How To Design An Engaging Onboarding Experience
summary
Insightly redesigns onboarding around three CTAs: a 1–1.5 minute orientation video that sells the why, short tutorials mapping product features to core use cases, and an optional checklist of get‑started tasks that uses the goal‑gradient effect. The team rejects persona gates, click‑through tours and forced UX, instruments flows with Pendo and YouTube analytics, and measures outcomes: trial→paid conversion rises >20%, onboarding engagement nearly doubles, and users who use the module are ~1.5× more likely to convert.
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chapters (24)
- 0:00Intro
- 1:31About Insightly
- 3:03Raised
- 4:34Landing Pages
- 5:21Series C
- 6:28Positioning
- 8:37Onboarding Experience
- 9:20How Do We Do This
- 9:50All More Users By Persona
- 10:27Job Titles Are Relative
- 11:30MultiStep Walkthrough
- 11:54Why Wouldnt Work
- 13:12Dark UX
- 18:34The Why
- 20:42What is Insightly
- 22:35Orientation
- 25:23Core Values
- 26:01Sales Process
- 29:55Onboarding Results
- 30:35YouTube Analytics
- 31:05How to deal with variability
- 32:39Onboarding videos
- 41:10Maria Thomas
- 46:53Separating files
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