Product Design · Onboarding UX
Jan 20th – Feb 25th
SaaS / B2B Product Design
Strive PM, a B2B project management tool, was bleeding new signups — 70% of users abandoned the product within the first 10 minutes of setup. I led a full redesign of the onboarding experience, restructuring it around progressive disclosure, contextual tooltips, and a redefined 'aha moment' so users reach first value faster.
The Problem
The original onboarding front-loaded everything: workspace configuration, team invites, integrations and permission settings — all before the user ever saw a project board. New users faced a wall of empty states and settings screens with no payoff. Analytics showed the steepest drop-off at step 2 of 7, long before users experienced what the product actually does.
The Solution
I inverted the flow. Users now land on a pre-populated board built from their setup answers within the first two steps — the 'aha moment' moved from minute 10 to minute 2. Progressive disclosure defers advanced configuration until it's contextually relevant, contextual tooltips replace the upfront tutorial, and a persistent 'Skip for now' pattern removes every dead-end. Team invites became a celebration moment after first value, not a gate before it.