oNBOARDING case Studies

Airtable

oNBOARDING case Studies

Clearbit

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Masterclass

oNBOARDING case Studies

Slack

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Hellosign

oNBOARDING case Studies

Quickbooks

oNBOARDING case Studies

Coda

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Asana

oNBOARDING case Studies

Notion

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Klaviyo

oNBOARDING case Studies

Bumble

1) Asking for work emails Only

Setting the tone for what Asana is for: work.

They get better quality signups this way

2) Using a Contextual Walkthrough

Showing me how to use product

3) Microcopy to assure users

Means the user is not stuck on one layout / decision.

This reduces this cognitive load and makes them more likely to continue

4) Asking for referrals early

Asana is shortcutting the viral loop here.

Waiting for you to get value first increases time it takes to get others involved.

Tip: Ask early in the onboarding flow for teammates, Even if they skip it, it will increase referral loop you ask early.

Read: Andrew Chen what’s your Viral Loop

5) Tool tips for more advanced features

6) Getting users to a win

Short time to value. Asana have made it very simple to create a project.

Help the user to appreciate the steps they’ve taken.

Reinforces the key action as a positive.

7) Asking for notifications after value

Use a permission priming screen.

And provide context. “Stay up to date with this project”

Then if a user says no, you can ask again.

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