Delightful onboarding experiences require 2 phases.
A great signup flow, and a follow-on engagement.
The Buffer team does it right. And might improve 1 or 2 details.
What I like about it.
@fmerian
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Overview
Step 0. Get started. Step 1. Start my plan.
Step 3. Connect your channels. Step 4. Connect a new channel.
Step 2. Let's get your account set up.
@fmerian
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Step 0. Get started now.
@fmerian
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Step 1. Start my plan.
The primary CTA on the homepage doesn't redirect you to a sign-up form. Instead, you land on the pricing page. @fmerian
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Step 1
Choose your plan.
Step 0
Get started now.
Step 2
Let's get your account set up.
Alternative: Skip the step to focus on the signup experience.
@fmerian
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Step 2. Let's get your account set up.
The signup page is a great spot to add more social proof and inspire action. @fmerian
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Step 3. Connect your channels.
@fmerian
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Step 4. Connect a new channel.
Is this extra step necessary? It could have been simpler. @fmerian
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Alternative: Connect your channels now.
Keep the flow simple. @fmerian
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Step 5. You now have Pro access.
After you sign up, the Buffer team sends you a series of 4 emails in 15 days. It helps you get the most out of the product. @fmerian
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Recap
Step 1
Choose your plan.
Step 0
Get started now.
Step 2
Let's get your account set up.
ONBOARDING FLOW
HOME
@fmerian
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Step 3
Connect your channels.
FOLLOW-ON
Step 4
Connect a new channel.
Step 5
You now have Pro access.
Recap
@fmerian
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Lessons learned.
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Step 1
Choose your plan.
Step 0
Get started now.
Step 2
Let's get your account set up.
Keep the focus on the signup experience.
@fmerian
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Add social proof on your signup page to inspire action.
@fmerian
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Engage with your users to convert them into lifelong customers.
@fmerian
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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.