Join thousands of product people at Insight Out Conf on April 11. Register free.

Learn
Help docs
Get in touch

Go to app
Log inTry for free

Product

InsightsAnalysisAutomationIntegrationsEnterprisePricingLog in

Company

About us
Careers9
Legal

© Dovetail Research Pty. Ltd.

TermsPrivacy Policy
Help centerDovetail AcademyManaging your insights hubLesson

Prepare to onboard your team

We know mustering a team to adopt a new tool isn’t easy. In this guide, we'll discuss steps to cover when preparing to onboard a new team to Dovetail and how to give them the information they need to succeed with Dovetail.


Craft your "Why Dovetail?" statement

This will help determine clear path forward for how Dovetail will help your organization achieve your goals. For a head's start, fill in the gaps in the quote below!

Our team is using Dovetail to [manage these processes]. We want to [alleviate these pain points] so that we can achieve [these goals and benefits].


Map out sources of customer knowledge

Identify what they are and where are they currently located. From there, review available Dovetail integrations and determine if there any tools you are using that could be connected directly to Dovetail.

Interviews, usability tests, NPS responses, support tickets, CSAT etc. can all be captured in Dovetail and contribute to richer research output.


Bookmark key resources

Bookmark our help center and Academy for easy access when learning how to use and set up your workspace.


Learn Dovetail 101

Get acquainted with the basics by completing our Getting started in Dovetail course for beginners.


Start documenting standards

When you're ready to level up, learn about Enabling your team with Dovetail. In this course, you will learn how to organize your team and their work in the workspace.

With your core group, develop a shared understanding of how your team will approach projects (in particular, tagging) and document to share with others.

Reiterate on these processes ongoing to ensure the best outcomes for your team.


Establish channels for communication

Share important updates covering the who, what, when, where, why, and how of Dovetail for your team. Encourage them to join our weekly Dovetail webinar and complete our Getting started in Dovetail course.


Host a training session

Bring your team into the workspace and show them what they will find. If your team can successfully upload data as a note and highlight memorable moments, this is a great start!


Make sense of your data
Setting up a project
Make sense of your data
Surface themes with highlights
Summarize and present
Create an insight
Emily Brogan

Customer Education


Next lesson

Streamline authentication to Dovetail

Streamline authentication to Dovetail

Last updated21 September 2023
Duration6 min

Your customer insights hub

Turn data into actionable insights. Bring your customer into every decision.

Try for free

Product

InsightsAnalysisAutomationIntegrationsEnterprisePricingLog in

Company

About us
Careers9
Legal

© Dovetail Research Pty. Ltd.
TermsPrivacy Policy

Log in or sign up

Get started with a free trial


or


By clicking “Continue with Google / Email” you agree to our User Terms of Service and Privacy Policy