Onboarding

A case study in setting up different audiences for success (2021)

Answering the investor profile questions in the updated onboarding
The Challenge
Members drop into their new product without understanding how it will serve their investing needs.
The Solution
Asking members some key questions to help them understand how they could successfully use the product they just purchased.
Results
An onboarding display with a simpler more direct approach to pathing the user to one of four investing personas that will in turn reshape the site experience to better serve their particular needs.

New users were coming into the product at different levels of investing proficiency. I led the design and product strategy for pathing to route user’s experience to meet their specific needs.

More to come…

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Designing & developing websites since Web0. Writing mostly about design, CSS, product strategy, leadership, investing, and more. Thanks for reading.

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Greg Robleto

Greg Robleto

Designing & developing websites since Web0. Writing mostly about design, CSS, product strategy, leadership, investing, and more. Thanks for reading.