Simplifying and speeding up SaaS onboarding

Simplifying and speeding up SaaS onboarding

00

Adjust's onboarding redesign boosted activation rates by 40% and cut drop-off by 30% through personalized flows and reduced friction.

Adjust's onboarding redesign boosted activation rates by 40% and cut drop-off by 30% through personalized flows and reduced friction.

Adjust's onboarding redesign boosted activation rates by 40% and cut drop-off by 30% through personalized flows and reduced friction.

problem

Adjust’s original onboarding flow created friction at the most critical stage of the user journey: New users struggled to understand what to do first. Setup felt complex and technical, especially for less experienced users. Many users dropped off before reaching the product’s core value. Customer support and CSM teams frequently had to step in to help users complete onboarding. and the data analysis and user interviews showed that users who didn’t reach their first successful integration early were far less likely to activate or retain.

solution

Simplify the onboarding process to reduce setup time, decrease Customer Success consultations, and improve user engagement with advanced platform features. Transform Adjust's complex onboarding into a streamlined, intuitive experience that enables successful app setup without extensive support.

Contribution

Creative direction, Product strategy, User experience, Visual design, Design systems

Contribution

Creative direction, Product strategy, User experience, Visual design, Design systems

Contribution

Creative direction, Product strategy, User experience, Visual design, Design systems

Contribution

Creative direction, Product strategy, User experience, Visual design, Design systems

timeframe

4 Months

timeframe

4 Months

timeframe

4 Months

timeframe

4 Months

Role

Senior Product Designer

Role

Senior Product Designer

Role

Senior Product Designer

Role

Senior Product Designer

01

Three core principles guided the design: "Assist, don't take over"; providing flexibility when plans change; "Provide context"; showing how steps interconnect; and "Less is more"; ensuring every element adds genuine value. The philosophy recognized that mobile marketing setup is complex, so design should reduce cognitive load rather than oversimplify technical requirements.

03

03

Why it Matters

Three core principles guided the design: "Assist, don't take over"; providing flexibility when plans change; "Provide context"; showing how steps interconnect; and "Less is more"; ensuring every element adds genuine value. The philosophy recognized that mobile marketing setup is complex, so design should reduce cognitive load rather than oversimplify technical requirements.

Three core principles guided the design: "Assist, don't take over"; providing flexibility when plans change; "Provide context"; showing how steps interconnect; and "Less is more"; ensuring every element adds genuine value. The philosophy recognized that mobile marketing setup is complex, so design should reduce cognitive load rather than oversimplify technical requirements.

Impact

27% → 14%

Reduced churn rate

27% → 14%

Reduced churn rate

27% → 14%

Reduced churn rate

27% → 14%

Reduced churn rate

x28%

Configuration speed

x28%

Configuration speed

x28%

Configuration speed

x28%

Configuration speed

.say Hola!

I'm open for freelance projects, feel free to email me to see how can we collaborate

.say Hola!

I'm open for freelance projects, feel free to email me to see how can we collaborate

.say Hola!

I'm open for freelance projects, feel free to email me to see how can we collaborate

.say Hola!

I'm open for freelance projects, feel free to email me to see how can we collaborate