User Onboarding Deep Dive: LessAccounting
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Transcript of User Onboarding Deep Dive: LessAccounting
Some of these details are tiny. Best viewed in full-screen mode!
Overview
Home Page Signup Page Billing Info Add Bank Account
Contact Info Invite Members Personal Message Getting Started
1. Home Page
Friendly faces draw you in…
Nice personality!
Nice personality!
Punchy, high-contrast colors!
Nice personality!Kenneth from 30 Rock?!
Explainer headlines a bit de-emphasized
Could be clearer
Screenshot doesn’t make it easy to
visualize using the product
Could be clearer
Primary CTA somewhat lost in the shuffle
Could be clearer
Lots of social proof!
Those are some hella reputable
institutions
Lots of social proof!
Nice testimonial - more of them would be even
better!
Not exactly an aspirational figure…
CTAs could be stronger
Low-contrast & not benefits-oriented
CTAs could be stronger
Not a super assertive way to close things out
CTAs could be stronger
2. Signup Page
Timely & Helpful Info!
Nice to know what I’m getting myself into
Timely & Helpful Info!
Great way to predict & overcome objections
Timely & Helpful Info!
Very helpful - should probably be home page material!
Where’d the header & logo go?
Minor Ambiguity
It’s a FREE trial, right?
Minor Ambiguity
What constitutes “super happy”? What happens if I’m not?
Minor Ambiguity
3. Billing Info
Good Indicators
Nice to know which cards I can use.
Good Indicators
“Secure checkout” is a nice reassurance
Coupon codes invite me to leave the signup flow to look for a deal. Will I come back?
Also, why would I need a coupon for a free trial?
Distracting Element
4. Add Bank Account
More Good Indicators
Always nice to see those trusty names
Adding a bank account is a VERY BIG request, but helper/reassurance copy
nearly nonexistent.
Lack of Context
Lack of Context
Why is this part of a wizard instead of being accomplished within the context of the app itself?
!How will I know to add more down the line?
Also…
5. Contact Info
Keepin’ It Fresh
Friendly picture helps break up the monotony of this extended signup process.
Am I really customizing the app? It seems like I’m just
providing contact info.
Correct Wording& Timing?
Correct Wording& Timing?Is providing this info critical
for me getting value out of the app, or is it for their
benefit?
6. Invite Members
Keepin’ It Fresh, pt. II
Envelope imagery a fun & recognizable metaphor.
That said…
… it can also be perceived as “oh, this is where you ask me
to spam my friends”
Lack of Context
Lack of Context
Why is this part of a wizard instead of being accomplished within the context of the app itself?
!How will I know to add more down the line?
Again…
7. Personal Message
Keepin’ It Fresh, pt. III
Awesome way to switch up content types for retaining attention
This is distracting & doesn’t seem to be related. A frontend dev mistake?
Attention to Detail
8. Getting Started
Hitting theGround Running
Dummy data provides a preview of what charts will look like once banking
info is loaded.
Hitting theGround Running
Tasks & Notifications preloaded with “next step”
items.
Demo charts are cool, but do they really help me towards getting actual value out of the app?
Actually Getting Somewhere
These could be WAY more prominent during first use.
Actually Getting Somewhere
The End!
( Everything from here on is just free exploration. )
I hope you enjoyed the deep dive!
There’s lots more where that came from - check out samuelhulick.com/user-onboarding for updates!