The 3 phases of improving user onboarding are understanding the customer journey, looking at areas we could optimize, and confidently making the changes.
Let's talk about the three phases of improving your onboarding. So let's concentrate on user onboarding in a free trial freemium way. And let's discuss how we would look at improving that. So you don't want to jump in and just make product changes, right.
So first, we need to understand your customer journey, map the metrics that matter most within it, and a build and construct a an experience that can be tracked, that doesn't change your product, if there's no major changes going on, so that you can then look at where there's drop off where there's friction points, without any major adjustments that could be costly mistakes and take up time. That's phase one.
And phase two, we look at the data and we look at areas we could optimize based on our understanding of where there is a drop off and friction points and we put in place very small tests. These may be tests to your experience layer in a way that is very minor to the product, or these could be tests within the tooli that you're using for now, before building up a full on experience in your walkthroughs or checklists, etc, or within parts of your signup flow where people may be dropping off. But these are minor changes. That shouldn't take a lot of time
In phase three, we learn from phase one and two about what's working, and what changes need to be made confidently. You look at the data. And now you have a very clear understanding from your tests that here's what we should build. And so at that point, you look at your UI UX changes and make product changes, that will be a little bit more substantial, because it's time well spent at that point.
So those are the three phases we look at when trying to improve onboarding