The Customer Success Café Newsletter

The Customer Success Café Newsletter

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The Customer Success Café Newsletter
User Onboarding: Challenges & Best Practices
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User Onboarding: Challenges & Best Practices

Hakan @ The CS Café Newsletter's avatar
Hakan @ The CS Café Newsletter
Oct 01, 2024
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The Customer Success Café Newsletter
The Customer Success Café Newsletter
User Onboarding: Challenges & Best Practices
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User onboarding is a key phase in the customer journey. And yet it remains one of the most challenging aspects for many companies.

You've likely encountered different friction points in the onboarding process so far.

But are these challenges similar for all customers? And how have they changed over time?

Here’s the current state of user onboarding and a few practical ways you can nail the entire experience for your customers:

Persistent Onboarding Challenges

While technology and user expectations have evolved, some onboarding issues seem to persist year after year:

  1. Unclear instructions

    Users often struggle when steps aren't clearly explained or are too technical.

    💡A study by Talmundo revealed that only 39% of employees consider their onboarding process to be clear.

  2. Overly complex setup

    Lengthy or complicated setup processes can overwhelm and frustrate new users.

    💡In fact, 55% of customers would stop using a product or service they don't understand.

  3. Lack of feature guidance

    Failing to highlight key features can leave users unsure of how to derive value from the product.

  4. Information overload

    Bombarding users with too much information upfront can be counterproductive. 💡60% of employees reported feeling disoriented after their latest online onboarding experience.

  5. Inconsistent communication

    Users may feel lost if they don't know where to turn for help during onboarding.

Emerging Trends in Onboarding Friction

As products and user expectations evolve, new challenges are emerging:

  1. Personalization demands

    Users increasingly expect onboarding tailored to their specific needs and use cases.

    💡35% of employees value training and development initiatives among the top three most important offerings.

  2. Integration complexities

    As software ecosystems grow more complex, integrating new tools can be a major hurdle.

  3. Mobile-first expectations

    Many users now expect a smooth onboarding experience on mobile devices.

    💡75% of users abandon an app within the first week if it is difficult to use.

  4. Data privacy concerns: Increased awareness of data privacy can make users hesitant to provide necessary information during onboarding.


Need a powerful template to onboard your customers? Check out my ultimate 10-Step Customer Onboarding Template. Stop wasting your time reinventing the wheel. It's an all-in-one resource to bookmark and add to your favorites now!


🔒Advanced Onboarding Strategies

We've only scratched the surface of user onboarding challenges and solutions.

For deeper insights, upgrade to premium and access:

  1. Detailed strategies for improving the onboarding experience

  2. Expert predictions on the future of user onboarding

  3. Case studies of successful onboarding transformations

  4. 🤖 Listen to the AI digest of the full Premium Section

"I love how the premium content goes deep into real-world examples. It's like having a mentor in my inbox every week!" -Lisa M., Head of Customer Experience

Upgrade To Premium Now


1. Improving the Onboarding Experience

To address these challenges and create a smoother onboarding process, here are the key strategies you should consider:

🎧NEW: Listen to what AI 'thinks' about today's edition in this first-ever AI fireside chat. Enjoy a breakdown of my content while you're on the go! Let me know if you like this format, and I'll create more of these AI-powered discussions for future editions:

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