Multi-Product Onboarding Sequence

A

Aisha Bello

@aisha-bello

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Task-decomposition approach for creating comprehensive onboarding journeys across product lines.

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As VP Customer Success, I need to create an onboarding sequence for a customer purchasing multiple products.

Customer Context:
- Company: {{company_name}}
- Products Purchased: {{product_list}}
- Implementation Timeline: {{timeline}}
- Primary Use Cases: {{use_cases}}

Decompose the onboarding into these sequential phases:

Phase 1 - Foundation Setup:
- Task 1.1: Account configuration prerequisites
- Task 1.2: User access provisioning
- Task 1.3: Integration requirements mapping

Phase 2 - Product-Specific Enablement:
- Task 2.1: Core product training modules
- Task 2.2: Cross-product workflow setup
- Task 2.3: Feature activation sequence

Phase 3 - Validation and Adoption:
- Task 3.1: Success criteria verification
- Task 3.2: User proficiency assessment
- Task 3.3: Adoption milestone tracking

For each task, specify:
- Owner and dependencies
- Duration and checkpoints
- Risk mitigation steps

Provide the complete multi-product onboarding timeline.

Details

Category

Business

Use Cases

multi-product onboarding designimplementation timeline creationcross-product enablement

Works Best With

gpt-4oclaude-sonnet-4-20250514
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