SaaS Onboarding Optimization

Redesigned the onboarding experience for a B2B SaaS product with a notoriously steep learning curve. New users were dropping off at an alarming rate—only 23% completed setup in the first week.

We broke down the intimidating setup process into bite-sized, contextual steps with clear progress indicators and interactive tutorials. Instead of overwhelming users with every feature upfront, we implemented progressive disclosure based on usage patterns. Completion rates jumped to 67%, and support tickets related to onboarding dropped by 40%. Sometimes the best design is the one that gets out of your way and lets users succeed at their own pace.