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BUILD WORLD CLASS
USER ONBOARDING
Methods, Tools and Hacks
unfamiliar
to intrigued
to exploring
to investing
ultimately satisfaction
If your company exists
to change the world
Crappy onboarding means it’s
changing a lot less...
In that way,
And as a business,
humanity is poorer
your company is
literally poorer
Onboarding rebuilt impact
+100%+10% +106%+100% +252%
KajabiHubspotAppsumoCustomer.ioGroove
Conversion from trial to paid customer
1. Capture users hearts!
2. Get sign-off from their minds
3. Path the way
4. Align in-app touchpoints
Capture Users hearts
1
Value Prop - Context - People - Aha! moment
We are going to nail 4 things
Start with an extremely clear
value proposition
Mailchimp is
doing it right
Value - Context - People - Aha!
Place it directly within the context of a familiar
activity
Value - Context - People - Aha!
app’s place inside the
context of real-world
workflows.
Value - Context - People - Aha!
A B
Which one do you think is most irresistible?
credit: Samuel Hulick
Value - Context - People - Aha!
B
Which one do you think is most irresistible?
Because it focuses
on making better
people, not on a
list of features
Value - Context - People - Aha!
Focus on making better people
This isn’t what you sell
This is
Potential customer Your product Awesome person
doing rad shit
credit: Samuel Hulick
make people
better at
iterating on
designs
Value - Context - People - Aha!
Know what you are making people better at
make people
better at
remembering
things
make their
business personal
Value - Context - People - Aha!
Find your “aha! moment”
“oh! I can throw fireballs
by eating
flowers?”
Unlock your aha! moment as fast as possible
“Wait, I can rent
movies without going
to the video store?”
“Hold on, I just drag my
files into this one folder and
they’re automatically on all
my devices?”
“Whoa, I can have super
strong passwords without
having to remember any
of them?”
Value - Context - People - Aha!
“If your “aha moment” comes
deep inside your product, you’ve
already lost.”
- Samuel Hulick -
User onboarding expert
Now we just need to get
sign-off from the mind.
We’ve already
captured their heart
Get sign-off
from their minds
2
Think beyond features
Specific ways your
product exceeds all the
other options
How your product is just
as good as all the other
List your product USPs
Testimonials are effective at establishing
trust and credibility
Logo
Face
TitleName
intercom.com
Transparency, confidence, and generosity
can go a long way.
If you were featured, let people know!
If you have the power of numbers, let
prospective users know
Where there’s smoke, there’s fire.lydia.com
Including with social media counters
Make your user base more successful
Kind of person Slack helps people
become
Very specific and relevant vitality real-
world indicators. Impressive!
slack.com
Path the way
3
Remove frictions that slow
people down
We are going to focus on 2 things
Don’t let users drift away
Remove frictions
that slow
people down
Screw CAPTCHAs unless
you’re absolutely dying from
spam.
Study about CAPTCHAs by
Do you absolutely HAVE to:
● Get their phone number at signup?
● Have them confirm email before using the
app?
If many information needed, consider breaking
down into consumable steps
Its signup is composed of 15+ steps easy to take.
Don’t let users
drift away
Ever seen a field for a coupon code and opened a new
tab to do a search? That’s your flow being allowed to drift,
and it’s dangerous.
Requiring email address to be confirmed
is a big-time drifter
Allow provisional access until email is
confirmed to keep user in
By now your users should have taken
the first step by signing up.
Let’s align in-app touch points to set
them for success at every turn.
Align in-app touch points
4
First impression - One seat - Cut steps
3 rules to follow
Make sure this first impression ends with a
cherry on top
First impression - One seat - Cut steps
To do so provide users a taste of success
Buffer first
experience aligns
with product
essence: scheduling
social updates.
First impression - One seat - Cut steps
First impression - One seat - Cut steps
Make first win achievable from one seat
source: https://www.youtube.com/watch?v=H-gomrSqmu4
Let’s see how Google
Doc shrunk a chain of
dependencies down from
5 to 2.
First impression - One seat - Cut steps
Cut as many steps as possible
Does your Google Doc
absolutely HAVE to have
a name?
Google just default edit to
“Untitled document”.
First impression - One seat - Cut steps
Do you absolutely need to
save it?
There’s nothing happening
here that an autosave
couldn’t
First impression - One seat - Cut steps
Do you absolutely need to
copy the link manually?
In Google Doc the link is
automatically selected and
copied
First impression - One seat - Cut steps
Google shrunk the chain and sacrificed
very little power to create a doc
First impression - One seat - Cut steps
Ultimately
First impression - One sit - Cut steps
Align these 3 rules with activation
Activation you have defined
Twitter saw a massive spike in
signup retention once started
encouraging people to follow
instead of search or tweet.
Everybody knew people they
were interested in ;)
Twitter activation = ~ 30 followers
2,000
messages
saves weekly
for 4 weeks
Find next User
Onboarding pain
Roll-out improvements and repeat.
