Create a User-Friendly Onboarding Guide for New Customers

Overview

This prompt aims to guide the creation of user-friendly onboarding guides for products or services. New customers and technical writers will benefit from clear instructions and troubleshooting advice.

Prompt Overview

Purpose: This onboarding guide aims to facilitate a smooth introduction to our product for new customers.
Audience: New users seeking a clear understanding of how to effectively utilize our product will benefit from this guide.
Distinctive Feature: The guide incorporates actionable tips and troubleshooting advice to enhance user experience and confidence.
Outcome: Following this guide will ensure users can successfully navigate the onboarding process and maximize product benefits.

Quick Specs

• Media: Text
• Use case: User onboarding guides
• Techniques: Dependency grammar, clear instructions
• Models: Step-by-step, troubleshooting
• Estimated time: Varies by product complexity
• Skill level: Intermediate to advanced

Variables to Fill

• [INSERT PRODUCT/SERVICE DESCRIPTION] – Insert Product/service Description
• [Brief overview of the product or service] – Brief Overview Of The Product Or Service
• [Purpose of the onboarding guide] – Purpose Of The Onboarding Guide
• [Key benefits for new customers] – Key Benefits For New Customers
• [List of requirements before starting] – List Of Requirements Before Starting
• [Necessary resources or materials] – Necessary Resources Or Materials
• [Estimated time for completion] – Estimated Time For Completion
• [Action verb] – Action Verb
• [Specific instruction] – Specific Instruction
• [Helpful tip or best practice] – Helpful Tip Or Best Practice
• [Expected result or outcome] – Expected Result Or Outcome
• [Common problem description] – Common Problem Description
• [Step-by-step solution] – Step By Step Solution
• [Prevention tip] – Prevention Tip
• [Recap of key steps] – Recap Of Key Steps
• [Encouragement for successful onboarding] – Encouragement For Successful Onboarding
• [Additional resources or support channels] – Additional Resources Or Support Channels

Example Variables Block

• [Brief overview of the product or service]: User-friendly project management software.
• [Purpose of the onboarding guide]: Help users set up and navigate.
• [Key benefits for new customers]: Improves team collaboration and efficiency.
• [List of requirements before starting]: Active internet connection and account.
• [Necessary resources or materials]: User manual and tutorial videos.
• [Estimated time for completion]: Approximately 30 minutes.
• [Action verb]: Create
• [Specific instruction]: an account on the website.
• [Helpful tip or best practice]: Use a strong password for security.
• [Expected result or outcome]: Account successfully created and verified.
• [Common problem description]: Unable to log in after registration.
• [Step-by-step solution]: Check email for verification link.
• [Prevention tip]: Always verify your email promptly.
• [Recap of key steps]: Created account, set preferences, invited team.
• [Encouragement for successful onboarding]: You're on your way to success!
• [Additional resources or support channels]: Visit our help center or chat support.
• [INSERT PRODUCT/SERVICE DESCRIPTION]: A comprehensive tool for managing projects.

The Prompt

Screenshot Examples

[Insert relevant screenshots after testing]

How to Use This Prompt

1. [PRODUCT/SERVICE]: Description of the product or service.
2. [ONBOARDING_GUIDE_PURPOSE]: Purpose of the onboarding guide.
3. [PREREQUISITES]: Requirements before starting the onboarding.
4. [STEP_INSTRUCTIONS]: Actionable steps for onboarding process.
5. [HELPFUL_TIPS]: Best practices for a smooth experience.
6. [TROUBLESHOOTING_ISSUES]: Common problems and solutions.
7. [CONCLUSION]: Recap and encouragement for users.
8. [ADDITIONAL_RESOURCES]: Support channels for further assistance.

Tips for Best Results

• Clear Instructions: Break down complex tasks into simple, actionable steps to enhance user understanding.
• Helpful Tips: Include best practices and shortcuts to streamline the onboarding process and improve user efficiency.
• Troubleshooting Guidance: Anticipate common issues and provide clear solutions to empower users to resolve problems independently.
• Encouraging Tone: Use positive language to motivate users and reinforce their ability to successfully complete the onboarding process.

FAQ

• What is the purpose of this onboarding guide?
  The guide helps new customers understand and effectively use the product or service.
• What are the prerequisites for starting the onboarding process?
  Ensure you have the product, an internet connection, and necessary login credentials.
• How can I troubleshoot common issues during onboarding?
  Identify the problem, follow the provided solutions, and apply prevention tips to avoid recurrence.
• What should I do after completing the onboarding steps?
  Review the key steps, utilize additional resources, and reach out for support if needed.

Compliance and Best Practices

• Best Practice: Review AI output for accuracy and relevance before use.
• Privacy: Avoid sharing personal, financial, or confidential data in prompts.
• Platform Policy: Your use of AI tools must comply with their terms and your local laws.

Revision History

• Version 1.0 (December 2025): Initial release.