Buffer User Onboarding: Simpler Flow For Better Engagement

Delightful onboarding experiences require 2 phases.
A great signup flow, and a follow-on engagement.

The Buffer team does it right. And might improve 1 or 2 details. 

I review onboarding experiences from great B2B SaaS companies and share how I'd optimize them on Twitter.

Buffer is no exception.

Like this presentation? Tweet it!

And if you want to stay in the loop for the next reviews, follow me on Twitter @fmerian.

Transcript

1. The Buffer onboarding flow
2. Delightful onboarding experiences require 2 phases. A great signup flow, and a follow-on engagement. The Buffer team does it right. And might improve 1 or 2 details. What I like about it. @fmerian
3. Overview Step 0. Get started. Step 1. Start my plan. Step 3. Connect your channels. Step 4. Connect a new channel. Step 2. Let's get your account set up. @fmerian
4. Step 0. Get started now. @fmerian
5. Step 1. Start my plan. The primary CTA on the homepage doesn't redirect you to a sign-up form. Instead, you land on the pricing page. @fmerian
6. Step 1 Choose your plan. Step 0 Get started now. Step 2 Let's get your account set up. Alternative: Skip the step to focus on the signup experience. @fmerian
7. Step 2. Let's get your account set up. The signup page is a great spot to add more social proof and inspire action. @fmerian
8. Step 3. Connect your channels. @fmerian
9. Step 4. Connect a new channel. Is this extra step necessary? It could have been simpler. @fmerian
10. Alternative: Connect your channels now. Keep the flow simple. @fmerian
11. Step 5. You now have Pro access. After you sign up, the Buffer team sends you a series of 4 emails in 15 days. It helps you get the most out of the product. @fmerian
12. Recap Step 1 Choose your plan. Step 0 Get started now. Step 2 Let's get your account set up. ONBOARDING FLOW HOME @fmerian
13. Step 3 Connect your channels. FOLLOW-ON Step 4 Connect a new channel. Step 5 You now have Pro access. Recap @fmerian
14. Lessons learned.
15. Step 1 Choose your plan. Step 0 Get started now. Step 2 Let's get your account set up. Keep the focus on the signup experience. @fmerian
16. Add social proof on your signup page to inspire action. @fmerian
17. Engage with your users to convert them into lifelong customers. @fmerian
18. Over to you, what struck you the most in this onboarding experience? Thanks for reading! @fmerian
19. One more step I review onboarding experiences from great B2B SaaS companies and share how I'd optimize them once a week.