Measure each steps of your onboarding to learn
where to improve
Temper.io Intercom.com Medallia.com
Measure customer satisfaction
1. Capture users hearts!
2. Get sign-off from their minds
3. Path the way
4. Align in-app touchpoints
Remember the process
Great books and blogs I used
to write these slides ;)
THANK YOU!
Enzo Avigo
@0zne
enzoavigo@gmail.com
Let’s talk about building great products
www.productschool.com
Part-time Product Management, Coding, Data Analytics, Digital
Marketing, UX Design, Product Leadership courses and Corporate
Training

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World-Class Onboarding & Validating Hypotheses w/ Intercom & Zalando

  • 1. www.productschool.com World-Class Onboarding & Validating Hypotheses w/ Intercom & Zalando
  • 2. Join 35,000+Product Managers on Free Resources Discover great job opportunities Job Portal prdct.school/PSJobPortalprdct.school/events-slack
  • 3. C O U R S E S Product Management Learn the skills you need to land a Product Manager job
  • 4. C O U R S E S Coding for Managers Build a website and gain the technical knowledge to lead software engineers
  • 5. C O U R S E S Data Analytics for Managers Learn the skills to understand web analytics, SQL and machine learning concepts
  • 6. C O U R S E S Learn how to acquire more users and convert them into clients Digital Marketing for Managers
  • 7. C O U R S E S UX Design for Managers Gain a deeper understanding of your users and deliver an exceptional end-to-end experience
  • 8. C O U R S E S For experienced Product Managers looking to gain strategic skills needed for top leadership roles Product Leadership
  • 9. C O U R S E S Corporate Training Level up your team’s Product Management skills
  • 10. BUILD WORLD CLASS USER ONBOARDING Methods, Tools and Hacks
  • 11. unfamiliar to intrigued to exploring to investing ultimately satisfaction
  • 12. If your company exists to change the world
  • 13. Crappy onboarding means it’s changing a lot less...
  • 14. In that way, And as a business, humanity is poorer your company is literally poorer
  • 15. Onboarding rebuilt impact +100%+10% +106%+100% +252% KajabiHubspotAppsumoCustomer.ioGroove Conversion from trial to paid customer
  • 16. 1. Capture users hearts! 2. Get sign-off from their minds 3. Path the way 4. Align in-app touchpoints
  • 18. Value Prop - Context - People - Aha! moment We are going to nail 4 things
  • 19. Start with an extremely clear value proposition Mailchimp is doing it right Value - Context - People - Aha!
  • 20. Place it directly within the context of a familiar activity Value - Context - People - Aha! app’s place inside the context of real-world workflows.
  • 21. Value - Context - People - Aha! A B Which one do you think is most irresistible? credit: Samuel Hulick
  • 22. Value - Context - People - Aha! B Which one do you think is most irresistible? Because it focuses on making better people, not on a list of features
  • 23. Value - Context - People - Aha! Focus on making better people This isn’t what you sell This is Potential customer Your product Awesome person doing rad shit credit: Samuel Hulick
  • 24. make people better at iterating on designs Value - Context - People - Aha! Know what you are making people better at make people better at remembering things make their business personal
  • 25. Value - Context - People - Aha! Find your “aha! moment” “oh! I can throw fireballs by eating flowers?”
  • 26. Unlock your aha! moment as fast as possible “Wait, I can rent movies without going to the video store?” “Hold on, I just drag my files into this one folder and they’re automatically on all my devices?” “Whoa, I can have super strong passwords without having to remember any of them?” Value - Context - People - Aha!
  • 27. “If your “aha moment” comes deep inside your product, you’ve already lost.” - Samuel Hulick - User onboarding expert
  • 28.
  • 29. Now we just need to get sign-off from the mind. We’ve already captured their heart
  • 31. Think beyond features Specific ways your product exceeds all the other options How your product is just as good as all the other List your product USPs
  • 32. Testimonials are effective at establishing trust and credibility Logo Face TitleName intercom.com
  • 33. Transparency, confidence, and generosity can go a long way. If you were featured, let people know!
  • 34. If you have the power of numbers, let prospective users know Where there’s smoke, there’s fire.lydia.com
  • 35. Including with social media counters
  • 36.
  • 37. Make your user base more successful Kind of person Slack helps people become Very specific and relevant vitality real- world indicators. Impressive! slack.com
  • 39. Remove frictions that slow people down We are going to focus on 2 things Don’t let users drift away
  • 40. Remove frictions that slow people down Screw CAPTCHAs unless you’re absolutely dying from spam. Study about CAPTCHAs by
  • 41. Do you absolutely HAVE to: ● Get their phone number at signup? ● Have them confirm email before using the app?
  • 42. If many information needed, consider breaking down into consumable steps Its signup is composed of 15+ steps easy to take.
