User Onboarding Deep Dive: LessAccounting
2 likes2,148 views
I recently signed up for LessAccounting, and documented my experience with screenshots and annotated recommendations! If you like this kind of stuff, check out http://samuelhulick.com/user-onboarding
User Onboarding Deep Dive: LessAccounting
- 1. User Onboarding Deep Dive LessAccounting.com @SamuelHulick
- 2. Some of these details are tiny. Best viewed in full-screen mode!
- 3. Overview
- 4. Home Page Signup Page Billing Info Add Bank Account Contact Info Invite Members Personal Message Getting Started
- 5. 1. Home Page
- 7. Nice personality! Friendly faces draw you in
- 8. Nice personality! Punchy, highcontrast colors!
- 9. Nice personality! Kenneth from 30 Rock?!
- 10. Could be clearer Explainer headlines a bit de-emphasized
- 11. Could be clearer Screenshot doesnt make it easy to visualize using the product
- 12. Could be clearer Primary CTA somewhat lost in the shuffle
- 14. Lots of social proof! Those are some hella reputable institutions
- 15. Lots of social proof! Nice testimonial more of them would be even better!
- 16. CTAs could be stronger Not exactly an aspirational figure
- 17. CTAs could be stronger Low-contrast & not benefits-oriented
- 19. CTAs could be stronger Not a super assertive way to close things out
- 20. 2. Signup Page
- 22. Timely & Helpful Info! Nice to know what Im getting myself into
- 23. Timely & Helpful Info! Great way to predict & overcome objections
- 24. Timely & Helpful Info! Very helpful - should probably be home page material!
- 25. Minor Ambiguity Whered the header & logo go?
- 26. Minor Ambiguity Its a FREE trial, right?
- 27. Minor Ambiguity What constitutes super happy? What happens if Im not?
- 28. 3. Billing Info
- 30. Good Indicators Nice to know which cards I can use.
- 31. Good Indicators Secure checkout is a nice reassurance
- 32. Distracting Element 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?
- 33. 4. Add Bank Account
- 35. More Good Indicators Always nice to see those trusty names
- 36. Lack of Context Adding a bank account is a VERY BIG request, but helper/reassurance copy nearly nonexistent.
- 37. Lack of Context Also 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?
- 38. 5. Contact Info
- 40. Keepin It Fresh Friendly picture helps break up the monotony of this extended signup process.
- 41. Am I really customizing the app? It seems like Im just providing contact info. Correct Wording & Timing?
- 42. Is providing this info critical for me getting value out of the app, or is it for their benefit? Correct Wording & Timing?
- 45. Keepin It Fresh, pt. II Envelope imagery a fun & recognizable metaphor. That said
- 46. Lack of Context it can also be perceived as oh, this is where you ask me to spam my friends
- 47. Lack of Context Again 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?
- 50. Keepin It Fresh, pt. III Awesome way to switch up content types for retaining attention
- 51. Attention to Detail This is distracting & doesnt seem to be related. A frontend dev mistake?
- 54. Hitting the Ground Running Dummy data provides a preview of what charts will look like once banking info is loaded.
- 55. Hitting the Ground Running Tasks & Notifications preloaded with next step items.
- 56. Actually Getting Somewhere Demo charts are cool, but do they really help me towards getting actual value out of the app?
- 57. Actually Getting Somewhere These could be WAY more prominent during first use.
- 58. The End! ( Everything from here on is just free exploration. )
- 59. I hope you enjoyed the deep dive! Theres lots more where that came from check out samuelhulick.com/user-onboarding for updates!
Editor's Notes
- #2: {}