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Pitch User Onboarding: From Deck To Pitch In No Time

Pitch User Onboarding: From Deck To Pitch In No Time

Early 2021, Pitch introduced passwordless authorization.
Signing up is simpler than ever.

Pitch is team-first presentation software.
It helps your team create winning presentations without sacrificing collaboration, aesthetics, or speed.

As a marketer, I like to break down onboarding experiences from great B2B SaaS companies for inspiration.

Pitch is no exception.

Liked this presentation? Tweet it!

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

E9bc93cfc82dc07a1b3eca5a2394dbb6?s=128

Florent Merian
PRO

February 17, 2021
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Transcript

  1. Pitch User Onboarding Fro Dec To Pit In No Tim

  2. No password is needed. Signing up is a breeze. Then

    the onboarding flow leads you to a pre-filled workspace. So you don't start from a blank canvas. What I like about it. @fmerian
  3. Overview Step 1. Sign up. Step 2. 6-digit code. Step

    3. Create workspace. Step 4. Invite friends. Step 5. Welcome to Pitch!
  4. Step 1. Sign up. Every text on your page is

    an opportunity to set your voice-and-tone and make users fall in love with your product. Including labels.
  5. Alternative: Sign up. The signup page is a great spot

    to add more social proof and inspire action.
  6. Step 2. Please paste your 6-digit code. Early 2021, Pitch

    introduced passwordless authorization. Signing up is a breeze.
  7. Step 2.2. Your sign-in code. "You don't even have to

    open this email, really." Lovely detail.
  8. Step 3. Create a new workspace.

  9. Step 4. Workspaces are better with friends. If you build

    a product for teams, hint your users to invite their teammates.
  10. Step 5. Welcome to Pitch! Great! Don't let your users

    start from a blank page.
  11. Alternative: Get to know Pitch. Pitch may land us on

    the Presentation Editor instead. It would introduce us to its primary tool...
  12. Alternative: Get to know Pitch. Then land on the pre-

    lled workspace. It would complete the Wow effect. Step 5.1 Get to know Pitch. Step 5.2 Welcome to Pitch!
  13. Step 1 Sign up. Step 0 Try for free. Step

    2 6-digit code. SIGNUP FLOW HOME Recap
  14. Step 4 Invite friends. Step 3 Create a new workspace.

    Step 5 Welcome to Pitch! ONBOARDING FLOW Recap DASHBOARD
  15. Lessons learned Delightful experiences lie in details.

  16. Lessons learned Hint your users to invite their teammates.

  17. Lessons learned Don't let your users start from a blank

    page.
  18. Over to you, what struck you the most in this

    onboarding experience? Ping me on Twitter. Thanks! @fmerian
  19. One more step As a marketer, I like to break

    down onboarding experiences from great B2B SaaS companies. I share my reviews once a week.
  20. None