About the Field Guide
This guide serves as a playbook in developing an effective & scaleable onboarding program for your users that guides them to success. It will help you navigate through the challenges of onboarding to create best-in-class experiences and fight churn from the beginning.
The days of handing off customers to an onboarding team post-sale are long gone. With the rise of free trials and freemiums, customer onboarding frequently begins during the sales process and continues throughout the customer lifecycle from product training to new feature introduction and upselling new functionality.