In-Product Onboarding Experience

Medium: In-Software Guided Tours and Tooltips

Tools Used: Pendo

Design + Development: One of my first projects as Learning Experience Designer at The Predictive Index was to develop an in-product onboarding experience for new clients placed on the beta version of our software. One of the major goals for this project was to ensure that our users have a delightful first experience with our product.

I collaborated with stakeholders from client success and marketing to develop a welcome experience highlighting the features and functionality of our software platform. At completion of the welcome flow, users are presented with a targeted flow of 10+ guided tours to introduce them to features and functionality within the product.

Project Examples: