Mastering Onboarding Through Jobs-to-Be-Done: A Comprehensive Guide for Evaluating New User Success

Learn how to redefine your onboarding strategy by prioritizing the outcomes that matter most to users

👉The paywall on this post ends 4 days after it’s published. My paid subscribers get the first 15 shots at downloading this catalog for free by using the discount code at the end of the post.

There are a lot of professionals out there that work in the product world, and onboarding new end users is a topic I hear them obsessing over endlessly. Assuming you have designed the right product, successfully getting them "onboarded” is important. It’s actually a process that spans a number of potential end user journeys - or as we say in the Jobs-to-be-Done world…consumption jobs. This jumps out dramatically in the opposing end user job of beginning to use a new software platform (more on that in another post).

The catalog of research I’ve developed for you is not a job map, it’s not rigidly structured and misunderstood language. It’s simple and basic, and designed to eliminate the burden of having to learn how to create job maps and success measures. Trust me, focusing on that is a waste of time! Don’t you really just want the answers so you can do what you do?

The beauty of Jobs-to-be-Done is that jobs are stable over time, even if you need to understand more than one for your business. You don’t need to keep doing job maps and metrics over and over again!

So, while I believe you should think about problem-solving through this lens, your business doesn’t need to invest time and money into a process and data that ultimately requires a great deal of experience to analyze and interpret. This catalog is here for you to cherry-pick steps and metrics, as well as of the dimensional data you need to get a survey into the field quickly. It should never take 6-8 weeks anymore, or cost you six figures.

And the rest of the process (surveys, analysis, etc.) is going to be reduced as close to zero as possible sooner than you might imagine. Now, go focus on gathering your data, developing a strategy and then doing what you do best - executing and operationalizing your strategy!

20 percent of the time, cost and effort can produce 80% of the results.

Remember, you need to frame your market properly. For example, my market isn’t companies who can afford expensive strategy projects, it’s companies that are trying to achieve profitable growth. All companies need to answer key questions about growth and profitability, not just the big ones. And the big ones can get 10 times more problems solved.

Focusing on how to do this is becoming no more important than knowing how to manufacture and install a central air-conditioning system for your home. Wouldn’t you rather just turn it on?

Learning how to do Jobs-to-be-Done cannot be taught to you overnight. It’s much, much more than job maps and metrics. “Do” is tasks, tasks are not outcomes. Think outcomes and how to achieve them far faster and far less expensively than the traditional way of doing things

If is you find the topic of onboarding end users interesting, I’ve provided a discount code below that will take 100% off the purchase price for the first 15 people who use it. If you’re a free subscriber there’s still a chance it’s available after the paywall drops.

100% Discount Code: M5M0PGQ

Click this link to get your copy of the Qualitative research catalog: Onboarding a new end user

If you would like to take this to the next level, we’re here to help you do that. Getting the data out of these models steps into the world of data science and unless you’re fluid in it and this particular method, getting the answers you need could take much longer than you think. Let’s talk.