Users who reach a first success quickly tend to stay. Onboarding is the work of getting them there with as little friction as possible.

Define the first success

Decide the one thing a new user must do to see value, such as sending a first invoice or inviting a colleague. Shape everything around reaching it.

Reduce the friction

Small changes help a lot.

  • Ask only for what you need at sign up
  • Offer sample data so the screens are not empty
  • Show a short checklist of next steps
  • Send a helpful email on day one and day three

Watch where people stop

Look at where new users give up and fix that step first. A simple conversation with a few users often shows the problem faster than data.