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From signed up to satisfied @destraynor, @intercom

From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

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Page 1: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

From signed up to satisfied

@destraynor, @intercom

Page 2: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom
Page 3: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom
Page 4: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

AdsSEO

SEMSocialWOM

Page 5: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom
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Sign up now Sign up now

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Sign up now

Sign up now

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Sign up now Sign up now

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✔ Top of funnel ✔ Landing page design

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There are dozens of ways to get your first 10,100,1000 users

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The next funnel

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1,000,000 sign-ups after 4 daysor

1,000,000 active users after 16 months

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How do we get from signed up, to success?

Page 28: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

🚀

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Content / SEO

Advertising

Virality

Word of Mouth

Media/PR

Homepage 💩

Page 30: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

Content / SEO

Advertising

Virality

Word of Mouth

Media/PR

Homepage 💩Signs up

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Content / SEO

Advertising

Virality

Word of Mouth

Media/PR

Homepage 💩Signs up Onboarding

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Content / SEO

Advertising

Virality

Word of Mouth

Media/PR

Homepage Signs up OnboardingHappy

Customer

Page 33: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

Content / SEO

Advertising

Virality

Word of Mouth

Media/PR

Homepage Signs up OnboardingHappy

Customer

Page 34: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

Content / SEO

Advertising

Virality

Word of Mouth

Media/PR

Homepage Signs up OnboardingHappy

Customer

Former customer

Happy Customer Of Another Product

💩

Page 35: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

💩You have to work very hard to stop it all going to

Page 36: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

Onboarding is the new “conversion”

Page 37: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

What makes a successful onboarding?

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WHAT IS CUSTOMER

Onboarding?

Trying it out

Buying and paying for it

Getting set up for success

Buying more over time

Learning about changes

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Every time you change your product your definition of

success should change too

Page 44: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

“Signing up for your app is the one thing every user is guaranteed to do”

Page 45: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

Most product owners sign up for their product once.

Page 46: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

mysql> CREATE USER 'monty'@'localhost' IDENTIFIED BY 'some_pass';mysql> GRANT ALL PRIVILEGES ON *.* TO 'monty'@'localhost' -> WITH GRANT OPTION;mysql> CREATE USER 'monty'@'%' IDENTIFIED BY 'some_pass';mysql> GRANT ALL PRIVILEGES ON *.* TO 'monty'@'%' -> WITH GRANT OPTION;mysql> CREATE USER 'admin'@'localhost' IDENTIFIED BY 'admin_pass';mysql> GRANT RELOAD,PROCESS ON *.* TO 'admin'@'localhost';mysql> CREATE USER 'dummy'@'localhost';

And when they signed up, it probably looked like this

Page 47: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

1. Product tour is out of date 2. Help docs are out of date 3. Welcome email is out of date 4. Product video is out of date

What most people get wrong

Page 48: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

💡 Neglected onboarding is net negative

over time

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Statement / Section Title

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Statement / Section Title

Real dogfooding means opening a new tin every day.

Never stop signing up for your product

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The current generation of billion dollar businesses have obsessed

over onboarding

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You can’t onboard everyone

Page 55: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

Need

Desire

Capability

Page 56: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

Need

Desire

Capability

Need it. Want it. Can’t make progress

Page 57: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

Need

Desire

Capability

Want it. Can make progress Don’t need it

Page 58: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

Need

Desire

Capability

Need it Can make progress

Don’t want it.

Page 59: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

The first wave of onboarding focussed mostly on pointing out UI

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The second wave of onboarding followed Gamification principles

Page 61: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

Modern onboarding requires you to understand your user’s definition of success,

and break down barriers to get them there.

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“Top Tips” & tweaks won’t get you there…

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Optimizing vs.

Redesigning

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Don't get sucked into black hole of tiny optimizations. Know when to reset.

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Optimize ?

Redesign?

Change in product

LotsLittle

PerformanceGood

Bad

Page 67: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

Optimize Redesign

Redesign?

Change in product

LotsLittle

PerformanceGood

Bad

Page 68: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

Optimize Redesign

RedesignRedesign

Change in product

LotsLittle

PerformanceGood

Bad

Page 69: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

An Intercom example

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<script> window.intercomSettings = { app_id: "c3lidf39", name: "Nikola Tesla", // Full name email: "[email protected]", // Email address created_at: 1312182000 // Signup date }; </script>

Page 71: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

<script> window.intercomSettings = { app_id: "c3lidf39", name: <%= user.name %>, email: <%= user.email %>, created_at: <%= user.signup_date.to_i %> }; </script>

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HOW TO HELP AS MANY CUSTOMERS AS POSSIBLE TO

Install the JavaScript correctly

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2011

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2012

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2013

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2014

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The product had changed, so the onboarding should change

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HOW TO HELP AS MANY CUSTOMERS AS POSSIBLE TO

Install the JavaScript correctly

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HOW TO HELP AS MANY CUSTOMERS AS POSSIBLE TO

Get their users into Intercom

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Email address to new app conversion rate

0%

10%

20%

30%

40%

50%

May June July August September October November

CSV signup launch

~30%

~45%

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New apps by signup type

May June July August September October November

JS installsImports

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Need

Desire

Capability

Need it. Want it. Can’t make progress

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Need

Desire

Capability

Need it. Want it. Can make progress

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Relentless focus on high impact work

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1. Billion dollar businesses are now built on great onboarding

2. Great onboarding is built on a great understanding of your customer’s goals

3. Your onboarding must improve as your product improves

4. No snacking.

Page 91: From Signed-up to Satisfied by Des Traynor, Co-founder, Intercom

Thank you

@destraynor, @intercom

Slides? [email protected]