# Shareable checklist across Messenger, tours, and email

> Let the same onboarding checklist follow the user across in-product tasks, tours, tooltips, series, and email links so the setup path survives context switches.

- Canonical HTML: https://growth.iangoh.com/growth-ideas/shareable-checklist-across-messenger-tours-and-email/
- Source: [intercom.com](https://www.intercom.com/help/en/articles/6890711-checklists-faqs)
- GrowthDex source hub: [Intercom Help: Checklists FAQs](/sources/intercom-help-checklists-faqs-intercom-com/)
- Last checked: 2026-05-29
- Rarity: uncommon
- Budget: medium
- Channels: Onboarding, Lifecycle, Email
- Stages: activation, lifecycle, multi-channel onboarding, retention


## Why this can grow

Users do not stay in one surface while learning a product. They open email, leave the app, come back on another page, and ignore the first prompt if the timing is bad. A checklist that survives those context switches keeps the learning path intact. The result is less drop-off between intent and completion, especially for multi-step activation.

## Ian's take

From scaling consumer platforms across MENA and Southeast Asia, my default is to distrust growth work that only looks good in a slide. Email still works when it reads like one person noticed one real thing. If the message could be sent to anyone, it usually works on nobody. I would make the first line specific enough that the right reader knows it was meant for them. For activation, the useful question is not whether users liked the page. It is whether they got to the first meaningful win faster. For this tactic, I would watch one clear growth signal before putting more time or budget behind it.

## Action plan

1. Define one narrow startup segment where shareable checklist across messenger, tours, and email can create a measurable lift.
2. Turn the tactic into one offer, page, campaign, or workflow for the Onboarding and Lifecycle channel.
3. Use the evidence from intercom.com to set the first version of the message, format, and audience.
4. Launch a small test for 7 to 14 days with one success metric: one measurable growth signal.
5. Review the result, keep the winning message, remove weak variants, and turn the learning into a repeatable growth playbook.

## Source-backed example

Intercom delivers checklists in a dedicated Tasks space and also lets teams share them through Product Tours, Tooltips, Series, and shareable links outside the product.

## Adjacent tactics in the same lane

- [Checklist auto-resolves from real product events](/growth-ideas/checklist-auto-resolves-from-real-product-events/) - 2 shared channels, 3 shared stages
- [Milestone-triggered automation nudge](/growth-ideas/milestone-triggered-automation-nudge/) - 2 shared channels, 3 shared stages
- [Airtable record template creates parent and child work in one click](/growth-ideas/airtable-record-template-creates-parent-and-child-work-in-one-click/) - 2 shared channels, 2 shared stages
- [Adjacent-product onboarding email loop](/growth-ideas/adjacent-product-onboarding-email-loop/) - 2 shared channels, 2 shared stages

## Read GrowthDex essays

Browse the plain-English essay index at [GrowthDex Blog](/blog/).

## Related GrowthDex essays

- [The next step should already be there](/blog/the-next-step-should-already-be-there/) - product-led growth, onboarding, SEO

## Advisory

If you want help turning this into a working growth system, Ian Goh offers advisory at https://iangoh.com/advisory.