Onboarding Playbooks
Description
Comprehensive user onboarding pathways designed to maximize engagement, understanding, and long-term retention across the MOOD MNKY ecosystem.Introduction
Onboarding is the critical first experience that shapes a user’s entire journey through the MOOD MNKY ecosystem. These playbooks provide structured, research-backed approaches to welcoming and integrating new members into our community, products, and services.Core Onboarding Principles
Progressive Disclosure
- Introduce features gradually to prevent overwhelm
- Build from essential to advanced capabilities
- Create natural discovery moments for deeper exploration
- Match information delivery to user readiness
Personalized Pathways
- Adapt onboarding based on user preferences and needs
- Offer multiple entry points for different user types
- Customize content based on initial questionnaire responses
- Evolve the experience based on user behavior
Multi-sensory Engagement
- Engage users through visual, textual, and interactive elements
- Connect digital onboarding with physical product experiences
- Create memorable moments that anchor key concepts
- Leverage all available channels appropriately
Value-First Approach
- Demonstrate meaningful value before requesting commitment
- Focus on immediate benefits alongside long-term potential
- Celebrate early wins and achievements
- Build progressive investment through incremental successes
User Segment Playbooks
New Member Playbook
Target: First-time MOOD MNKY users with no prior engagementPhase 1: Welcome (Days 1-3)
- Personalized welcome message and ecosystem overview
- Brief orientation to core platform areas
- Preference collection through engaging questionnaire
- First value moment: Personalized recommendation
Phase 2: Exploration (Days 4-14)
- Guided tours of key features based on preferences
- Introduction to community spaces and norms
- First interaction with MOOD MNKY agent
- Value moment: Custom content collection
Phase 3: Adoption (Days 15-30)
- Introduction to advanced personalization options
- Community connection with like-minded members
- First token-earning experiences
- Value moment: Personalized progress report
Phase 4: Integration (Days 31-60)
- Introduction to complementary ecosystem components
- More complex personalization options
- Introduction to product customization (if applicable)
- Value moment: Personalized habitat development
Product Customer Playbook
Target: Users who have purchased a physical product but are new to the digital platformPhase 1: Connection (Days 1-3)
- Product registration and digital connection
- Introduction to digital product companions
- Profile enrichment through product preferences
- Value moment: Enhanced product experience guide
Phase 2: Extension (Days 4-14)
- Expanded product usage guidance
- Introduction to related learning content
- Community connections with fellow product users
- Value moment: Product customization insights
Phase 3: Ecosystem (Days 15-30)
- Introduction to broader platform features
- Personalization based on product usage patterns
- Token economy introduction with product-linked rewards
- Value moment: Exclusive product-owner content
Phase 4: Expansion (Days 31-60)
- Complementary product recommendations
- Advanced product integration techniques
- User-generated content opportunities
- Value moment: Personalized product journey report
Dojo First Playbook
Target: Users primarily interested in the Dojo learning environmentPhase 1: Orientation (Days 1-3)
- Learning style and preference assessment
- Introduction to learning environment navigation
- Initial path recommendation
- Value moment: First custom learning environment
Phase 2: Engagement (Days 4-14)
- Introduction to learning tools and features
- Community learning circles introduction
- Initial progress tracking and feedback
- Value moment: First achievement milestone
Phase 3: Mastery (Days 15-30)
- Advanced personalization options
- Introduction to content creation tools
- Deeper community engagement opportunities
- Value moment: Mastery demonstration opportunity
Phase 4: Contribution (Days 31-60)
- Introduction to content contribution options
- Mentor/mentee program opportunities
- Token economy for learning achievements
- Value moment: First teaching or sharing opportunity
Channel-Specific Tactics
Email Sequence
- Welcome series with progressive ecosystem introduction
- Behavior-triggered messages based on platform activity
- Milestone celebration messages
- Re-engagement sequences for dormant users
In-App Guidance
- Contextual tooltips and feature highlights
- Progressive feature unlocking
- Achievement celebration moments
- Personalized next-best-action recommendations
Agent Interactions
- Proactive agent introductions at appropriate moments
- Contextual assistance based on user activity
- Personalized recommendations and guidance
- Seamless handoffs between specialized agents
Community Touchpoints
- Community welcome rituals and introductions
- Newcomer-friendly spaces and discussions
- Peer mentorship connections
- Gradual introduction to community contribution
Measurement Framework
Engagement Metrics
- Completion rate of onboarding steps
- Feature adoption rate and sequence
- Session frequency, length, and depth
- Cross-platform engagement patterns
Retention Indicators
- Day 1, 7, 30, and 90 retention rates
- Completion of critical activation events
- Progression through engagement milestones
- Long-term retention curve analysis
Satisfaction Measures
- Explicit feedback collection points
- Customer satisfaction scoring
- Net Promoter Score tracking
- Support ticket volume and themes
Business Impact
- Conversion rates to premium features
- Average revenue per user progression
- Referral generation patterns
- Lifetime value development
Implementation Infrastructure
Onboarding Engine
- Personalization algorithm for pathway selection
- Progress tracking and milestone management
- Adaptive path adjustment based on behavior
- Multi-channel orchestration capabilities
Content Management
- Modular content blocks for flexible assembly
- Versioning system for ongoing optimization
- Localization capabilities for global expansion
- Visual and interactive element library
Analysis Dashboard
- Real-time onboarding performance monitoring
- Cohort comparison and analysis tools
- Funnel visualization and bottleneck identification
- A/B test management and reporting
Testing Framework
- Structured A/B testing methodology
- Multivariate testing capabilities
- Statistical significance calculation
- Results implementation workflow
Continuous Improvement Process
Data Collection
- Behavioral analytics tracking
- User feedback collection points
- Session recording for qualitative analysis
- Comparative benchmark data
Analysis Cycle
- Weekly tactical performance review
- Monthly strategic analysis
- Quarterly comprehensive review
- Annual strategy alignment
Optimization Workflow
- Hypothesis generation based on data insights
- Test design and implementation
- Results analysis and documentation
- Successful change implementation
Cross-Functional Collaboration
- Product, marketing, and customer success alignment
- Knowledge sharing across teams
- Collaborative optimization workshops
- Unified onboarding ownership model
These playbooks should be regularly reviewed and updated based on user behavior data, feedback, and evolving platform capabilities. Customization for special user segments or major feature launches may warrant dedicated playbook development.