Creating content for user onboarding

Everything you need to know about onboarding customers onto your product

Onboarding new users is something that many organisations need to do, but very few have had any formal training in how to do it. Sometimes, the result is that the information can be unclear and not fit its purpose. Creating them can also take a lot of time, especially if they need to be changed frequently.

Cherryleaf’s elearning course on content for customer onboarding gives you the foundations for onboarding new users in an effective way.

The course includes onboarding exercises on a sample application for you to complete and review.


What will I learn?

  • The different ways to guide users – and when to use them
  • How to set your goals for onboarding
  • Understanding and mapping the user journey
  • How to prioritise the key onboarding actions
  • How to write clearly, even if writing doesn’t come naturally
  • Confidence in the work you produce

About the course

The course comprises 15 modules in total, which you can complete at your own pace.

The course modules are delivered via the Web in small, manageable modules. With the exercises, each delegate will need to allocate around seven hours to complete the course.

Topics covered

  • Introduction
  • What is onboarding?
    • The different types of onboarding
    • Why onboard?
    • Why not onboard?
  • About the project and exercises
  • What is your goal?
  • Who is your target audience?
  • Information design and learning theory
  • Designing for the key actions
    • Onboarding paths
  • Customer journey mapping
  • Types of guidance
  • Writing the content
  • Software tools for creating and delivering the content
  • Testing and measuring it works
  • Maintenance and governance
  • Checklists
  • Action plan for your first 90 days

Your Instructor


Cherryleaf
Cherryleaf

Cherryleaf is a technical writing services company formed in 2002 by people with a passion for technical communication and learning development.


Cherryleaf is recognised as a leader within the technical communication profession. Our staff have written articles for the Society for Technical Communication's (STC) Intercom magazine, the Institute of Scientific and Technical Communicator's Communicator journal and tekom's TCWorld magazine. They've also written books on technical communication. We've presented webinars for Adobe, Madcap Software or the STC, and we've spoken at various conferences around the world.


Today, organisations throughout Europe use Cherryleaf’s services so they can provide clear information that enables users and staff to complete tasks productively.


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!