Velt Onboarding
Tailoring onboarding for non-technical sales teams and developers to ensure a hassle free installation
Initially, we designed a generic onboarding process tailored for developers using Webflow. As the product scaled and attracted developers who used diverse website builders, onboarding completion rates dropped.
"How might we assist both developers and non-technical sales teams in installing the provided code"
Before starting the design process, we mapped out the needs of each user segment. For instance, developers require a quick way to install code, while sales teams need to explore the product before recommending it to higher-ups. Based on our synthesized pain points and needs, we brainstormed several solutions, including integrations to simplify code installation, linking to a website after copying the provided code, creating a code documentation page, and inviting a developer for installation. We ultimately focused on inviting a developer to install and linking a website after code copying. I then created a user flow tailored to these two segments and identified where it would fit within the overall experience.
User flow focused on non-technical users and developers
Usability testing showed that onboarding became more efficient for developers, but when non-technical teams invite developers to install, it often isn't their top priority.
Developers gave positive feedback on the installation process, regarding efficiency. However, a minor usability issue was the small size of the direct link, which I addressed by changing it to a button and using progressive loading. On the sales side, users completed the invitation flow but felt they couldn’t test it immediately. To address this, we added a link to a sandbox environment for instant testing.
