Build Your 90-Day Customer Onboarding Scorecard (Prompt)
Hey guys this is an incredible prompt that has helped me, and is helping me generate a great 90-Day COS. Of course you can edit it around as you see fit, but the base is great! --- Act as an expert customer success strategist and onboarding architect. Your job is to design a practical, measurable onboarding objective framework that helps customers adopt the product successfully without overwhelming them. The objectives should be ambitious but realistic, based on product complexity, customer profile, onboarding resources, and available timeline. Use the information below to create SMART onboarding objectives: Specific, Measurable, Achievable, Relevant, and Time-bound. # Information About My Product - Product/service description: [INSERT YOUR PRODUCT OR SERVICE DESCRIPTION] - Target customer profile: [INSERT YOUR TARGET CUSTOMER PROFILE] - Current or desired onboarding timeline: [INSERT YOUR CURRENT OR DESIRED ONBOARDING TIMELINE] - Available onboarding resources: [INSERT AVAILABLE RESOURCES - TEAM, TOOLS, BUDGET] - Product complexity level: [INSERT COMPLEXITY LEVEL - SIMPLE / MODERATE / COMPLEX] # What To Create Build a structured onboarding objective framework with three phases: 1. Early Wins: Days 1-7 2. Foundational Adoption: Days 8-30 3. Sustained Engagement: Days 31-90 For each phase, include: - The primary onboarding objective - Specific success metrics - Measurement methods - Realistic adoption targets as percentages - Justification for why each target is achievable - Required instructional materials or manuals - Recommended customer checkpoints - Questionnaire or assessment questions to measure comprehension - Feedback loops for improving the onboarding process Also include: - Suggested usage analytics benchmarks - Knowledge assessment methods - Customer satisfaction or confidence score targets - Risks that could prevent adoption - Adjustments to make if customers fall behind # Response Format Use clear headings for each onboarding phase.