If the onboarding process is not simple, useful for the user, and focused on taking the user to that moment of value perception, then it will not be well designed. Therefore, when we design or experiment in optimizing this process, we must always be clear that it is for the benefit of the user and that it is the user who we have to help experience that moment of revelation .Now that you know what the onboarding process is and how important it is, you will have decided to optimize it . TRUE? Come on, there’s surely an onboarding tool out there. To post messages that tell the user how good, beautiful, functional, cool and churrisqui my product is. A question here, a pop-up chat there… Done! I’m sure the user gets it the first time…
The Wow moment and the search for the holy grail
Shall we go back a little higher? Right at the point where we see that top industry data the onboarding process is, so to speak, the process from which the user goes from being “a mere (not a fish) and curious spectator to being someone who has decided to use our product” . It is a very important point. TRUE? Because yes, in a few weeks we could disappoint him and cause him to abandon us. Come on, we never have anything insured.
Characteristics of poorly designed onboarding
There are many tools to assist the user during these first contacts with the product, whether with the typical speech B2B Fax Lead bubbles, on-screen messages, chats, etc. In fact, it is quite common to find assisted onboarding processes . However, it is also easy to find poorly designed processes that end up being annoying , irrelevant to the user, or that attempt to teach too many things, distancing the user from the primary objective.If the onboarding process is not simple, useful for the user, and focused on taking the user to that moment of value perception, then it will not be well designed. Therefore, when we design or experiment in optimizing this process, we must always be clear that it is for the benefit of the user and that it is the user who we have to help experience that moment of revelation .