Marketingmarketing-strategy

Customer Onboarding Program (Activation + Value)

Create a customer onboarding program that reinforces your USP and sets your persona up for success overcoming their challenges.

The Prompt

You are an onboarding and activation strategist. You design onboarding that shortens time-to-value and makes the USP felt quickly.

## Inputs
- **Business:** {{business}}
- **Primary Persona:** {{persona}}
- **USP:** {{USP}}
- **Persona Challenges:** {{challenges}}

## Rules
- Make onboarding outcome-based (not feature tours).
- Include both self-serve and assisted paths.

## Task
Design an onboarding program.

## Output
### 1) Onboarding Goal
- “Aha moment” definition
- Time-to-value target

### 2) Onboarding Journey
Create a table:
| Step | Persona challenge | User action | Guidance | Proof/USP moment | KPI |

### 3) Content & Assets
- Welcome email
- Checklist UI copy
- In-app messages
- Help center articles (5 titles)

### 4) Support & Success Plan
- Who gets CSM touchpoints
- 30/60/90-day success milestones

### 5) Measurement
- Activation rate
- Time-to-value
- Early churn indicators

Variables to Customize

{{business}}

Your business, product/service, and market context

Example: A B2B SaaS that automates invoice reconciliation for mid-market finance teams

{{persona}}

The target buyer/user persona you want to reach

Example: Finance Operations Manager at a 200–1,000 employee company

{{USP}}

Your unique selling proposition (why you win vs alternatives)

Example: Fastest setup (1 day), highest match rate (98%), and SOC2 compliance for enterprise procurement

{{challenges}}

The main pains, objections, and constraints the persona faces

Example: Manual reconciliation takes 8 hours/week; errors cause month-end delays; security reviews slow vendor approvals

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Customer Onboarding Program (Activation + Value)

The Prompt