One of the biggest onboarding mistakes I’ve seen is designing the experience around the product instead of the user. We introduce the dashboard. Then the navigation. Then five features. Then settings. Then integrations. By the end, the user knows more about the product, but still hasn’t accomplished what they came here to do. That’s when…
For years, product teams have treated onboarding as a fixed journey. Sign up. Complete your profile. Watch a product tour. Try a feature. Hopefully, reach the “aha” moment. It works reasonably well. But there is a problem. Not every user starts with the same goal, the same level of experience, or the same amount of…
When launching a new product or redesigning an existing experience, one question comes up surprisingly often: Should we use tooltips or a guided tour? I’ve used both, and I’ve learned that neither is automatically better. The real question is what the user needs to understand, when they need to understand it, and how much information…
Personalization sounds like one of those things every modern product should have. Show different users different screens. Ask about their role. Recommend relevant features. Customize the onboarding flow. It sounds great in a product strategy meeting. But I’ve learned that personalization can easily create a different problem. Too much personalization can make onboarding more confusing.…
One of the first onboarding experiences I worked on had a problem that wasn’t immediately obvious. Everything was technically correct. The screens were well designed. The instructions were clear. The product tour explained the important features. Yet new users were still dropping off. When we started talking to users, we heard something interesting: “There was…