Simplero · 2022 · Course / community SaaS

Getting new Simplero customers to their “aha moment” faster.

I redesigned the first 15 minutes of Simplero, replacing an empty dashboard with a guided setup flow. The redesign gave new customers a faster time to their aha moment and a smoother path through onboarding and activation.

3 sprints
to engineering handover: UX Lead
Product Forward (Agency): 2 rounds
of design options: 2022
handed over
Role: UX Lead, Product Forward (Agency)
Team: Design + PM
Tags: Activation · Onboarding · Time to value

Simplero is a course and community platform for solo creators and small teams. The product had accumulated a long list of features that customers had requested, and the first 15 minutes, which largely decide whether a new customer continues, opened on an empty dashboard that gave new customers no clear place to start.

The challenge

A capable product behind an unwelcoming first experience.

The design brief came from Product Forward, the agency I was working with, and focused on the onboarding and activation flow for new customers.

Approach

Designing the welcome flow around a first win.

The first 15 minutes were rebuilt as a single, guided flow with a clear first win: a published membership site. Onboarding became a guided setup of the customer's own product, with tips at each step.

The team worked through two iteration rounds of design options for the onboarding and activation flow, and made the final decision together.

Simplero onboarding step: import your contacts — Step two: importing contacts so the customer has an audience from the first minute.

Simplero onboarding step: setting up automations and adding a new trigger — Step three: adding a trigger to a first automation, with a guided tip explaining each step.

Simplero onboarding complete state — The first win: a membership site created and published, with a pointer back to the setup checklist for what comes next.

“The redesign focused on getting new customers to their first win faster.”

Outcome

A faster path to the aha moment for new customers.

The redesigned flow gave new customers a faster time to their aha moment and a smoother path through onboarding and activation. The designs were handed over to engineering after three sprints.

Reflection

Working through two rounds of design options gave the team a clear basis for deciding on the onboarding and activation flow, so the designs reached engineering after three sprints with those decisions already made.