Summary
This document is a guide detailing the Onboarding Optimization Service provided by Pendo. The primary objective of this service is to assist customers in enhancing their onboarding processes for their users. The guide outlines a series of sessions that include an initial Product Discovery Session to understand the current onboarding state, followed by teachings on Product Led methodologies and best practices for in-app onboarding. Subsequent sessions focus on reimagining the onboarding experience, mapping onboarding actions, and prioritizing key actions for new Pendo guides. The implementation phase includes assistance from Professional Services Consultants to help build and execute the onboarding experience. Additionally, customer roles and responsibilities are defined, including champions and working teams, to ensure active participation in the sessions. The document also specifies the assumptions and dependencies that apply to the Professional Services engagement, which must be completed within a specified timeframe after the contract execution.
