Product Management: A Guide to Product-Led Onboarding from Udemy

Welcome to Product Management: A Guide to Product-Led Onboarding. Just like dating, your company's growth depends on first impressions. And most growth problems start with onboarding, when people signup & leave.For many companies (particularly in the SaaS space), the following problems are all too familiar:- Free accounts don't convert to paid nearly as often as you would like.

- A big chuck of users never experience the value of your product.

- You have a lot of "dead accounts" that cannot be revived.I created this course to help you fix onboarding. Its packed with practical, real-world experiences that I’ve gained working with Product teams around the world.What you’ll get from this course.

In this course, you’ll learn:1. Why user onboarding is critical to your company's success

2. A 5 step framework for turning users into lifelong customers

3. How to document, evaluate and improve your current onboarding process

4. The 3 key milestones for measuring onboarding success

Also, I'll supply you with 8 MIRO Product Onboarding Templates that you'll be able to copy. That way you can quickly get started applying what you've learned at your own workplace.Why learn Product-Led Onboarding?

The demand for the "modern" Product Manager is growing rapidly. In fact, LinkedIn ranks "Product Manager" as one of the most promising jobs, with 29% year-over-year growth. More and more companies are finally figuring out how important this discipline and this role are to their success. But Product Management practices are also widely misunderstood, with most product initiatives failing to launch. And of those that do launch, only a fraction delivers value to the intended customers. In a field where so many teams follow counter-productive practices, copying others won't work.Don't Imitate. Understand.

This course will teach you proven onboarding techniques used by top product teams. And the practical portion will give you real-world skills that you can apply immediately. If you're a Product Manager looking to level up your product onboarding skills or are trying to transition into a new career, this course will help prepare you for success. And if you work in a related role (Business Analyst, Project Manager, Developer, etc), you’re also in the right place.What if I have questions?

I offer full support, answering any questions you have 7 days a week (whereas many instructors answer just once per week, or not at all). This means you’ll never find yourself stuck on one lesson for days. With my hand-holding guidance, you’ll progress smoothly through this course without any major roadblocks.

So Let’s Do This. Enroll now and sharpen your product discovery skills. See you on the inside.

What's inside

Learning objectives

Why user onboarding is critical to your company's success
A 5 step framework for turning users into lifelong customers
How to document, evaluate and improve your current onboarding process

Get 8 miro onboarding templates with guidance on how to adapt them to your workplace
The 3 key milestones for measuring onboarding success

Why user onboarding is critical to your company's success
A 5 step framework for turning users into lifelong customers
How to document, evaluate and improve your current onboarding process
Get 8 miro onboarding templates with guidance on how to adapt them to your workplace
The 3 key milestones for measuring onboarding success

Syllabus

Introduction

Welcome & Course Overview

What is User Onboarding?

Meet Your Instructor

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Provides a five-step framework for converting users into loyal, long-term customers, which is a core objective for product-led growth strategies

Includes Miro templates, which can help product teams quickly visualize and implement onboarding strategies in a collaborative environment

Explores the concept of 'Product-Led Onboarding,' which is a modern approach that emphasizes the product itself as the primary driver of user acquisition and retention

Requires familiarity with Miro, a collaborative whiteboard platform, which may require some learners to acquire new software skills

Teaches techniques for documenting and evaluating current onboarding processes, which is essential for identifying areas of improvement and optimizing user experience

Reviews summary

Product-led onboarding framework & practice

According to learners, this course provides a highly practical and immediately applicable guide to product-led onboarding. Many appreciate the clear 5-step framework and the inclusion of useful Miro templates, finding they provide a structured approach and save time. Students also frequently highlight the instructor's responsiveness in answering questions, which helps prevent getting stuck. While the content is seen as a solid foundation and well-structured, some more experienced product professionals note that certain sections felt introductory. Overall, it is considered excellent for improving user onboarding processes.

Great foundation, potentially basic for pros.

"The framework is solid, but the course felt a little basic in places. If you're already an experienced PM, you might find some sections redundant."

"Good for beginners, less so for intermediate/experienced PMs."

"Solid foundation."

"This course is perfect for beginners in product management or those new to the concept of product-led onboarding."

Responsive instructor helps with questions.

"The instructor is very responsive in the Q&A section."

"The instructor's availability for questions is a big plus."

"Instructor is very responsive."

"I found the instructor very helpful when I had questions."

Structured steps and valuable templates.

"The 5-step framework is clear and easy to follow. I especially appreciated the Miro templates; they saved me so much time!"

"Loved the templates and the clear steps."

"The content is structured logically..."

"The framework is solid..."

Highly applicable strategies for your job.

"This course was incredibly practical and immediately applicable to my job as a Product Manager."

"The practical exercises and templates made a huge difference in applying the concepts."

"I learned actionable strategies."

"It gave me a structured way to think about and improve our user onboarding process. Definitely recommend."

