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User Onboarding: Lessons Learned

User Onboarding: Lessons Learned

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

This presentation highlights my lessons learned.

Over to you, what struck you the most in these examples? Spread the word!

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Florent Merian
PRO

May 26, 2021
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  1. Lessons Learned.

  2. Hi, I'm Flo. I review onboarding experiences from great B2B

    SaaS companies and share how I'd optimize them once a week. This presentation highlights my lessons learned.
  3. Delightful experiences are in detail. Pitch @fmerian

  4. The onboarding experience is a foretaste of your product. Typeform

    @fmerian
  5. @fmerian Add social proof on your signup page to inspire

    action. Buffer Slite
  6. Define what your killer feature is, and hint it in

    your FTUX. Around Linear @fmerian
  7. Step 2 What are you working on? Step 1 What's

    the name of your team? Step 3 Who do you email most? Update the app UI as your users set up their accounts. Slack @fmerian
  8. If you build a product for teams, hint your users

    to invite their teammates. Around Loom @fmerian
  9. Step 2 Your industry. Step 1 Your team(s). Step 3

    What you'd like to do. Learn more about your users to personalize the experience. Segment @fmerian
  10. Confirm user account when done setting up to optimize activation

    rate. Slite @fmerian
  11. Don't let your users start from a blank page. Figma

    Pitch @fmerian
  12. Engage with your users to convert them into lifelong customers.

    Buffer @fmerian
  13. Recap @fmerian

  14. User Onboarding Best Practices Delightful experiences are in details. The

    onboarding experience is a foretaste of your product. Add social proof on your signup page to inspire action. Define what your killer feature is, and hint it in your FTUX. Update the app UI as your users set up their account. @fmerian
  15. User Onboarding Best Practices If you build a product for

    teams, hint your users to invite their teammates. Learn more about your users to personalize the experience. Confirm user account when done setting up to optimize your activation rate. Don't let your users start from a blank page. Engage with your users to convert them into lifelong customers. @fmerian
  16. 10 weeks ago, I started a series breaking down onboarding

    flows from B2B SaaS companies. @fmerian Florent Merian @fmerian CLICK TO TWEET 10 21 15 Thanks for reading! It's time for some reflections. Here are my 10 lessons learned. Over to you, what struck you the most in these examples? Spread the word!
  17. I review onboarding experiences from great B2B SaaS companies and

    share how I'd optimize them once a week. One more step