Everything you need to know about onboarding customers onto your product

Cherryleaf’s elearning course on content for customer onboarding gives you the foundations for onboarding new users in an effective way.

The course includes onboarding exercises on a sample application for you to complete and review.

Why attend this course?

Onboarding new users is something that many organisations need to do, but very few have had any formal training in how to do it. Sometimes, the result is that the information can be unclear and not fit its purpose. Creating them can also take a lot of time, especially if they need to be changed frequently.

Who is this course for?

This course is for anyone developing software and who needs to develop onboarding content.

What will I learn?

The different ways to guide users – and when to use them
How to set your goals for onboarding
Understanding and mapping the user journey
How to prioritise the key onboarding actions
How to write clearly, even if writing doesn’t come naturally
Confidence in the work you produce

Topics covered

Introduction
What is onboarding?
- The different types of onboarding
- Why onboard?
- Why not onboard?
About the project and exercises
What is your goal?
Who is your target audience?
Information design and learning theory
Designing for the key actions
- Onboarding paths
Customer journey mapping
Types of guidance
Writing the content
Software tools for creating and delivering the content
Testing and measuring it works
Maintenance and governance
Checklists
Action plan for your first 90 days

Delivery format

The course comprises 15 modules in total, which you can complete at your own pace.

The course modules are delivered via the Web in small, manageable modules. With the exercises, each delegate will need to allocate around seven hours to complete the course.

Our expertise

As well as teaching technical communication, we also create end-user documentation, Help, onboarding and UI text for clients. This means every course is based on practical experience of technical communication in today’s environment.

Your Instructor

Cherryleaf

Cherryleaf is a technical writing services company formed in 2002 by people with a passion for technical communication and learning development.

Cherryleaf is recognised as a leader within the technical communication profession. Our staff have written articles for the Society for Technical Communication's (STC) Intercom magazine, the Institute of Scientific and Technical Communicator's Communicator journal and tekom's TCWorld magazine. They've also written books on technical communication. We've presented webinars for Adobe, Madcap Software or the STC, and we've spoken at various conferences around the world.

Today, organisations throughout Europe use Cherryleaf’s services so they can provide clear information that enables users and staff to complete tasks productively.

Course Curriculum

First Section

Introduction (7:43)
Project for the exercises
What is onboarding? (3:13)
Why onboard? (12:03)
Why not onboard? (5:06)
What is your goal? (20:08)
Who is your audience? (7:11)
Information Design and learning theories (15:52)
Journey mapping (21:46)
Types of guidance (45:01)
Onboarding outside the product (13:45)
Writing the content (11:24)
Software (23:52)
Measuring (14:29)
Governance (7:17)
Summary (2:41)
Next steps

Frequently Asked Questions

When does the course start and finish?

The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.

How long do I have access to the course?

How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.

What if I am unhappy with the course?

We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Creating user onboarding content