Step 7 of 7 Review & Refine

Review your goal details

Confirm your inputs and select recommended actions

Need to improve customer onboarding process and reduce drop-off rate...

3 months
Quarterly objective

Tools Budget Time

Your Actions

Research and evaluate potential solutions Create project timeline and milestones Allocate budget and resources

Interview existing users to identify pain points in the onboarding flow

Needs: UX Research • Est. 2 weeks

Create step-by-step walkthrough to help users understand key features

Needs: UI/UX Design Needs: Development • Est. 3 weeks

Set up event tracking to measure where users drop off in the flow

Needs: Data Analysis • Est. 1 week