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

CONTRIBUTED BY

Ramli John

Content Programming Director

Appcues

50-100 EMPLOYEES
SERIES B
B2B
GET THE TEMPLATEDOWNLOAD TEMPLATE
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).

How to use this template: