Challenge
TenantCloud already has a committed user base, however, they approached us when they realized they needed to improve new user onboarding and increase platform education efforts. It was apparent that many of their new prospects were dropping off in the sign up flow, or not retaining an account after their 14 day trial period.
Approach
While we understood that improvements were needed within the sign up flow, our team started by solving for some of the issues we identified around platform adoption. We realized that many users didn't know where to start or felt overwhelmed when they finally got into the platform, so we created mechanisms to keep them on the right path, then worked backward through the sign up process.