Self-service app onboarding

Create smooth first-time app and feature introductions. Tailor your UX to aid specific user segments achieve their goals. Boost customer activation and conversion rates with user-friendly signup flows.

Guided on-boarding for a web SaaS app
Guided on-boarding for a web SaaS app
Guided on-boarding for a web SaaS app

An introduction to Self-Service Onboarding

What is Self-Service Onboarding?

Create a new user experience where people can learn on their own. Self-service onboarding combines intuitive design with guidance to get people up-to-speed in your application. Tailor your new user experience to get users to complete their profile.

Save time for your team by automating the early user journey. Drive feature adoption through in-product tutorials, resources, and guided user flows.

Let people discover your product at their own pace, provide guidance when they need it, and incorporate step-by-step walkthroughs in your UX.

Why self-service onboarding works

By investing in your user's success, you invest in your product's success. Think about how to provide value and growth for your audience, so they continue to use your product or service. Make features intuitive and easy to discover. Guide first-time users to build their confidence, and deliver desired outcomes.

Investing in your onboarding experience makes the first use easier for users. Reducing friction and providing confidence in your platform. Show your users how to succeed, get them to value quickly, and turn them into power users. Unlock better user activation through tailored user experiences.

Key onboarding elements:

  • Application welcome tours

  • Guided user signup

  • Feature discovery flows

  • Interactive tutorials

  • Contextual help tooltips

  • Progress tracking

Use new user and feature onboarding to drive adoption. Self-service strategies are a way to teach users and provide education.

Is self-service onboarding right for your business?

Creating UX that enables your audience to confidently take action, builds trust. Use self service onboarding as a means to introduce your app, brand, and user experience. Provide the right guidance as users need it, so they can do what they want.

Measure your new user funnels to refine your onboarding flows. Find ways to introduce your community to the value of your product and features. Continue to improve by reducing the time users need to get to value.

What are some examples of onboarding experiences?

New User Onboarding

  • Introducing your app and welcoming users

  • Core feature tutorials

  • Quick-start guides

  • Account setup checklists

Feature Discovery

  • Contextual tooltips

  • Interactive walkthroughs

  • Progress indicators

  • Success celebrations

Ongoing Education

  • Advanced feature guides

  • Best practice tips

  • Usage suggestions

  • Help documentation

Why invest in self-service onboarding

Having user-friendly products is half of the process. Develop a user experience strategy around helping user personas succeed. Provide user education at the right time, to improve conversion rates and retention rates.

Exceed user expectations in the arly customer journey. Learn from your customer behavior, and create opportunities to improve new user business goals. Go beyond a free trial, and develop product experiences that keep users engaged.

Our product team has developed onboarding flows that have led to massive growth for startups. We deliver self-service experiences that turn new users into product experts.

What we offer

User research

Understand your target audience's needs, behaviors and motivations. By gathering data about your users, we can design products that meet their needs. Learn how people use your product to make it better, with real user feedback.

Product strategy

Create a high-level plan for achieving goals with your product. Identify your target audience, value props, and how to market each step of your product lifecycle. Define the vision and direction of your product's development and success.

Information Architecture

Organize your application's content in a way that is easy for your users to understand. Create a user-friendly way to navigate your app or website. IA design aims to improve how users achieve goal outcomes in your UX.

User Interface Design

Build a user-friendly and fun product for your target audience. We focus on every visual detail to deliver a branded user experience. We bring your visual design and interactive design together into a unified UI design.

Prototyping

Test your ideas with a proof-of-concept. We take UI design and product needs to create clickable product prototypes. With a high-fidelity prototype you can test, refine, or build your ideas with confidence.

Design workshops

Bring your team together to solve design challenges. We provide a structured approach to generating ideas with your team. Using concepts to make design decisions, and harnessing your team's creativity to make your user experience better.

Our Process

Delivering impact-driven results, based on your company's goals & needs

1

Discovery

How we connect solutions with your brand

Your brand identity is the foundation of our partnership. We collaborate with our partners as part of your brand. To make the work we create feel like part of your organization. Being true to your brand is a vital part of our process.

  • Teach us about your company's vision, values, mission, and culture

  • Share your target audience and what makes your brand unique

  • Tell us what your company goals are for the near future

2

Research

How we drive your product strategy

Your goals are the foundation of our UX strategy. Understanding how your performing helps uncover opportunities for improvement. We apply user-centered design to reach your business goals. While improving your product value to your users.

  • Analyze your market position and competitive advantage

  • Identify your strengths, weaknesses, opportunities, and threats

  • Discover your users' needs, wants, behaviors, and pain points

3

Exploration

How we craft your user experience

Your target audience want to complete certain tasks. We work on streamlining user workflows, to make it easier for your audience to achieve their goals. Developing user-centered flows to make your UX better for your users.

  • Document user journeys based on user tasks and goals

  • Identify ways to simplify and improve user flows

  • Compare ideas to prioritize concepts based on user and business value

4

Design

How we build user experiences?

We work together to find the right design direction with simple wireframes. With the layout we are able to flesh out the user interface and interactions. Building the design with a clickable prototype gives us a way to test with users. Resulting in a ready-to-build product design.