Could use more advanced topics.

"Some parts felt a bit theoretical, and I wished there were more real-world case studies or examples from different industries."

"I think it could benefit from more depth on A/B testing onboarding flows."

"Okay course. Framework is fine, but expected more advanced techniques."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Product Management: A Guide to Product-Led Onboarding with these activities:

Review SaaS Basics

Show steps

Refresh your understanding of SaaS business models and key metrics to better grasp the context of product-led onboarding.

Browse courses on Software as a Service

Show steps

Review articles on SaaS metrics.
Summarize key SaaS concepts.

Read 'The Mom Test'

Show steps

Learn how to conduct effective customer interviews to understand user needs and improve onboarding.

View Melania on Amazon

Show steps

Read the book 'The Mom Test'.
Identify key interviewing techniques.
Practice asking open-ended questions.

Analyze a competitor's onboarding flow

Show steps

Apply the course framework to a real-world example by analyzing a competitor's onboarding process and identifying areas for improvement.

Show steps

Choose a competitor product.
Sign up and experience the onboarding flow.
Document each step of the process.
Identify strengths and weaknesses.
Suggest improvements based on the course framework.

Four other activities

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Show all seven activities

Create a Miro template for onboarding

Show steps

Solidify your understanding by creating a Miro template that can be used to document, evaluate, and improve onboarding processes.

Show steps

Review the course's Miro templates.
Identify a specific onboarding challenge.
Design a Miro template to address the challenge.
Test the template with a sample user flow.

Develop an onboarding improvement plan

Show steps

Create a detailed plan for improving the onboarding process of a specific product, incorporating the course's framework and Miro templates.

Show steps

Choose a product to focus on.
Evaluate the current onboarding process.
Identify key areas for improvement.
Develop a detailed improvement plan.
Present the plan to stakeholders.

Read 'Hooked: How to Build Habit-Forming Products'

Show steps

Explore the psychology of habit formation to enhance user engagement during onboarding.

View Hooked: How to Build Habit-Forming Products on Amazon

Show steps

Read the book 'Hooked'.
Identify the four steps of the Hook Model.
Consider how to apply the Hook Model to onboarding.

Answer questions in product management forums

Show steps

Reinforce your learning by helping others with their product management questions, particularly those related to onboarding.

Show steps

Find relevant product management forums.
Search for questions related to onboarding.
Provide helpful and informative answers.

Career center

Learners who complete Product Management: A Guide to Product-Led Onboarding will develop knowledge and skills that may be useful to these careers:

Product Manager

The role of a Product Manager is critical to the success of any product-led company, as they oversee the strategy, roadmap, and feature definition of a product. This course on product-led onboarding is directly relevant, as effective onboarding is a key factor in user adoption, retention, and ultimately product success. A Product Manager involved with user onboarding must understand the five-step framework for turning users into lifelong customers. This Product Manager must also know how to document, evaluate, and improve the current onboarding process. Furthermore, the course provides practical experience through Miro templates, allowing the Product Manager to immediately apply learned concepts to improve onboarding at their workplace. This course provides insights into onboarding techniques used by well-regarded product teams.

See salaries and explore the career path for Product Manager

Growth Product Manager

A Growth Product Manager focuses on strategies to accelerate user growth and engagement, making user onboarding a central concern. This course is directly relevant, offering a deep dive into the strategies and tactics required to create an effective onboarding experience. A Growth Product Manager must understand the measurable benefits of good onboarding. A Growth Product Manager is sure to benefit from the course's frameworks for documenting, evaluating, and improving onboarding processes. The practical experience gained from applying the Miro templates, as well as the course's focus on continuous improvement, position a Growth Product Manager to significantly impact user growth metrics. This Product Manager role may require a graduate degree.

See salaries and explore the career path for Growth Product Manager

Customer Success Manager

A Customer Success Manager ensures customers achieve their desired outcomes while using a product, with onboarding being the initial and crucial step in this journey. This course is highly valuable for Customer Success Managers, providing a structured approach to understanding and optimizing the onboarding process. A Customer Success Manager benefits from the course's framework for turning users into lifelong customers. This course will help them document, evaluate, and improve the current onboarding process. The course's emphasis on identifying key onboarding milestones also aligns with the Customer Success Manager's goal of guiding customers towards realizing the full value of the product.

See salaries and explore the career path for Customer Success Manager

UX Designer

User experience is paramount. For a UX Designer, the initial onboarding experience is a critical touchpoint that shapes the user's perception of a product. This course on product-led onboarding provides insights into creating a seamless and engaging initial experience. A UX Designer benefits from knowing techniques to understand user behavior and motivations during the onboarding process. Also, this UX Designer should learn about ways to streamline and personalize the journey. The course's framework for continuous improvement also aligns with the iterative nature of UX design, enabling the UX Designer to refine the onboarding flow based on user feedback and data.

