Onboarding is a customer’s first impression of your product. The way you research, design, and implement user onboarding can make or break the overall experience. So how do you refine this important aspect of your product’s UX?

Pulkit Agrawal, Co-founder and CEO of Chameleon, joins us to discuss just that: How to optimize the user onboarding experience to get your customers off to a great start.

In this episode:

• What is onboarding?
• Best practices for onboarding users
• How to integrate personality into onboarding

Highlights:

• [1:24] What is onboarding in an app?
• [3:50] Measuring the onboarding trade-offs
• [6:24] Where should UXers start optimizing their onboarding?
• [8:42] Limited segmentation in onboarding
• [12:09] How can UXRs understand the customer's core issues?
• [15:06] Onboarding golden practices
• [18:01] Great onboarding examples
• [22:40] Increasing user motivation
• [26:55] Implementing the right triggers and motivations to match the user and the product
• [28:49] Onboarding mistakes UXers make
• [30:38] The big picture versus the details
• [33:06] Top tips and takeaways about onboarding

About our guest

Pulkit Agrawal is the Co-founder and CEO of Chameleon, a product adoption platform for SaaS that helps companies create better user onboarding. He is also an Angel Investor at product-led startups and a part-time featured speaker at Product School. Before founding Chameleon, Pulkit was the UX and User Onboarding Mentor at 500 Startups.