Everything you need to know about onboarding customers onto your product
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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.