User onboarding checklistA checklist for a new user’s first weeks.
Twenty-one checks across five stages, from the sign-up page to the habit weeks later. Tick them off as you review your own onboarding, then copy or download the list for your team.
The checklist
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How to use it.
Sign up for your own product with a new email and go through it as a new user would, ticking each item you can honestly say yes to. The unticked ones are your list, in the order a new user meets them.
Start with the first session. That is where new users decide whether to come back, and it is usually the cheapest stage to fix. Then measure your activation rate before and after each change.
Two items, “ask how to do something from inside the product” and “answered in the product, not only in a help article”, are where Stiro fits: new users ask in their own words, and an in-app AI agent does the steps for them while they watch. For the full picture of onboarding, see the user onboarding guide.
Onboarding checklist questions.
What is a user onboarding checklist?
A list of what a new user needs to see, do and understand to get value from your product, stage by stage, from the sign-up page to the habit weeks later. Teams use it to review their own onboarding and find the steps where people stop.
What should be in a SaaS onboarding checklist?
A clear first step after sign-up, empty screens that explain themselves, the shortest path to your activation event, help at the moment of need, a nudge for users who stall, easy team invites, and a way to reach your team when stuck. Then a habit of checking it all after each release.
How is this different from a customer onboarding checklist?
A customer onboarding checklist usually covers a whole account: kick-off calls, contracts, data migration, training. This one is about each user’s own path inside the product. Larger accounts often need both.
How often should we review our onboarding?
After every release that touches the screens new users see, and once a month with fresh data: activation rate, where sign-ups stopped, and the most common “how do I” questions.
Where does Stiro fit?
Stiro covers the “ask from inside the product” and “help at the moment of need” items. New users say what they want in their own words and an in-app AI agent does the steps in your product while they watch. It reads the live screen, so it doesn’t need updating when your onboarding changes.
Let your users just ask.
Stiro does the steps in your app for your users. One script tag, 50 runs a month free, no card.