5 Tips to Create a Product Onboarding Checklist

Creating a product may be difficult. After you have built your product, you need to onboard new customers and ensure that they convert. This is the most crucial part: guaranteeing that your customers have a positive experience. Here are six tips for establishing a product onboarding checklist that will help you attract more customers to have a positive experience and engage them.

1) Keep your product onboarding checklists as simple as possible

A checklist’s entire purpose is to take a rather sophisticated and drawn-out topic and reduce it down into a series of easy actions.

With the case of an email newsletter tool, for example, the checklist may assist users in sending their first email. If you’re unfamiliar with the product, this might be a difficult chore.

A checklist would split it down into smaller steps. As a result, you’d get something like this:

  • Import your target audience.
    Select a template.
  • Write your email.
  • Schedule your email.
  • Send your campaign.

You make it easy for your users to follow the stages by reducing major goals down into manageable activities.

It’s also important to note that your user has little familiarity with your product at this point. This emphasizes the importance of keeping things simple.

2) Users have to be in charge from the start

Help the user feel like they are in charge from the start. They’ll get a headstart on their tasks and feel more confident in their progress. Instead of having to take time out to figure out what they should be working on, they can jump right into it. Users will likely be more motivated to complete their tasks and stick around if they feel in charge.

Oftentimes, people don’t know where they should start. By demonstrating the key actions and giving them an easy to follow path, you are giving them a clear starting point. On your website, this can be done by providing them with a guide or tutorial. This does not only give users a sense of clarity about what to do next, but also helps in understanding your product more thoroughly.

3) Incorporating a Progress Bar into Your Product Onboarding Checklist

When you onboard a new user for your product, you usually have 2 options for how to do it: either walk a user through the onboarding process one step at a time OR take a shortcut and just dump all the steps into the process. While step by step instruction works best for some products (mostly consumer apps), others can benefit from taking a shortcut and dumping it all at once. Instead of displaying text message after text message, what if you were to displays things as a graphical interface? A progress bar.

4) Make User Onboarding A Game

Onboarding is the most important part of your business. It is where you set the stage for your users to love and adopt your product. Most companies spend a ton of time designing comprehensive onboarding flows that wind up boring and confusing their users more than helping them. But what if you could harness the simplicity of games and apply similar techniques to your onboarding flows? This would provide a lower barrier of entry into your application and encourage users to learn and understand it faster, ultimately making them love your product more.

5) Give a Quick Win

Checklists may be intimidating, especially when dealing with more complicated products. As a result, it’s ideal to provide your users with a quick win right away.

This gives your users the motivation they need to do the rest of the things on the checklist. It also makes use of the built-in progress effect.

Make the quick win an important part of your offering if you can.

Giving your users a quick win can help them stay motivated as they progress through your user onboarding checklist.


As you can see, creation of a checklist is just one component of product onboarding. It’s important to fully integrate it into the process, so that it’s simply another step in the overall design process. Ideally, onboarding should be a funnel that slowly introduces people to your product and what it can do. Every step should add to this experience, and the checklist is no exception. Creating an onboarding checklist can seem like a daunting task, but with the right tools and team effort, you can create a smooth and simple onboarding process for your customers and potential customers.

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Luis Cordero Schiffmann
Luis Cordero Schiffmann
Digital Marketing Strategist & Web3 Passionate MBA with expertise in Science, Technology, and Innovation. I'm a big fan of the crypto revolution, the internet and business.