On-boarding seems to be used in so many different ways, but the way I use it aligns with product goals and user lifecycle. Very simply...
Awareness = Top funnel marketing
Onboarding = Not 'registration' as some seem to think, but until a user has achieved a specific goal that makes them valuable to the company. Maybe filling out a profile and talking to friends (for a social network), maybe signing up to a subscription (for a subscription service that offers no free plan)
Upselling = Making on-boarded users more valuable. Particularly useful where the 'goal' of on-boarding is usage of a free plan, but really you want them to upgrade to a paid plan
Retention = Retaining the onboarded/upsold users
Maybe 'upselling' aligns with 'mid boarding', or maybe this model requires 'on-boarding' to align with my 'registration' and then 'mid-boarding' to be 'registration' -> goal achieved.
Or maybe this model is talking about 'on-boarding' as purely educational tools, which I simply don't align with. For me, products should be thought about in terms of business value and customer goals/lifecycle. Education is something that should happen everywhere through good design.
I guess it makes a big difference in what field you work. If you are in the market/sell part of the product or in the product part. In my work onboarding is teaching already paying and trial users how our product works while using the product.
On-boarding seems to be used in so many different ways, but the way I use it aligns with product goals and user lifecycle. Very simply...
Awareness = Top funnel marketing
Onboarding = Not 'registration' as some seem to think, but until a user has achieved a specific goal that makes them valuable to the company. Maybe filling out a profile and talking to friends (for a social network), maybe signing up to a subscription (for a subscription service that offers no free plan)
Upselling = Making on-boarded users more valuable. Particularly useful where the 'goal' of on-boarding is usage of a free plan, but really you want them to upgrade to a paid plan
Retention = Retaining the onboarded/upsold users
Maybe 'upselling' aligns with 'mid boarding', or maybe this model requires 'on-boarding' to align with my 'registration' and then 'mid-boarding' to be 'registration' -> goal achieved.
Or maybe this model is talking about 'on-boarding' as purely educational tools, which I simply don't align with. For me, products should be thought about in terms of business value and customer goals/lifecycle. Education is something that should happen everywhere through good design.