I've noticed that 60% of users are dropping off during our onboarding process after signing up for our SaaS product, which is really hampering our growth. They typically leave around steps 2 or 3, and I'm struggling to figure out how to optimize this flow. The onboarding has six steps right now, and while I understand why we need to collect company information and set up integrations, I'm concerned that asking for so much at once is driving people away. From looking at other successful apps, it seems like many only gather information progressively after showcasing value. For example, Notion lets users explore templates without prior setup, and Figma allows immediate design without configuration. My dilemma is that completely revamping our onboarding would require about three weeks of development, and I'm not confident that the new design would actually lead to better conversion rates. How can I effectively validate changes to my onboarding process before fully committing to them?
3 Answers
It sounds like you might benefit from consulting a Conversion Rate Optimization (CRO) expert. They can provide insights tailored to your specific situation. Also, try going through the onboarding process yourself – or better yet, get someone not involved in the development process to do it. Their fresh perspective could reveal pain points that you might not notice due to familiarity.
Consider simplifying your initial steps and gathering only essential contact details upfront. You can always ask for more info later in the process. Many users might abandon the flow if faced with too many requirements at once. Running a minimal version of your onboarding could help, allowing users to experience the product without overwhelming them from the get-go.
Yeah, I've been there! It's tough to stay objective as a developer. Bringing in a user without bias can highlight issues you may overlook since you’re so familiar with the product. User testing can be eye-opening and might show you where people struggle.

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