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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.

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

Pitch 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.

Florent Merian

February 17, 2021
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Transcript

  1. The Pitch onboarding flow

  2. Your onboarding experience is a foretaste of your product. And

    Pitch does it right. @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! @fmerian
  4. Step 0. Home. @fmerian Let's start with the homepage. Note

    the value proposition: "Create beautiful decks in minutes." Mind those words. Beautiful. Decks. In minutes.
  5. Step 1. Sign up. @fmerian The onboarding experience starts with

    this signup page. It displays modern 3D elements. Beautiful. Decks. In minutes.
  6. Alternative: Sign up. The signup page is a great spot

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

    introduced passwordless authorization. Signing up is a breeze. Beautiful. Decks. In minutes. @fmerian
  8. Step 2.2. Your sign-in code. "You don't even have to

    open this email, really." Delightful detail. @fmerian
  9. Step 3. Create a new workspace. @fmerian

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

    a product for teams, hint your users to invite their teammates. @fmerian
  11. Step 5. Welcome to Pitch! The dashboard. You have a

    glance at what you can achieve with the product. Beautiful. Decks. In minutes. @fmerian
  12. Alternative: Get to know Pitch. Pitch may land us on

    the Presentation Editor instead. It would introduce us to its primary tool... @fmerian
  13. 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! @fmerian
  14. Step 1 Sign up. Step 0 Try for free. Step

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

    Step 5 Welcome to Pitch! ONBOARDING FLOW Recap DASHBOARD @fmerian
  16. Lessons learned.

  17. @fmerian Your onboarding experience re ects your value proposition. Take

    Pitch. Beautiful. Decks. In minutes. Set expectations.
  18. @fmerian Hint your users to invite their teammates.

  19. @fmerian Don't let your users start from a blank page.

  20. Over to you, what struck you the most in this

    onboarding experience? Thanks for reading! @fmerian
  21. One more step I review onboarding experiences from great B2B

    SaaS companies and share how I'd optimize them once a week.
  22. None