# Onboarding

Concept · [Product](https://ecosystem.samcarlton.com/product)

Also called: user onboarding, customer onboarding, first-run experience, setup flow, onboard

The first steps a new user takes in a product: signing up, setting it up and learning enough to get value from it. Good onboarding gets people to their first win quickly.

**For example:** A budgeting app's onboarding connects a bank account and shows the first spending chart within two minutes.

## Connects to (6)

- [Aha moment](https://ecosystem.samcarlton.com/aha-moment): The point where a new user first feels the value of a product.
- [Progressive disclosure](https://ecosystem.samcarlton.com/progressive-disclosure): Giving an agent only what it needs right now, with pointers to the rest, instead of loading everything at the start.
- [Retention](https://ecosystem.samcarlton.com/retention): The share of customers who keep using or paying for your product over time.
- [User journey](https://ecosystem.samcarlton.com/user-journey): The sequence of steps a person takes to reach a goal with a product, from first contact to done, including what they think and feel along…
- [Conversion rate optimization](https://ecosystem.samcarlton.com/conversion-rate-optimization): Improving a website or app so a larger share of visitors take the action you want, such as signing up or buying, often by testing changes…
- [Gamification](https://ecosystem.samcarlton.com/gamification): Adding game elements, such as points, badges, streaks or stamps, to a product or program to encourage people to come back and keep going.

Map view: https://ecosystem.samcarlton.com/onboarding