template

User onboarding flow audit template

An outline of the necessary steps new users must take to reach each milestone in their journey toward becoming regular users.

TEMPLATE TYPE:

Notion

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CONTRIBUTED BY

Ramli John

Content Programming Director

Appcues

50-100 EMPLOYEES
SERIES B
B2B
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Note from the contributor
My user onboarding flow audit template will help you rigorously go through each onboarding flow step to determine which ones are mission-critical or unnecessary. I love it because it’s a great way to reduce your product’s time-to-value.

About this template

The user onboarding flow audit is your guide to help new users become regulars. Use each column to catalog every step a user takes in your onboarding, including things like: filling out a form, clicking a button, watching a video, or completing a task.

After you’ve listed every step in your onboarding experience, you can prioritize these actions by labeling them as "Cut" (not essential), "Delay" (can wait), or "Mission Critical" (top priority).

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How to use this template: