Run the Business

Run the Business

Onboarding Artifacts

Ibrahim Bashir's avatar
Ibrahim Bashir
Mar 10, 2021
∙ Paid

Last week, I (as a new-ish hire) was asked by a teammate what artifacts I had found particularly useful in my first few weeks. More specifically, what research had I expected to be available that wasn’t. Since I’d been cataloging my onboarding findings, I had a list handy. And in my efforts to learn Miro, I decided to make a quick visual out of it:

A dozen of these I find critical when you’re ramping up on a SaaS product, so let’s dig into those

  1. customer journey map - the repeatable playbook for how an account lands / expands and the GTM + product milestones on that path

  2. customer maturity model - a bucketing of the account base along clear lines of “readiness” for different parts of the product portfolio

  3. product portfolio overview - breakdown of the core product, key add-ons, and complementary modules along with canonical use cases for each

  4. use case matrix - all the recurring usage patterns for the product, potentially broken down by industry / department verticals

  5. key differentiators - str…

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