Saas Product Onboarding Process

Project Description:

Overhaul subscription-model Saas product onboarding process UI redesign and user-flow to streamline the onboarding experience.

Responsibilities:

  • User research

  • User journey map

  • Personas

  • User flow diagram

  • UI wireframe & hi-fi design

  • Frontend development

Challenges:

Ineffective and inefficient onboarding process causes delays for new user signups.

Objectives:

Design and develop a digital onboarding process that allows potential clients to input their vital information prior to the consultation call and select payment type for the Saas subscription.

01-sign up
02 - next steps
03 - choose a template
04 - business basics
05 - schedule consultation call
06- subscription payment
07 - set up confirmation
08 - dashboard

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