On User Onboarding

I recently did a product huddle with one of our portfolio companies.

They’re in a somewhat regulated industry and customer privacy is a chief concern shaping their product.

But we’re not there yet.

Because to provide this kind of experience, we need a lot of information.

We need to know intimate details about a customer’s sales, purchasing power, and business relationships. We need to know if the prospect is a decision-maker, aka credit card holder, and we might even need to hop on the phone to vet you.

These requirements do not a great first user onboarding make.

In discussing this issue, the idea of eventual vs immediate needs was born.

With this approach to user onboarding we’re going to trim down the form fields, time investment, and prospect headspace as they consider our solution.

Indeed, the last thing we need is friction between pain and relief.

You may also like…

Flight Rules: An Astronaut’s Guide to Life in a Startup

Flight Rules: An Astronaut’s Guide to Life in a Startup

With Mars in headlines, I recently re-read Commander Chris Hadfield’s book, “An Astronaut’s Guide to Life on Earth.” It offers a rare glimpse into an industry premised on iteration and built on decades of astonishing successes and spectacular failures; a program that...

5 Days to Become a Cold Email Pro: Day 5

5 Days to Become a Cold Email Pro: Day 5

Welcome to the fifth and final day of our week-long series on creating and sending effective personalized cold emails. Today we’ll cover how to handle responses, and tips on boosting response rates. If you missed them, check out our previous posts on choosing the...

5 Days to Become a Cold Email Pro: Day 4

5 Days to Become a Cold Email Pro: Day 4

Welcome to the fourth day of our week-long series on creating and sending effective personalized cold emails. Today we’re going to cover campaign setup. If you missed it, check out our previous posts on choosing the right tool for your cold email campaign, defining...