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CloudSync

SaaS Onboarding Flow

UX Design2024
Activation 23%→61%

Overview

Redesigned the onboarding experience for a B2B SaaS product to improve user activation rates.

Client
CloudSync
Year
2024
Service
UX Design

The Challenge

Only 23% of new users were reaching the 'aha moment' and activating their accounts.

Research & Discovery

Mapped out the user journey, identified friction points, and interviewed 20 users who churned during onboarding.

Research process

Design Decisions

Created a guided, step-by-step onboarding with contextual help, progress indicators, and optional tutorials.

Design preview

Final Result

Final result

The Outcome

Activation 23%→61%

Activation rate increased from 23% to 61%, time-to-value reduced by 50%, and support tickets decreased by 30%.

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