Onboarding project | Actuals

Hi there, we'll take this one step at a time!

If you struggle with a blank canvas, use this boilerplate to start. Remember, this is a flexible resource—tweak it as needed. Some sections might not apply to your product and you might come up with great ideas not listed here, don't let be restricted.

This is not the only format, we would love to see you scope out a great format for your product!

Go wild and dive deep—we love well-researched documents that cover all bases with depth and understanding.

Let's Begin!

Define the ideal customer profile (ICP)?

(Do user calls to understand the customer for your product and come up with at least two ICP's)

(There are separate tables for both B2C and B2B products, put down your your ICP’s in a Table Format, use this as a reference.
This table makes it super clear for anyone to understand who your users are and what differentiates them)

B2C Table

Criteria	User 1	User 2
Name
Age
Demographics
(refer the table below)
Need
Pain Point
Solution
Behaviour
(refer the table below)
Perceived Value of Brand
Marketing Pitch
Goals
Frequency of use case
Average Spend on the product
Value Accessibility to product
Value Experience of the product
Note: This is not an exhaustive list, you know your product better, add/remove as per the context!

B2B Table:

Criteria	ICP1	ICP2
Name
Company Size
Location
Funding Raised
Industry Domain
Stage of the company
Organization Structure
Decision Maker
Decision Blocker
Frequency of use case
Products used
in workplace
Organisational
Goals
Preferred Outreach Channels
Conversion Time
GMV
Growth of company
Motivation
Organization Influence
Tools Utilized in workspace
Decision Time
Note: This is not an exhaustive list, you know your product better, add/remove as per the context!

Define user goals and JTBD

(Understand user goals and their JTBD on the platform. When looking at user goals, look at 4 themes, user goals will always be within one of the four)

Do user research to validate or invalidate these goals

(You want to talk to users and understand why they're signing up. What's the end goal for them and for what job are they "hiring" your product for)

Onboarding Teardown

Step 1 → Start right from your homepage or App listing page
Step 2 → Take screenshots of every single page and interaction throughout the onboarding right till activation.
Step 3 → Start by putting yourself in your customer's shoes. Have empathy for their pain points and then analyze the page/screen.

(this is not the only way to go about with the teardown, feel free to experiment here!)

Don't worry, you don't have to include biases but it's a good practice to start tagging things to their respective biases.
(We identify issues when we are able to tag/name them, yes another bias)

Defining your Activation Metric

Step 1 → Hypothesize at least 5 activation metrics that could be there for your product. (More the better)
Hypothesis 1: <Enter your one/two lines>
Reasoning: In about 5-6 lines explain why this could be an activation metric

Step 2 → After this, mention in detail all the metrics you'd be tracking and why are you tracking them?

we hope this helped you break the cold start problem!

Reminder: This is not the only format to follow, feel free to edit it as you wish!

URL

Hi there! We'll take this one step at a time

Projects and assignments are crucial for learning at GrowthX and we're here to support you with anything you need. If you struggle with a blank canvas, use this boilerplate to start. Remember, this is a flexible resource—tweak it as needed. Some sections might not apply to your product and you might come up with great ideas not listed here, don't let be restricted.

Go wild and dive deep—we love well-researched documents that cover all bases with depth and understanding.

Define the ideal customer profile (ICP)?

Do user calls to understand the customer for your product and come up with two ICP's.

(there are separate tables for both B2C and B2B products, put down your your ICP’s in a Table Format, use this as a reference.
This table makes it super clear for anyone to understand who your users are and what differentiates them. It also helps bring out the various details you have gone into understanding your users better)

B2C Table

Criteria	User 1	User 2
Name
Age
Demographics
(refer the table below)
Need
Pain Point
Solution
Behaviour
(refer the table below)
Perceived Value of Brand
Marketing Pitch
Goals
Frequency of use case
Average Spend on the product
Value Accessibility to product
Value Experience of the product
Notes

B2B Table:

Criteria	ICP1	ICP2
Name
Company Size
Location
Funding Raised
Industry Domain
Stage of the company
Organization Structure
Decision Maker
Decision Blocker
Frequency of use case
Products used
in workplace
Organisational
Goals
Preferred Outreach Channels
Conversion Time
GMV
Growth of company
Motivation
Organization Influence
Tools Utilized in workspace
Decision Time

Define user goals and JTBD

Understand user goals and their JTBD on the platform. When looking at user goals, look at 4 themes, user goals will always be within one of the four.

Personal Goals
Social Goals
Functional Goals
Financial Goals

For Cult:

Personal Goals —I want to lose weight for my upcoming vacation
Social Goals —I want to look good in all photos

For RazorpayX:

Functional Goals—I want to automate and track 50+ vendor payouts in a week
Financial Goals —I want to be tax compliant so I’m not fined later

Do user research to validate or invalidate these goals.

You want to talk to users and understand why they're signing up. What's the end goal for them and for what job are they "hiring" your product for.

Onboarding Teardown

What should the teardown include?

The entire onboarding process. Just like we did in the deep dive session —

Start right from your homepage or App listing page
Take screenshots of every single page and interaction throughout the onboarding right till activation.
Start by putting yourself in your customer's shoes. Have empathy for their pain points and then analyze the page/screen.

Here’s a list of things we’d recommend you evaluate your onboarding on:

Does this page/screen help get my job done?
How am I feeling while being on boarded for this product?
What part of the onboarding experience is giving me that aha moment?
What screens would you change/add and why?

Also, evaluate your onboarding on the cognitive biases.

Don't worry, you don't have to include biases but it's a good practice to start tagging things to their respective biases.
(We identify issues when we are able to tag/name them, yes another bias)