Passwordless: How Pitch simplified its user onboarding

Early 2021, Pitch introduced passwordless authorization. It significantly simplified the onboarding flow to make it faster and more streamlined.

Over to you, what struck you the most in this onboarding experience? If you enjoyed the read, please share.

Transcript

1. How Pitch
   simplified its FTUX
   

   View Slide

2. Step 1. Sign up.
   It all starts with the signup page. @fmerian
   

   View Slide

3. Step 3
   Your name.
   Step 2
   Your email and password.
   Step 4
   Please check your inbox.
   SIGNUP FLOW
   @fmerian
   The original onboarding ow was divided into two parts. First, a 4-step signup ow.
   Step 5
   Log in to continue.
   Let's start
   

   View Slide

4. Step 7
   Invite friends.
   Step 6
   Create your workspace.
   Step 8
   Subscribe?
   INITIAL SETUP
   @fmerian
   Then, the initial setup.
   Let's continue
   

   View Slide

5. LINK TO TWEET
   10 21 15
   @fmerian
   Early 2021, Pitch introduced passwordless authorization.
   Introducing passwordless auth
   Pitch
   @Pitch
   Automagically sign in: Now you can choose to get a one-
   time sign-in code sent directly to your inbox. Gone are the
   days of 32 character passwords that are impossible to
   remember. Or even worse 12345.
   

   View Slide

6. Step 3
   Step 2 Step 4
   @fmerian
   Remember this initial 4-step signup ow?
   Step 5
   SIGNUP FLOW
   

   View Slide

7. Step 2
   @fmerian
   Introducing passwordless auth, Pitch simpli ed the FTUX. Enter your email and a temporary 6-digit code. You're set.
   Easier sign-in. No more password needed.
   SIGNUP FLOW
   

   View Slide

8. Step 4
   Invite friends.
   Step 3
   Create your workspace.
   Step 5
   Subscribe?
   INITIAL SETUP
   @fmerian
   Pitch also removed an extra step to make the onboarding experience more streamlined.
   Streamlined onboarding experience
   

   View Slide

9. Step 5. Welcome to Pitch!
   You're all set in a breeze. Welcome to Pitch! @fmerian
   

   View Slide

10. Step 1
    Sign up.
    Step 0
    Try for free.
    Step 2
    6-digit code.
    SIGNUP FLOW
    HOME
    Recap
    @fmerian
    

    View Slide

11. Step 4
    Invite friends.
    Step 3
    Create your workspace.
    Step 5
    Welcome to Pitch!
    INITIAL SETUP
    Recap
    DASHBOARD
    @fmerian
    

    View Slide

12. Lessons learned.
    

    View Slide

13. Step 2
    6-digit code.
    @fmerian
    Test and learn to optimize your conversion rate.
    Iterate.
    

    View Slide

14. Step 5
    Subscribe?
    Step 4
    Invite friends.
    Step 5
    Welcome to Pitch!
    @fmerian
    Remove steps that add low value to make your onboarding ow more streamlined.
    Keep your flow simple and straightforward.
    

    View Slide

15. Thanks for reading!
    Like your landing pages and your app UI, your rst-time
    user experience (FTUX) needs testings and learnings.
    Florent Merian
    @fmerian
    CLICK TO TWEET
    10 21 15
    Take @Pitch. It introduced passwordless auth to make the
    onboarding experience faster and more streamlined.
    Over to you, what struck you the most in this onboarding experience? Spread the word! @fmerian
    

    View Slide

16. WHAT'S NEXT?
    @fmerian
    ICYMI
    I made an in-depth review of the Pitch onboarding ow. For more insights and lessons learned, have a look.
    

    View Slide

17. One more step
    I review onboarding experiences from great B2B SaaS companies
    and share how I'd optimize them once a week.
    

    View Slide