Sort: which intervention is worth the friction?
Classify onboarding interventions by friction and value impact to prioritize the sequence.
Sort each intervention by its friction and likely value impact during phase one. Low friction, high value High friction, high value Low friction, low value High friction, low value A 20-minute guided review of the customer’s first live workflow Cross-functional data mapping workshop with two customer teams Generic “what’s new” webinar for all users before first value A short reminder email linking to the exact next setup task Sponsor checkpoint that approves one scope trade-off protecting first value Custom executive scorecard design before the first workflow ever runs
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