Onboarding Testing

Onboarding Testing

Onboarding Testing

Streamlined onboarding to drive retention

Streamlined onboarding to drive retention

Streamlined onboarding to drive retention

We need customers to see the value in our many features during their free trial of SimplePractice so they'll ultimately become customers.

We need customers to see the value in our many features during their free trial of SimplePractice so they'll ultimately become customers.

We need customers to see the value in our many features during their free trial of SimplePractice so they'll ultimately become customers.

Company

Company

Company

SimplePractice

SimplePractice

SimplePractice

Skills

Skills

Skills

Product Design UI & UX Design

Product Design UI & UX Design

Product Design UI & UX Design

Category

Category

Category

Growth

Growth

Growth

Date

Date

Date

March 2025

March 2025

March 2025

Dashboard Sidebar Close Up
Dashboard Sidebar Close Up
Dashboard Sidebar Close Up

Challenge

Challenge

Challenge

SimplePractice offers so many features, it can seem overwhelming at first. We need to make sure customers experience the perfect blend of onboarding instruction and value creation during their free trial. Too much information can cause customers to drop off, but not having enough information causes frustration, too.

SimplePractice offers so many features, it can seem overwhelming at first. We need to make sure customers experience the perfect blend of onboarding instruction and value creation during their free trial. Too much information can cause customers to drop off, but not having enough information causes frustration, too.

SimplePractice offers so many features, it can seem overwhelming at first. We need to make sure customers experience the perfect blend of onboarding instruction and value creation during their free trial. Too much information can cause customers to drop off, but not having enough information causes frustration, too.

How I brought calm
to the complexity

How I brought calm
to the complexity

How I brought calm to the complexity

I created onboarding principles. I redesigned our onboarding checklist.

I created onboarding principles. I redesigned our onboarding checklist.

I created onboarding principles. I redesigned our onboarding checklist.

Full Dashboard
Full Dashboard
Full Dashboard

Results

Results

Results

Results coming soon!

Results coming soon!

Results coming soon!