A step-by-step system to design, test, and improve onboarding that drives your adoption.
Audit your flow
Use the Onboarding Flow Audit Template to map every step and spot friction.
Get inspired
Learn from 73 world-class onboarding examples in the Swipe File.
Design smarter flows
Build branched free trial experiences tailored by role and motivation.
Find drop-offs
Apply the Drop-off Analysis Template to catch churn before it happens.
Turn insights into fixes
Use the 5-Step Growth Flow Review (with Dropbox example) to connect onboarding to real business outcomes.
Run a final check
Sanity check your experience against the Onboarding Checklist of must-haves.
Shorten time-to-value
Get users to their “aha” moment faster.
Boost activation & adoption
Flows built on proven best practices.
Lower churn risk
Identify and fix drop-off points early
Present clear proof of impact
Frameworks you can bring to your next QBR.
Whether you’re in Customer Success, Lifecycle Marketing, or Product Growth, this toolkit gives you a clear, repeatable process to improve onboarding.
Without starting from scratch.
Six practical resources you can put to work today.
