template

Branched free trial onboarding template

A comprehensive visual guide that illustrates different paths new users can navigate during a free trial of a new product.

TEMPLATE TYPE:

Miro board

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CONTRIBUTED BY

Eric Keating

VP of Marketing

Appcues

50-100 EMPLOYEES
SERIES B
B2B
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Note from the contributor
Asking a few upfront questions in your onboarding flow can help you deliver a highly-relevant and personalized experience to every new user. That's exactly what we did with Appcues' latest onboarding flow, and this template maps it all out for you.

About this template

Use this Miro board to help you structure your free trial user onboarding experience—segmenting users by role, app type, and motivation to chart their optimal path forward. 

Using the prompts in this branched onboarding framework, determine how to: 

  • Segment users by interest to serve them use case vs. feature-specific product tours 
  • Guide users who want to explore a product on their own 
  • Direct users who are ready to install to relevant resources 

branched free trial onboarding template in Miro

How to use this template:

Starting from left to right, map your user onboarding free trial experience to match the Miro board. Fill in your different roles, use cases, and motivations under each designated space. 

Remember, every business is different—so you might not be able to use this exact template. Copy the sections that fit your product and use this as a guide to structure your own free trial experience.