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



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.



Results
Results
Results
Results coming soon!
Results coming soon!
Results coming soon!