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Buffer User Onboarding: Simpler Flow For Better Engagement

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, once a week.

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.

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Florent Merian
PRO

April 15, 2021
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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.