.

First up, we have Slack. Slack’s onboarding process is a thing of beauty. From the moment you sign up, you’re taken on a guided tour of the platform’s features. The tour is interactive, so you get to try out different functions as you learn about them. It’s like having a personal assistant walk you through the software. Plus, Slack also provides a helpful product onboarding checklist that ensures you don’t miss any crucial steps.

Trello is another good onboarding example. Trello’s onboarding process is simple and yet effective. Trello’s onboarding process is simple, yet effective. Once you sign up, you’re taken to a welcome screen that explains how the software works. Then, you’re encouraged to create your first board and start exploring the platform. Trello also includes a product onboarding checklist in the form of a “Getting Started” guide that walks you through the basics.

Last but not least, we have HubSpot. HubSpot’s onboarding process is all about customization. When you sign up, you’re asked a series of questions to help personalize your experience. From there, you’re taken on a guided tour of the platform that’s tailored to your specific needs. And, of course, HubSpot provides a checklist for product onboarding to make sure you don’t miss anything important.


3 Top Onboarding Softwares

Now you must have tenacity to create a winning product onboarding process. It’s time to choose the tools that make the onboarding process a reality.

Below are the best product adoption / onboarding tools for businesses. Have a look:


    1. – #1 No-Code Onboarding Platform
    2. Whatfix – In-App tours
    3. Userlist – Email Onboarding


Image Source – Eyelet

Eyelet is a highly efficient and user-friendly platform that enables the creation of compelling product tours, surveys, and in-app announcements with remarkable speed and ease.




Image Source – whatfix

Whatfix is a comprehensive Digital Adoption Platform (DAP) that enables the creation of interactive product tours. In addition, it offers additional features such as customer feedback collection, in-app messaging, product analytics tracking, and more.




Image Source – Userlist

Userlist is a specialized email automation tool tailored for SaaS brands, rendering it an optimal solution for your user onboarding necessities.



Product onboarding is crucial for every SaaS business. It helps users understand the features, learn how to use it effectively, and get the most value from their investment. Effective onboarding helps reduce the learning curve for users and minimize the risk of frustration. For example – FreshLearn – the course-only platform & one of the popular Teachable alternatives, has increased user retention and satisfaction by providing a seamless onboarding experience, resulting in more positive reviews, referrals, and increased revenue.

Onboarding software such as helps automate the process, making it more efficient and scalable. Try it now.


Product Onboarding FAQs


What are some best practices for product onboarding?

Some best practices for product onboarding include keeping the process simple and user-friendly, providing clear and concise instructions, and using visuals and interactive elements to engage users.


What are some common mistakes to avoid during product onboarding?

Common mistakes to avoid during product onboarding include overwhelming users with too much information, using technical jargon that users may not understand, and failing to personalize the experience for different user groups.


How can you measure the effectiveness of product onboarding?

You can measure the effectiveness of product onboarding by tracking user engagement and adoption rates, gathering feedback through surveys or user testing, and monitoring user retention and satisfaction over time.


What are some automation tools or resources that can help with product onboarding?

Some tools or resources that can help with product onboarding include onboarding automation platforms such as Eyelet, user onboarding templates, and user testing and feedback tools. Eyelet is a user-friendly tool that eases user onboarding procedures and enhances user experiences by 33% without requiring programming expertise. Additionally, working with a team of UX designers and product experts can be invaluable in creating a successful onboarding experience.

Divya is a marketer, nature lover & startup enthusiast. Founder of Unifiedist. She has an immaculate experience in SaaS SEO & GTM strategy. She always follows her instinct and travels with her Ikigai.

Divya Rajendran

Guest author