<aside> 🚧 This case study is an early exploration of the existing onboarding flow. I am currently working on the design of the on boarding flow. Stay tune!

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TL;DR: REVISED ONBOARDING FLOW

The revised onboarding flow is driven by comparative research, including learnings from behavioral psychology and competitive analysis. The new flow reduced to a 9-steps process instead of the initial 18-steps process, so I have eliminated 50% of the excess steps, which would enhance user experience and increase conversation rate.

*Subject to further testing

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BUSINESS OBJECTIVES

The business goal is to drive a customer base. However, the existing user flow fails to do so since there are several unnecessary steps. While these steps (upselling products) provide more revenue and revenue streams for the business, they have decreased the conversion funnel. So I have decided to create a shorter user flow that helps users get from A to B.

WHO ARE OUR USERS?

Our target users for this portion of the website are small business owners, so the no.1 criterion is that we need to understand what small business owners care about.

Questions that I asked myself during this process were:

  1. What is holding them back and what drives their motivations?
  2. What are their goals and motivations?

RESEARCH

During the research, I have identified additional opportunities where we can partner with other companies to offer additional services that will provide benefits to small business owners.

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COMPETITIVE & COMPARATIVE ANALYSIS