onboarding

“Earlier stage companies where, you know, you still haven't really approached the local maximum, but you haven't, haven't experimented with a ton of things. I mean, you can two to four X activation rates. Easily through onboarding. I think later stage companies…”

“I actually think if you're doing it right, sometimes conversion should actually decrease a little bit. So you might actually have fewer people getting all the way through successfully. But I think that's okay because a lot of those people were probably not the…”

“Tweaking the onboarding experience and trying to tune it in a very micro way, because the reality is like, that doesn't really move the needle that often, especially once you've got it in a pretty good foundational place. And only when you discover something r…”

“It's also probably the most motivated that someone is going to be about your product since they're typically starting their onboarding journey with you at a time where they're like, I need this thing really badly that you're selling. And so they're really moti…”

“I find sometimes teams working on onboarding will map onboarding to that pricing or packaging. So for example, Maybe automations to use the same example of the same feature is something that's generally premium. That if somebody uses automations, they're more …”

“Employees of a company build onboarding for customers, but they build what they think customers want rather than what customers actually want. And that manifests in an onboarding experience that's not very helpful. So there are two patterns that I typically se…”

“And that word choice of evaluate is deliberately not on board or activate because it's about what the user needs to see that they are going to get the value that they want in using your product and in building a habit around it.”

“If you have some sort of self-serve element of your product, if someone can give your product a try, maybe you have a playground or a sandbox demo, if there's a freemium element to your pricing scheme, if you maybe offer things totally for free and don't even …”

“And if something like very logical isn't converting well, sometimes it means that you're battling against the psyche of the user and you want to take a step back and You know, think about and learn about where someone is psychologically in your space.”

“I think that in-person onboarding for new folks is really important, especially for everyone, for any new person or organization.”

“The new customers you have in the early stages of your product are typically more willing and forgiving customers. And you might nail the onboarding process for them, and then suddenly realize that, wait, it's not being as effective anymore. And the reason is,…”

“Now, I think there are two parts of onboarding. One is mandatory, the setup. It has to be spare. I try not to make it more than three screens, but it's about how do you say what this does and provide the essential setup that your customer needs to be successfu…”

“The way you write your copy, the way you build your onboarding, the way you do your first warm welcome, it's going to make the biggest amount of change in terms of your product success than your core product features that you're going to build for your loyal c…”

“Moving retention is really hard, but it's usually much more a function of onboarding to the right user experience than it is about the kind of the tactical things that people try to do to improve retention.”

“Is it true that if we manually walk users through the product and they get it, then they use it a ton? Versus when they don't, you know, through, through the actual product experience they don't, right? That makes a real case that onboarding is a great lever.”