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The Pitch onboarding flow

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Your onboarding experience is a foretaste of your product. And Pitch does it right. @fmerian

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Overview Step 1. Sign up. Step 2. 6-digit code. Step 3. Create workspace. Step 4. Invite friends. Step 5. Welcome to Pitch! @fmerian

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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.

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Step 1. Sign up. @fmerian The onboarding experience starts with this signup page. It displays modern 3D elements. Beautiful. Decks. In minutes.

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Alternative: Sign up. The signup page is a great spot to add more social proof and inspire action. @fmerian

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Step 2. Please paste your 6-digit code. Early 2021, Pitch introduced passwordless authorization. Signing up is a breeze. Beautiful. Decks. In minutes. @fmerian

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Step 2.2. Your sign-in code. "You don't even have to open this email, really." Delightful detail. @fmerian

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Step 3. Create a new workspace. @fmerian

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Step 4. Workspaces are better with friends. If you build a product for teams, hint your users to invite their teammates. @fmerian

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Step 5. Welcome to Pitch! The dashboard. You have a glance at what you can achieve with the product. Beautiful. Decks. In minutes. @fmerian

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Alternative: Get to know Pitch. Pitch may land us on the Presentation Editor instead. It would introduce us to its primary tool... @fmerian

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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

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

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Step 4 Invite friends. Step 3 Create a new workspace. Step 5 Welcome to Pitch! ONBOARDING FLOW Recap DASHBOARD @fmerian

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Lessons learned.

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@fmerian Your onboarding experience re ects your value proposition. Take Pitch. Beautiful. Decks. In minutes. Set expectations.

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@fmerian Hint your users to invite their teammates.

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

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Over to you, what struck you the most in this onboarding experience? Thanks for reading! @fmerian

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

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