Onboarding Clarity Sprint
Reduce the “new customer” support tickets that happen right after purchase.
Make setup and first-use obvious with Quick Start Guides and a smoother onboarding path.
Through clarity, Guidance, and faster execution.
Onboarding Clarity is a short, fixed-scope engagement focused on improving your Quick Start Guides and key onboarding touchpoints so customers successfully set up and use your product without getting stuck—reducing early-life support tickets and accelerating time-to-first-success.
See how much time you could save
Potential Time Savings Calculator
Who is This For?
This is a good fit if:
- You’re responsible for reducing support volume and improving the new-customer experience
- A predictable chunk of tickets arrive within the first 7–30 days after delivery/sign-up
- Customers get stuck on setup, activation, basic usage, or “first win” steps
- Your Quick Start Guide exists but isn’t clear, isn’t being used, or is outdated
- You want fewer onboarding tickets without a long consulting engagement
This is not a good fit if:
- Most onboarding issues are caused by product defects that require engineering fixes first
- You can’t change customer-facing onboarding materials or add/update onboarding touchpoints
- You don’t have access to onboarding-related support tickets or customer feedback
Timeframe
Onboarding Clarity runs as a 14-day sprint designed to quickly identify the highest-impact onboarding friction points and implement improvements that prevent the most common “new customer” tickets.
Cost
$2,449
Onboarding Clarity is priced at $2,449 - less than one month of support labor. Pricing is fixed and outcome-based, focused on delivered value rather than hours billed.
Deliverables
Deliverables are designed to be immediately usable, either implemented directly or delivered ready to deploy. You will receive a concise, action-oriented breakdown including:
- Onboarding ticket analysis: identify your most common post-purchase / post-signup onboarding issues (up to 10)
- Onboarding flow map showing where customers get stuck (from unboxing/login → setup → first successful use)
- Quick Start Guide creation or optimization (1 primary guide) designed to prevent the top onboarding tickets
- Clear “first win” steps, screenshots/photos, callouts for common mistakes
- “If you see X, do Y” troubleshooting blocks
- Where to find key info (order #, model, serial, app download links, etc.) when relevant
- Supporting onboarding resources (2–5) to reduce repeat confusion
- Short troubleshooting cards, FAQs, setup checklists, “next steps” guides, or email/help center articles
- Placement recommendations so customers actually see the guidance
- Packaging inserts, post-purchase email sequence, account dashboard, order confirmation page, QR codes, help center links
- A lightweight roadmap for ongoing onboarding improvements (what to build next based on ticket volume)
Most teams see a measurable reduction in onboiarding tickets within the first few weeks.
Requirements
To keep the engagement fast and effective, we’ll need limited access to the following:
- Read access to support tickets/inbox/chat for onboarding-related issues
- Any existing Quick Start Guides, packaging inserts, manuals, or setup documentation (even if rough)
- Access to the product/app/workflow (demo environment, screenshots, or someone on your team to validate steps)
- Your current onboarding touchpoints (emails, in-app prompts, printed inserts, help center placement)
- Brand/tone guidelines (or examples of customer-facing content you like)
- Optional (helps speed implementation):
- Write access to your knowledgebase/help center and/or email templates if you want changes implemented directly
- Product photos or diagrams (if you want the Quick Start to be more visual)
Ready to Reduce Onboarding Tickets and Get Customers to Their First Win Faster?
14-Day Engagement + Fixed Price + No Long-Term Commitment