  • 43. Don’t let users drift away Ever seen a field for a coupon code and opened a new tab to do a search? That’s your flow being allowed to drift, and it’s dangerous.
  • 44. Requiring email address to be confirmed is a big-time drifter Allow provisional access until email is confirmed to keep user in
  • 45. By now your users should have taken the first step by signing up. Let’s align in-app touch points to set them for success at every turn.
  • 46. Align in-app touch points 4
  • 47. First impression - One seat - Cut steps 3 rules to follow
  • 48. Make sure this first impression ends with a cherry on top First impression - One seat - Cut steps
  • 49. To do so provide users a taste of success Buffer first experience aligns with product essence: scheduling social updates. First impression - One seat - Cut steps
  • 50. First impression - One seat - Cut steps Make first win achievable from one seat source: https://www.youtube.com/watch?v=H-gomrSqmu4
  • 51. Let’s see how Google Doc shrunk a chain of dependencies down from 5 to 2. First impression - One seat - Cut steps Cut as many steps as possible
  • 52. Does your Google Doc absolutely HAVE to have a name? Google just default edit to “Untitled document”. First impression - One seat - Cut steps
  • 53. Do you absolutely need to save it? There’s nothing happening here that an autosave couldn’t First impression - One seat - Cut steps
  • 54. Do you absolutely need to copy the link manually? In Google Doc the link is automatically selected and copied First impression - One seat - Cut steps
  • 55. Google shrunk the chain and sacrificed very little power to create a doc First impression - One seat - Cut steps
  • 57. First impression - One sit - Cut steps Align these 3 rules with activation Activation you have defined
  • 58. Twitter saw a massive spike in signup retention once started encouraging people to follow instead of search or tweet. Everybody knew people they were interested in ;) Twitter activation = ~ 30 followers
  • 60. Find next User Onboarding pain Roll-out improvements and repeat.
  • 61. Measure each steps of your onboarding to learn where to improve Temper.io Intercom.com Medallia.com Measure customer satisfaction
  • 62.
  • 63. 1. Capture users hearts! 2. Get sign-off from their minds 3. Path the way 4. Align in-app touchpoints Remember the process
  • 64. Great books and blogs I used to write these slides ;)
  • 65. THANK YOU! Enzo Avigo @0zne enzoavigo@gmail.com Let’s talk about building great products
  • 66. www.productschool.com Part-time Product Management, Coding, Data Analytics, Digital Marketing, UX Design, Product Leadership courses and Corporate Training

Hinweis der Redaktion

  1. "As you checked in we sent you an email to join our online communities, events, and to apply for product management jobs. As members of the Product School community we'd like to provide you with these resources at your disposal."
  2. introduit actuellement product manager dans un eCommerce a Berlin qui s’appelle Zalando
  3. jonathan Haidt: the Elephant stuff is so much more powerful, let’s tackle that first. motivate elephant, direct the rider, prime the path. For example, your “Rider self” may want to save up money in the long term, but your “Elephant self” might see the latest iPhone and, well, suddenly that savings plan can wait. The key is to create touchpoints that orient the rational Rider in the right direction, while harnessing and guiding the urges of the emotional Elephant. You also want to shape the “Path” — the environment they’re traveling in — to support forward progress as much as possible.
  4. Think of onboarding not in terms of activating features, but in terms of how your product makes its users successful.
  5. Think of onboarding not in terms of activating features, but in terms of how your product makes its users successful.
  6. N26 → Mastercard
  7. All that’s left to do is pave that path so nobody loses their way in your app!
  8. NO. “The database requires it at signup” is not an answer you should sleep well at night with
  9. N26 is a mobile bank which need many information.
  10. now increases the likelihood they go all-in. It pushes toward first product win.
  11. It also has to be something someone is highly likely to already be prepared to do. If you’re an email marketing product and your first- run experience is banking on someone sending out their first campaign right away, you better hope a large majority of your signups are coming armed with something to say. Make sure it’s a very safe bet that your quick win is harnessing not only a real intent, but a current one at the moment of signup.
  12. Ultimately, you want someone to walk away from their first experience feeling a little happier, a little better off, and a little more invested in your product than they were when they started. Score that first win, and your life just got a whole lot easier as far as getting them to return is concerned. To boil everything down, think of it via this litmus test: what’s the one first step in your software that, if you knew someone took it, would make you feel WAY more comfortable in betting on them ultimately becoming highly-engaged users?
  13. 93% more likely to stick around when a user saves weekly, for four weeks after signup
  14. Ultimately, you want someone to walk away from their first experience feeling a little happier, a little better off, and a little more invested in your product than they were when they started. Score that first win, and your life just got a whole lot easier as far as getting them to return is concerned. To boil everything down, think of it via this litmus test: what’s the one first step in your software that, if you knew someone took it, would make you feel WAY more comfortable in betting on them ultimately becoming highly-engaged users?