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Users were abandoning the platform during the complex initial setup phase.
The sales team was closing deals, but customers were cancelling within the first 30 days. The software was so powerful that it was overwhelming; users couldn't figure out how to set it up and simply gave up.
We designed a gamified, step-by-step product walkthrough integrated directly into the web application.
We engineered a seamless, step-by-step onboarding overlay built directly into the software interface. It guided users through exactly where to click to set up their first campaign.
We broke the massive setup process into small, manageable 'quests' with progress bars and visual rewards upon completion.
A sold customer is only valuable if they actually use the product. By fixing the user experience to make onboarding feel easy and rewarding, completion rates jumped to 85%. This drastically reduced early cancellations, securing the long-term recurring revenue of those accounts.
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