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Frequently Asked Questions
What do I get at the end of the Onboarding Growth Sprint?
By the end of the Onboarding Growth Sprint, you'll get a Figma file and Google Doc that includes:
1. A map of your new customer onboarding flow.
2. Wireframes for your in-product onboarding experience with ready-to-use copy and UI patterns (i.e., empty states, checklists, hotspots, etc.)
3. Messaging guidelines for onboarding emails and (if it applies) sales/CS outreach.
How long does the process take?
The Onboarding Strategy Sprint should take two to three weeks.
However, this timeline depends on how quickly your team can provide feedback. Be prepared to sync with your team in a timely manner to keep the final stage of the process moving forward.
What kind of companies do you generally work with?
I typically work with growth-stage B2B startups and larger organizations with some form of sales or customer success interaction in the purchase and onboarding process.
I also work with product-led B2B companies with a pure self-serve onboarding process that have a team that regularly talks to their customers. If needed, I can help them develop a deeper understanding of their best customers first through user research.
I have worked with some B2C companies, but generally only where the product is a considered purchase (i.e., it requires some form of sales or customer success interaction in the onboarding process).
On the other hand, I generally don't work with very early-stage, pre-revenue startups.
Do you work with B2B and B2C companies?
I mainly work with B2B companies. For 17 years, I worked for and with companies that sold to businesses.
I have worked with some B2C companies, but generally only where the product is a considered purchase (i.e., it requires some form of sales or customer success interaction in the onboarding process).
What's the investment for the Onboarding Growth Sprint?
The Onboarding Growth Sprint is a one-time investment of $15,000 USD for one product.
Some companies have multiple products. For example, HubSpot has the following products: Marketing Hub, Sales Hub, Support Hub, Operations Hub, and Commerce Hub.
If they wanted to work with me for two products, it'd be $15,000 for the first product (e.g., Marketing Hub) and $8,000 per extra products (e.g., Sales Hub), for a total of $22,000.
Do you offer a package for early-stage post-revenue startups?
For companies with 10 or fewer full-time team members (including the founders) AND generate less than $1 million in annual revenue, the investment for the Onboarding Growth Sprint is $9,500.
Note that I don't work with pre-revenue or very early-stage companies.
At that stage, the founders should (as Paul Graham said) "do things that don't scale." That means onboarding customers one-on-one via live calls. I recommend you read my book Product-Led Onboarding to understand better how to build a habit-forming user onboarding experience.
Will you write the copy for my onboarding emails or create polished, on-brand designs?
No, it doesn't include copy for onboarding emails and on-brand designs that you can hand off to your engineering team.
The deliverables of the Onboarding Growth Sprint are the messaging guidelines and strategy for your onboarding communications and a Figma file with low-fidelity onboarding wireframes, which includes a loose suggested layout of the section (i.e., text on the left, picture on the right).
I've partnered with onboarding copywriters and designers to help you with this. I'm happy to make recommendations.
How do we get started?
If you'd like to move forward, grab a spot on my calendar. After we chat briefly, I'll send a lightweight contract and payment link. Once you sign and pay, I'll send additional scheduling links for your 90-minute Onboarding Strategy Sprint Workshop.
Do you offer monthly growth or CX advisory services?
Yes, I do.
It's typically only for companies that have gone through my Onboarding Strategy Sprint. In those cases, I provide implementation and execution advice for the onboarding and growth strategy we create during the Onboarding Strategy Sprint process.
But, I have worked as a product-led growth advisor with companies that have a solid growth and onboarding strategy.
If you're interested, you can grab a spot on my calendar.