Step 2 of 7 29% complete

Streamline Onboarding Flow

Remove friction, add guidance

The first session is critical. Optimize your onboarding:

  • Reduce signup fields - Name and email minimum, ask for details later
  • Show immediate value - Demo data or quick wins in first 2 minutes
  • Progressive profiling - Collect information as users engage
  • Clear next steps - Never leave users on a blank screen

Onboarding checklist pattern works well:

  1. Complete your profile
  2. Create your first [core object]
  3. Invite a team member
  4. Connect an integration