user onboarding deep dive: lessaccounting

LessAccounting.com

User Onboarding Deep Dive

@SamuelHulick

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!