Onboarding Teardown Overview

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HIT
  • Progress Bar: Display a constant progress bar to provide clear visual feedback during onboarding process.
  • Clear Instructions: Provide uncluttered and clear instructions, ensuring that participants understand each step and are primed for the installation process.
  • Pre-Written Installation Code: Offer pre-written code that is easy to install, even for non-tech folks.
  • Easy Login Options: Simplify the login process by providing options for easy access, such as signing in with Gmail or Outlook. Although asking for a code may add some friction, the option to directly open Gmail/Outlook make it easier to proceed.
  • Demo Site Access: Even if the code is not installed, they can explore a fully functional "Hotjar demo site" to experience the product firsthand.
📣
MISS
  • Low discoverability of free trial: No trial available for high-priced B2B products, hindering decision-making for potential buyers. It is available, but not in this flow.
  • Verification code requirement: Asking for a verification code disrupts user flow and increases the risk of bugs and drop-offs.
  • Inappropriate promotion timing: Pushing a sub-product at the wrong stage, causing confusion for users after session recordings.
  • Low discoverability of Hotjar Demo Site: Difficult to find and access the Hotjar Demo Site, impacting user exploration and understanding of the product.
 
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