template

User onboarding checklist

A 17-point user onboarding checklist to take stock of your current onboarding experience.

TEMPLATE TYPE:

Google Doc

DOWNLOAD TEMPLATEGET THE TEMPLATE
CONTRIBUTED BY

Ramli John

Content Programming Director

Appcues

50-100 EMPLOYEES
SERIES B
B2B
GET THE TEMPLATEdownload template
Note from the contributor
If you know me, I love checklists. I have one for my day-to-day tasks, shopping list, and (yes) even for auditing and reviewing onboarding experiences. This 17-point checklist is what I look for in world-class onboarding experiences.

About this template

While every user onboarding experience is different (as they should be!), there are core elements you should include to help users find value in your product faster. 

Does your onboarding experience include social proof? Too many irrelevant fields? Our checklist helps you audit your user onboarding to provide the best possible user experience. 

‍

‍

How to use this template: 

Use this 17-point onboarding checklist by evaluating your onboarding across 3 core stages: 

  1. Pre-sign-up 
  2. Sign-up
  3. First product experience