Turn every new customer’s first weeks into a clear, guided path. The Onboarding Hub packages setup steps, integrations, and first outcomes into one bingeable page - so customers reach value faster and your team spends less time chasing checklists.
Who it’s for
Customer Success & Implementation teams
Product/Onboarding managers
Early-stage customers (weeks 0–6)
Why it matters
Clear onboarding reduces time-to-first-value and churn risk. When customers can watch, follow, and verify each step on a single page, they complete setup sooner, open fewer tickets, and are ready for expansion conversations earlier.
How it works (TOF → MOF → BOF)
TOF (Social / Post-kickoff nudges):
Share 20–40s “Getting started” clips (one per milestone) in the welcome email/Slack. Each clip links to the Hub on your site.
MOF (On-Site Hub):
A Replay page that includes:
Chapters: Setup → Integrations → First Outcome
Transcript + searchable timeline
Downloadable checklists and quick links (docs, API keys, sample data)
Progress notes: “✅ Step 1 done, next up: Connect CRM”
BOF (Conversion & Success):
Primary CTAs: “Schedule a Success Check” (embedded calendar) · “Verify your setup” (quick form / checklist submit).
Secondary: “Invite your team” · “See advanced tips”
KPIs: Time-to-first-value · Setup completion · Support tickets.
Automation: Completion of 3+ chapters → invite to success check; missing step → reminder.