Slack User Onboarding: Start Working Together In 7 Steps

Each step of the Slack FTUX is a reminder of the value proposition. The best part? The app UI is setting up as you go through the flow. 🤯

Slack is a collaboration hub for work, no matter what work you do. It’s a place where conversations happen, decisions are made, and information is always at your fingertips. With Slack, your team is better connected.

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

And Slack is no exception.

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

Transcript

1. The Slack onboarding flow
2. Each step is a reminder of the value proposition. And the app UI updates as you walk through the flow. What I like about it. @fmerian
3. Overview Step 1. Enter your email. Step 2. Check your email. Step 3. Create workspace. Step 5. On-going project? Step 6. Who email most? Step 7. Send a message. Step 4. What's its name? @fmerian
4. Step 1. Enter your email. Slack gives your team a home. And each step is a remember that it's designed for work. @fmerian
5. Step 2. Check your email for a code. @fmerian
6. Step 3. Create a new Slack workspace. @fmerian
7. Step 4. What's the name of your company or team? Another reminder that Slack is designed for work. @fmerian
8. Step 5. What's your team working on right now? Every text on your page is an opportunity to remind your value proposition. Including labels. @fmerian
9. Step 6. Who do you email most? Yet another reminder that Slack is designed for work. And an email replacement. @fmerian
10. Add your teammates Did you notice the copy? "Who do you email most." Make your text engaging for better adoption. @fmerian
11. Step 5 What are you working on? Step 4 What's the name of your team? Step 6 Who do you email most? @fmerian Little big detail. The app UI updates as you walk through the flow.
12. Step 7. Send a message. @fmerian
13. Recap Step 1. Enter your email. Step 2. Check your email. Step 3. Create workspace. Step 5. On-going project? Step 6. Who email most? Step 7. Send a message. Step 4. What's its name? @fmerian
14. Lessons learned.
15. Step 5 What are you working on? Step 4 What's the name of your team? Step 6 Who do you email most? Update your app UI as users set up their account. @fmerian
16. If you build a product for teams, hint your users to invite their coworkers. @fmerian
17. Over to you, what struck you the most in this onboarding experience? Thanks! @fmerian
18. One more step I review onboarding experiences from great B2B SaaS companies and share how I'd optimize them once a week.