Onboarding Process

Onboarding Process

Onboarding Process

Refactoring an onboarding experience for a podcasting social network, yielding a 30% jump in conversions.

Company

Syncify

Year

2024

Role

Product Designer

Research

Research

Understanding Core Product Value

After looking at data, interviewing existing and new users about what value they found in Syncify -if at all, and having talked to the founders about the company vision. I categorized core product value into four main buckets:

Understanding Core Product Value

After looking at data, interviewing existing and new users about what value they found in Syncify -if at all, and having talked to the founders about the company vision. I categorized core product value into four main buckets:

Onboarding Needs

In conversation with the founders, we figured out the actions we needed the user to take, and what could be omitted from the existing onboarding process to speed up user flows. Here are the needs we scoped out:

Onboarding Needs

In conversation with the founders, we figured out the actions we needed the user to take, and what could be omitted from the existing onboarding process to speed up user flows. Here are the needs we scoped out:

Studying Top Performing Onboarding Processes

At my last job at Sweatcoin, we had a growth rate of 350k users per day. I knew the onboarding process was make or break, as drop-off rates average between 70-95%+. So, I studied dozens of case studies to uncover the most effective design patterns.

Studying Top Performing Onboarding Processes

At my last job at Sweatcoin, we had a growth rate of 350k users per day. I knew the onboarding process was make or break, as drop-off rates average between 70-95%+. So, I studied dozens of case studies to uncover the most effective design patterns.

Principles Of Onboarding

I approach problems from first principles, and here’s what I discovered while studying onboarding processes:


  • Permission Priming: Ask for permission only after giving a compelling reason to say yes.

  • Front-Load Value: Get users to the 'aha' moment as quickly as possible.

  • Learnability: Ensure tasks are easy to accomplish by making screens instantly understandable.

  • Speed: With onboarding drop-off rates so high, keep it quick and engaging.

Principles Of Onboarding

I approach problems from first principles, and here’s what I discovered while studying onboarding processes:


  • Permission Priming: Ask for permission only after giving a compelling reason to say yes.

  • Front-Load Value: Get users to the 'aha' moment as quickly as possible.

  • Learnability: Ensure tasks are easy to accomplish by making screens instantly understandable.

  • Speed: With onboarding drop-off rates so high, keep it quick and engaging.

Solution

Solution

Defining Directions

Dev time was limited, so we focused on the easiest iteration that addressed key user pain points. We first identified what could be omitted, then explored a few directions before selecting and sketching the most promising flow:

Defining Directions

Dev time was limited, so we focused on the easiest iteration that addressed key user pain points. We first identified what could be omitted, then explored a few directions before selecting and sketching the most promising flow:

UI Design

UI Design

High-Fidelity Mockups

Using the brand colour palette and the wireframe sketches I made earlier, I brought them to life in Figma.

High-Fidelity Mockups

Using the brand colour palette and the wireframe sketches I made earlier, I brought them to life in Figma.

Learnings & Next Steps

Learnings & Next Steps

Hand Off and User Testing

Having handed off the design development, early tests indicated that conversions increased by 30%, and new users have understood the product within the first 10 seconds.

Hand Off and User Testing

Having handed off the design development, early tests indicated that conversions increased by 30%, and new users have understood the product within the first 10 seconds.

My Learnings

  • Over communicate: Engaging stakeholders throughout the process helps prevent disagreements by ensuring they understand the rationale behind design decisions.

  • Commit to small projects: Small projects are a great way to refine skills and learn, even through failure

My Learnings

  • Over communicate: Engaging stakeholders throughout the process helps prevent disagreements by ensuring they understand the rationale behind design decisions.

  • Commit to small projects: Small projects are a great way to refine skills and learn, even through failure

READY TO COLLABORATE?

READY TO COLLABORATE?

READY TO COLLABORATE?

Have some work in mind?

Have some work in mind?

Let’s create something extraordinary together

Let’s create something extraordinary together