Question

Which software has the best onboarding experience?

I'm looking for world class examples of an app, ideally B2B, that handle onboarding well, with a good mix of in-product onboarding and human-guided. I'm especially interested in the apps that have a bit of complex setup before value is realized.

Mentioned
#Zoom #Superhuman #Zapier #ClickUp
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maguay's avatar
11 months ago

The most detailed software onboarding process I've been through lately was the first-use experience with Hey, Basecamp's new email app. It took over 20 screens altogether to walk you through each of its features—having you train your inbox along the way. Felt a bit tedious, but also felt a bit like unboxing a cool new gadget which can be a good way to build rapport and make people feel connected to the app.

Check this link for a full writeup of the Hey onboarding process.

Another incredibly detailed onboarding on the email side was for Superhuman, which requires a 30 minute Zoom call where someone from the Superhuman team walks you through each of their features. Forces you to pay attention and actually set up the email app for success from the start. And then, Superhuman itself will remind you of keyboard shortcuts and easier ways to do things as you use the app, for a bit of a drip onboarding over time. Not exactly B2B, but one of the only products I've ever used with a mix of personal and automated onboarding.

It's been years since I first tried it, and I assume this has been changed by now, but Apple Music's onboarding (borrowed from Beats, I believe) was interesting at least, as it had you tap bubbles of genres and artists to show how much or little you liked that item.

4 points
ignition_tom's avatar
@ignition_tom (replying to @maguay )
11 months ago

Thanks Matthew, Appreciate it. I've onboarded with Hey too, and it was great. I'm especially interested in testing the Superhuman experience. it sounds like the closest to the experience we currently deliver and are looking to evolve.

2 points
SaaSquatch's avatar
11 months ago

ClickUp's onboarding flow is pretty good - lots of things that feel really simple but under the hood you know there's a lot going on. Seamless and clear with a great UI.

4 points
ignition_tom's avatar
@ignition_tom (replying to @SaaSquatch )
10 months ago

Thank you. I posted this question on Twitter too, and ClickUp was the most cited for sure. Airtable, Zapier and Teamwork all got mentions too.

3 points
maguay's avatar
@maguay (replying to @SaaSquatch )
11 months ago

What do you think Clickup uniquely does better/different in their onboarding?

1 point
weszlem's avatar
11 months ago

I found the onboarding process of Walling really fantastic. The way Walling works is really weird and kind of alien at the beginning, and they do a great job explaining what everything is and why.

2 points
lightyaer's avatar
9 months ago

decareach.io has a pretty smooth one, great UI

1 point
maguay's avatar
@maguay (replying to @lightyaer )
9 months ago

That looks pretty nice! Their signup mentions that you have to schedule a demo. Do they walk you through setting up your account on the call, or do they just show you the program in general then rely on the in-app onboarding to help you learn the ropes?

1 point
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