Episode 31 Changing the Way We Think About Onboarding
Welcome to Episode 31 of Mastermind.fm! This week our resident masterminds Jean Galea and James Laws will tackle onboarding. We usually think about onboarding as bringing a new team member into the fold or something similar. Jean and James expand on the term and take a dive into onboarding as the gateway to getting folks engaged for the first time with your product, service, content, or whatever it is you're up to. It's a really interesting take, so don't miss out! As always, shownotes are below but don't miss the full conversation!
\nUpdates
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\n \t* James talks WordCamp Nashville
\n \t* Jean talks LoopConf in Fort Lauderdale & WordCamp Orlando
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\nOnboarding
\nJames was inspired by observations at WordCamp Nashville. Seeing users meet a product for the first time, use it, feel it, experience it for themselves, he realized they're much more motivated to give something new a try. That's the essence of onboarding- not just getting a new team member oriented or as pertains to a product, but a broader sense of the term that involves phases of a user's experience.
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\nHow do you make sure people get to know about your product and get that initial experience? James and Jean cover:
\nWhat is onboarding?
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\n \t* Just what is onboarding? How do we think about it?
\n \t* How does onboarding look from the outside with marketing and advertising?
\n \t* What can user onboarding look like?
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\nWordPress.org as onboarding
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\n \t* The importance of visuals- screenshots and videos
\n \t* Breaking away from the boilerplate
\n \t* WordPress.org support as onboarding into larger support system/documentation
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\n5 steps for thinking through the onboarding process
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\n \t* Starting with the end goal in mind- what are we doing here?
\n \t* Learning to think like the people you're trying to reach.
\n \t* Being guided by user feedback- ask questions and challenge what you think you already know.
\n \t* Testing and refining
\n \t* Listen, listen, listen! Customers, support team, reviews, social media, listen to everything you can find!
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\nFeatured on the Show:
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\n \t* WordCamp Nashville
\n \t* LoopConf