Free Trial On-boarding

Time: 2 weeks

Scope: UX/UI

Problem

The on-boarding flow for our B2B product, Teamwork Pro, was laborious. Users had to take 5 steps that were data-input heavy all before seeing the product.

Discovery

After testing this flow we discovered that:

Asking for payment upfront caused drop off (97.2% on step 1)
Trust of the product was low therefore, asking users to invite their team members before seeing the product was unsuccessful
Dual-column layout was distracting and users lost focus of the task

Question

“How might we simplify the on-boarding process, gain users trust and get them to see the value of our product? ”

Answer

Make signing up as pain-free as possible
Minimize clicks and get them into to product ASAP
Use feature tours to help them get set up

Process

I went through a few white-boarding sessions with the product team to strip this flow down to the bare bones and reduce any data collection that wasn’t 100% necessary for setting up an account.

2 versions of the new flow were tested. The successful flow involved the least data entry and got the user into the product quickly.

Solution

The on-boarding process was reduced from 5 screens to 1 screen.

Next Steps

Improving the entry points to this flow and the user journey after sign up were out of scope for this project. Next we will be looking at testing different versions of free trial landing pages and making improvements to the first time in-product experience.