  • Set the design direction with wireframes as the blueprints for concepts

  • Create wireframes to choose options to push into high-fidelity design

  • Build clickable prototypes to test usability and refine concepts

5

Optimization

How we use data to make products better

We launch your UX to real-world users to measure how it performs. Measuring how well our solutions perform, gathering user feedback, and finding ways to make things better. By making adjustments, we balance the line of great user experience and business goals.

  • Create a roadmap to develop and deliver features

  • Gather user feedback and measure real-time app usage

  • Improve the UX to better achieve user and business goals

  • Monitor and improve based on company priorities

Our Process

Delivering impact-driven results, based on your company's goals & needs

1

Discovery

How we connect solutions with your brand

Your brand identity is the foundation of our partnership. We collaborate with our partners as part of your brand. To make the work we create feel like part of your organization. Being true to your brand is a vital part of our process.

  • Teach us about your company's vision, values, mission, and culture

  • Share your target audience and what makes your brand unique

  • Tell us what your company goals are for the near future

2

Research

How we drive your product strategy

Your goals are the foundation of our UX strategy. Understanding how your performing helps uncover opportunities for improvement. We apply user-centered design to reach your business goals. While improving your product value to your users.

  • Analyze your market position and competitive advantage

  • Identify your strengths, weaknesses, opportunities, and threats

  • Discover your users' needs, wants, behaviors, and pain points

3

Exploration

How we craft your user experience

Your target audience want to complete certain tasks. We work on streamlining user workflows, to make it easier for your audience to achieve their goals. Developing user-centered flows to make your UX better for your users.

  • Document user journeys based on user tasks and goals

  • Identify ways to simplify and improve user flows

  • Compare ideas to prioritize concepts based on user and business value

4

Design

How we build user experiences?

We work together to find the right design direction with simple wireframes. With the layout we are able to flesh out the user interface and interactions. Building the design with a clickable prototype gives us a way to test with users. Resulting in a ready-to-build product design.

  • Set the design direction with wireframes as the blueprints for concepts

  • Create wireframes to choose options to push into high-fidelity design

  • Build clickable prototypes to test usability and refine concepts

5

Optimization

How we use data to make products better

We launch your UX to real-world users to measure how it performs. Measuring how well our solutions perform, gathering user feedback, and finding ways to make things better. By making adjustments, we balance the line of great user experience and business goals.

  • Create a roadmap to develop and deliver features

  • Gather user feedback and measure real-time app usage

  • Improve the UX to better achieve user and business goals

  • Monitor and improve based on company priorities

Our Process

Delivering impact-driven results, based on your company's goals & needs

1

Discovery

How we connect solutions with your brand

Your brand identity is the foundation of our partnership. We collaborate with our partners as part of your brand. To make the work we create feel like part of your organization. Being true to your brand is a vital part of our process.

  • Teach us about your company's vision, values, mission, and culture

  • Share your target audience and what makes your brand unique

  • Tell us what your company goals are for the near future

2

Research

How we drive your product strategy

Your goals are the foundation of our UX strategy. Understanding how your performing helps uncover opportunities for improvement. We apply user-centered design to reach your business goals. While improving your product value to your users.

  • Analyze your market position and competitive advantage

  • Identify your strengths, weaknesses, opportunities, and threats

  • Discover your users' needs, wants, behaviors, and pain points

3

Exploration

How we craft your user experience

Your target audience want to complete certain tasks. We work on streamlining user workflows, to make it easier for your audience to achieve their goals. Developing user-centered flows to make your UX better for your users.

  • Document user journeys based on user tasks and goals

  • Identify ways to simplify and improve user flows

  • Compare ideas to prioritize concepts based on user and business value

4

Design

How we build user experiences?

We work together to find the right design direction with simple wireframes. With the layout we are able to flesh out the user interface and interactions. Building the design with a clickable prototype gives us a way to test with users. Resulting in a ready-to-build product design.

  • Set the design direction with wireframes as the blueprints for concepts

  • Create wireframes to choose options to push into high-fidelity design

  • Build clickable prototypes to test usability and refine concepts

5

Optimization

How we use data to make products better

We launch your UX to real-world users to measure how it performs. Measuring how well our solutions perform, gathering user feedback, and finding ways to make things better. By making adjustments, we balance the line of great user experience and business goals.

  • Create a roadmap to develop and deliver features

  • Gather user feedback and measure real-time app usage

  • Improve the UX to better achieve user and business goals

  • Monitor and improve based on company priorities

All of our services

Building a cohesive user experience for your product & services, designed to fit your your brand.

San Diego Website Design & Development

Design your website, define your content strategy, develop your website, and grow your business.

Market your products or services with branded web design. We can create custom web designs or use templates to develop your desired site. Our team can develop your website with traditional code or no-code options. With options for ongoing support, or CMS designs for self-service.

All of our services

Building a cohesive user experience for your product & services, designed to fit your your brand.

San Diego Website Design & Development

Design your website, define your content strategy, develop your website, and grow your business.

Market your products or services with branded web design. We can create custom web designs or use templates to develop your desired site. Our team can develop your website with traditional code or no-code options. With options for ongoing support, or CMS designs for self-service.

All of our services

Building a cohesive user experience for your product & services, designed to fit your your brand.

San Diego Website Design & Development

Design your website, define your content strategy, develop your website, and grow your business.

Market your products or services with branded web design. We can create custom web designs or use templates to develop your desired site. Our team can develop your website with traditional code or no-code options. With options for ongoing support, or CMS designs for self-service.