Onboarding project | Profit Apps Pvt Ltd

Define your ICPs

B2B Table ⤵️

ICP Prioritization

[Use this framework to prioritize your ICP's]

ICP1 and ICP3 can be focussed based on the ICP Prioritization Framework, as ICP1 can be an early adopter while ICP3 can be a good influencer to penetrate a larger user base.

A table is shared below for your reference to put down your user goals, respective ICPs, JTBDs and validate your goals.

Growth Focus

How to do an onboarding teardown?

Take screenshots of each page of the interface, note each interaction and user touchpoint, and assess based on user empathy:

Teardown Exercise.pdf

What is working well on the screen and why?

• Landing Page: Clear Call-to-Action (CTA) for demo, making the offer easily understandable.
• Sign-in Page: Multiple sign-in options, including SSO and trust-building success stories carousel.
• Signup Page: Minimal input fields, Google & Microsoft sign-up, 30-day trial without credit card, and data center selection.
• Activation Process: Job title & phone number collection supports demo follow-ups.
• Product Landing Page: User-guiding workflow helps new users navigate key features effectively.

What is not working and why?

• Signup Page: Navigation shifted from left to right, causing inconsistency.
• Verification Email: Login first would be more intuitive before verification.
• Activation Page:
  • Business name could be auto-filled based on the domain.
  • Job title field lacks a search option for quick selection.
  • Year field is irrelevant, and timezone selection serves no purpose.
• Product Landing Page:
  • Empty data and white screen create a poor first impression.
  • Misleading message: "Change period to see OKRs" without a CTA to create one.

What changes/improvements do you suggest can be made? Why do you think that would be better?

• Improve consistency in navigation (left-to-right shift in signup).
• Enable login before verification to reduce friction.
• Auto-populate business name based on domain to save time.
• Add search functionality for job title selection.
• Remove unnecessary fields (Year, Timezone) to streamline signup.
• Enhance empty state design with guided actions or sample data.
• Fix misleading messages by providing CTAs where needed.

Where does the “aha” moment occur?

• During the user-guiding workflow on the Product Landing Page, where users see how Profit.co can align goals and track progress effectively.
• The 30-day free trial with no credit card also removes barriers and increases engagement.

Evaluate your onboarding on the cognitive biases.

• Social Proof Bias: Success stories on the sign-in page build trust.
• Loss Aversion Bias: "30-day trial, no credit card required" reduces the perceived risk of signing up.
• Anchoring Bias: The "Change period to see OKRs" message may mislead users, anchoring them to an incorrect assumption.
• Framing Effect: Lack of guided onboarding for OKR creation might result in users not understanding the product’s core value immediately.

Hypothesis 1 (OKR Users)

X Action: Creating at least one OKR
Y Time: Within the first 24 hours of signing up

Why this is an activation metric?
This metric indicates whether users understand the core value of the platform—setting and tracking OKRs to align organizational goals. If users create an OKR within the first 24 hours, it shows they grasp the purpose of the tool and are engaged enough to begin using it. A delay in this action might suggest friction in onboarding or a lack of clear guidance. Improving the aha moment by providing a pre-filled OKR template can enhance activation rates.

Metrics to Track:

• Percentage of users creating an OKR within 24 hours
• Drop-off rate from the OKR creation screen
• Time taken to create the first OKR

Hypothesis 2 (OKR Users - Admin/Manager Level)

X Action: Inviting at least 3 team members
Y Time: Within the first 3 days of signing up

Why this is an activation metric?
Since OKRs require collaboration, a single-user account lacks engagement potential. A user who invites their team is more likely to commit to using the platform in a structured manner. If users don't invite their team, it may indicate that they don’t fully see the value or face difficulty in navigating the invite process. Simplifying the team-invite flow can drive engagement.

Metrics to Track:

• Percentage of new admins inviting at least 3 users
• Average number of invites sent per new admin
• Correlation between invited users and long-term retention

Hypothesis 3 (PPM Users - Project Managers)

X Action: Creating their first project
Y Time: Within 48 hours of signing up

Why this is an activation metric?
For Project Portfolio Management (PPM) users, the first meaningful action is creating a project because it signifies they are engaging with the core functionality of the platform. A low conversion rate here suggests that users either don’t find the interface intuitive or lack motivation to proceed. Providing a guided setup or pre-filled project templates could improve this metric.

Metrics to Track:

• Percentage of users creating their first project within 48 hours
• Average time taken to create a project after signing up
• Abandonment rate before completing project setup

Hypothesis 4 (PPM Users - Task Management)

X Action: Creating and assigning at least 5 tasks
Y Time: Within the first week of signup

Why this is an activation metric?
Tasks are fundamental to PPM usage. If users set up and assign at least 5 tasks, it signals deep engagement. A lack of task creation might indicate confusion about workflow or a lack of structured guidance. Optimizing the UI to auto-suggest tasks based on project type could enhance activation.

📊 Metrics to Track:

• Percentage of users assigning at least 5 tasks within the first 7 days
• Number of tasks created per active user
• Drop-off rate before task assignment