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A simple checklist is often one of the best tools for that. As productivity guru Atul Gawande writes in The Checklist Manifesto, “Under conditions of complexity, not only are checklists a help, they are required for success.”

Checklists break a complicated system into small steps that are easy to accomplish. They hook into psychological principles, creating motivation for new users to actually complete onboarding tasks. From scheduling a social media post to creating a channel in a chat app, breaking these desired actions into small, simple steps is the key to actually getting people to do them.

In this article, we’ll look at five different examples of how products use checklists to drive success in user onboarding.

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    Chintan Zalani

    almost 2 years ago #

    Some insightful examples with actionable takeaways there, Paige. Thanks for sharing :)

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    Dhruv Mehta

    about 1 year ago #

    Great insights on "onboarding checklist"!! @paigepicard

    Apart from guiding visitors while onboarding, it's important to support them while they are passing through the process.

    Acquire Co-Browsing software (https://acquire.io/co-browsing/) is the one stop solution for all onboarding needs. I can personally recommend this tool as I used that in the past.

    The agents with the help of software can troubleshoot user's sign up queries with highlighting tools.

  • AH

    Adam Holmgren

    about 1 year ago #

    Really great, an interesting piece!

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