See salaries and explore the career path for UX Designer

Product Marketing Manager

Product Marketing Managers are responsible for communicating the value of a product to potential and existing users. Effective onboarding is key to demonstrating this value quickly and efficiently. This course helps Product Marketing Managers understand how to craft messaging and experiences that resonate with new users during the onboarding process. This Product Marketing Manager should learn about the course's emphasis on identifying key success milestones. Also, they may find the practical experience of documenting and evaluating onboarding flows is helpful to creating targeted messaging that drives user adoption. This position may require a graduate degree.

See salaries and explore the career path for Product Marketing Manager

Conversion Rate Optimizer

Conversion Rate Optimizers focus on increasing the percentage of website visitors or users who complete a desired action, such as signing up for a trial or becoming a paid customer. Because poor onboarding is a common reason why free accounts do not transition into paid accounts, this course is highly relevant. This course may help a Conversion Rate Optimizer improve the onboarding process. By improving the onboarding process, you can help more users experience the value of the product. This course may also help you document, evaluate, and improve the current onboarding process.

See salaries and explore the career path for Conversion Rate Optimizer

Customer Experience Analyst

A Customer Experience Analyst focuses on analyzing customer interactions and feedback to improve the overall experience. Onboarding is the first interaction a customer has with your company. This course on product-led onboarding may provide this Customer Experience Analyst with the proper knowledge. This course may help the Customer Experience Analyst understand why user onboarding is critical to a company's success. Also, this course may help them learn a five step framework for turning users into lifelong customers. This type of work usually requires a graduate degree.

See salaries and explore the career path for Customer Experience Analyst

Digital Marketing Specialist

A Digital Marketing Specialist executes marketing campaigns across digital channels. Onboarding is a vital stage in converting leads into active and engaged customers. This course may help the Digital Marketing Specialist improve the onboarding process. With the knowledge that the Digital Marketing Specialist gains from this course, they may know how to turn users into lifelong customers. Moreover, this course may help Digital Marketing Specialists learn how to document, evaluate and improve your current onboarding process.

See salaries and explore the career path for Digital Marketing Specialist

Sales Enablement Manager

The Sales Enablement Manager ensures the sales team has the resources and training needed to effectively sell a product. Effective onboarding is a crucial selling point and a key factor in customer retention. This course may help a Sales Enablement Manager understand the importance of onboarding. This course may help the Sales Enablement Manager learn how to document, evaluate and improve your current onboarding process. This type of work usually requires a graduate degree.

See salaries and explore the career path for Sales Enablement Manager

Technical Writer

Technical Writers create documentation to help users understand and use a product effectively. Clear and concise documentation is critical for a successful onboarding experience. This course may help the Technical Writer understand the importance of onboarding. This course may help the Technical Writer learn how to document, evaluate and improve your current onboarding process. For example, the eight MIRO templates may be helpful to the Technical Writer.

See salaries and explore the career path for Technical Writer

Data Analyst

Data Analysts interpret data to identify trends and insights that inform business decisions. Onboarding data can reveal points of friction and areas for improvement in the user journey. This course may help Data Analysts understand the importance of onboarding. This course may help the Data Analyst learn the 3 key milestones for measuring onboarding success. Also, this course may assist in documenting and evaluating the current onboarding process.

See salaries and explore the career path for Data Analyst

Business Development Associate

Business Development Associates are responsible for identifying and pursuing new business opportunities. Understanding user onboarding can help them identify products and strategies that will resonate with customers and drive revenue. This course may help the Business Development Associate learn why user onboarding is critical to a company's success. Also, it may help them turn users into lifelong customers. This role typically requires a graduate degree.

See salaries and explore the career path for Business Development Associate

Account Manager

Account Managers maintain relationships with existing clients, ensuring their satisfaction and identifying opportunities for upselling or cross-selling. This course may provide this Account Manager with the proper knowledge. It could teach them how to document, evaluate, and improve your current onboarding process. Doing so may help with improving retention rates among users.

See salaries and explore the career path for Account Manager

Marketing Coordinator

Marketing Coordinators support marketing teams by assisting with various tasks such as campaign execution, content creation, and data analysis. This course may help the Marketing Coordinator. The Miro onboarding templates may be particularly helpful in this role. This course may help Marketing Coordinators learn how to document, evaluate and improve your current onboarding process.

See salaries and explore the career path for Marketing Coordinator

Project Coordinator

Project Coordinator supports project managers by assisting with various tasks such as scheduling, documentation, and communication. Onboarding improvements may be a project being overseen. This course may help the Project Coordinator. The five step framework may be particularly helpful in this role. This course may help Project Coordinators learn how to document, evaluate and improve your current onboarding process.

See salaries and explore the career path for Project Coordinator

Product Management

A Guide to Product-Led Onboarding

What's inside

Learning objectives

Syllabus

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Reviews summary

Product-led onboarding framework & practice

Activities

Career center

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