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!

Transcript

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