Introduction
To improve TMRW's customer onboarding process, making it faster and more engaging, we need to analyze the current user journey, identify pain points, and develop innovative solutions. I'll approach this by segmenting users, analyzing their pain points, generating solutions, and proposing metrics to measure success.
Framework overview
I'd like to outline my approach to ensure we're aligned on the structure of my response.
Step 1
Clarifying Questions
Why it matters: Determines the user expectations and pain points we need to address. Expected answer: Primarily targeting young professionals aged 25-35 with features like digital account opening, budgeting tools, and investment options. Impact on approach: Would focus on mobile-first, intuitive design, and gamification elements.
Why it matters: Helps quantify the problem and set benchmarks for improvement. Expected answer: 60% completion rate with an average time of 15 minutes. Impact on approach: Would prioritize reducing friction points and time to completion.
Why it matters: Influences whether we focus on acquisition or retention strategies. Expected answer: Early growth stage with increasing customer acquisition but room for improvement. Impact on approach: Would balance between streamlining onboarding for new users and enhancing engagement for existing ones.
Why it matters: Ensures our solutions align with broader company goals. Expected answer: Increase customer acquisition by 30% and improve retention rates. Impact on approach: Would focus on solutions that not only improve onboarding but also set the stage for long-term engagement.
Tip
I'd like to take a brief moment to organize my thoughts before moving to the next step. Is that alright with you?
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