Running a workshop / 'Onboarding and retention'
There are multiple ways to tackle this aspect of acquiring and keeping new customers. Various methods can be employed as part of any 'Product-led growth' strategy to keep learning about our users needs and therefore present relevant experiences to them. The team had some assumptions around why people might be abandoning the application, which I felt needed testing, but for this exercise we were assuming that surfacing and helping users find and use pre-made / professional slide templates would help retention.
My first task was to set up and run a workshop with a few key members from the product and engineering team.
I decided to work with a reverse brainstorm method.
My first task was to set up and run a workshop with a few key members from the product and engineering team.
I decided to work with a reverse brainstorm method.
Following our brainstorm /ideation workshop
After the session I set about gathering findings and asked the team to reflect on some of the conclusions I had arrived at.
Some cards were similar / repetitive, so I sorted through a selection of our top ideas to visualise
I also did a little competitor analysis to understand how they were onboarding and surfacing templates to their users.
I also did a little competitor analysis to understand how they were onboarding and surfacing templates to their users.
User journey flows
The sign up process is a key aspect of of onboarding. It throws up many more questions around allowing users access, ie. 'try before you buy', pricing / subscription models and so on. I drew up 4 basic user journey flows using various methods of surfacing Pro Templates within the flows (inc marketing models)
Wireframe mock ups and ideas
I wanted to visualise some ideas mainly to start conversations. It's generally easier to ideate when we have something to look at vs talking about the things we might do. Often I'd create some quick sketches but for this scenario we needed to create some quick wireframe examples.
I've also created some sales / marketing copy ideas. This is obviously a key part of signposting and giving users key information. When and where we show this in a journey is also imperative as we don't want our users to be bombarded with emails, overlays and model windows as this can be annoying and become a 'blocker'.
I've also created some sales / marketing copy ideas. This is obviously a key part of signposting and giving users key information. When and where we show this in a journey is also imperative as we don't want our users to be bombarded with emails, overlays and model windows as this can be annoying and become a 'blocker'.
UI Design exploratory ideas
I worked-up some early look and feel UI design concepts to show some of the ideas I'd wireframed. This stage also helps generate a little excitement for where the project might go in the future
Project Summary
'slideNshare' need to look at ways to surface curated 'Pro Templates' which they believe will aid customer retention
• Set up and conducted a workshop with the team to ideate
• Gathered ideas, did some competitor research
• Reviewed all info then set about creating / visualising solutions to start conversations
• Created possible journey flows to aid the solution
• Created wireframe mock-ups aligned to user journeys which included sales / marketing ideas and copy strategies
• UI design concepts to further aid engagement, start conversations and get the team excited about future developments
• UI design concepts to further aid engagement, start conversations and get the team excited about future developments