Tech Bound
Tech Bound Podcast
The Eureka Model: A Framework for Effective Onboarding with Ramli John
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The Eureka Model: A Framework for Effective Onboarding with Ramli John

The Tech Bound podcast

In this episode, I chat with Ramli John, onboarding expert and author of the book "Product-Led Onboarding." Ramli shares his journey into the field of onboarding and the importance of effective onboarding for customer retention. We talk about the difference between product-led and sales-led onboarding and the Eureka model, which includes three stages: the aha moment, activation, and habituation. Ramli provides insights into setting goals and metrics for successful onboarding, creating user personas, and the importance of a seamless user experience. We also venture into his process for writing a book and the role of beta readers. Tune in to learn how to optimize your onboarding process for growth and success.

Why onboarding is critical for Growth

Onboarding is critical for Growth because it helps users understand the value of a product and sets the foundation for a positive user experience. Done well, onboarding can lead to increased customer retention and, ultimately, revenue.

5 takeaways about onboarding

  1. Focus on onboarding as a crucial aspect of customer retention.

  2. Consider the difference between product-led and sales-led onboarding.

  3. Use the Eureka model for onboarding, which includes three stages: aha moment, activation, and habituation.

  4. Set clear goals and metrics for onboarding success.

  5. Create user personas and provide a seamless user experience in onboarding.

The Eureka model for onboarding

The Euroka model includes three stages: 

  1. The aha moment: the user realizes the value of the product or service

  2. Activation: activation is when the user takes action to start using the product

  3. Habituation: habituation is when the user becomes a regular and habitual user of the product

These stages should be thought of as a journey that the user goes through in order to fully engage with and benefit from the product.

Show Notes

Timestamps

02:20 - Ramli John's journey into onboarding and expertise in the field

07:30 - The impact of onboarding on customer retention

11:10 - Product-led vs sales-led onboarding: which is better?

14:30 - The Eureka model for onboarding and its three stages

18:20 - Setting goals and metrics for successful onboarding

21:20 - Creating user personas for effective onboarding

25:10 - The importance of a seamless user experience in onboarding

29:00 - Different types of onboarding teams and their responsibilities

35:00 - The role of customer success and marketing teams in onboarding

37:00 - The process of writing a book and the importance of beta readers

Discussion about this podcast

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Tech Bound Podcast
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