How to Deliver Personalized Onboarding and Improve User Experience

Personalized onboarding tailors the onboarding experience to individual users' needs by guiding them directly to key actions they need to understand product value quickly. This can be achieved through various methods such as product tours, in-app messaging, and personalized flows. Segmenting users from the moment they sign up is crucial for understanding their needs and categorizing them based on roles or jobs to be done. Offering different next steps for each segment ensures that users are guided through relevant features within the product. Providing various onboarding options such as high-touch (e.g., 1-on-1 calls) and low-touch (e.g., in-app guidance) allows for a more personalized experience. Personalizing the onboarding experience for teams involves understanding organizational wants and needs, offering kick-off calls, team walkthroughs, and shared docs with onboarding goals. Examples of successful personalized onboarding include Notion, Apple Music, and Twitter.