An Onboarding Experience Designed with Actionable Data

This project addresses a common problem in the startup world: retaining new users. Users come, they create an account, and then they never return. Such was the case with Permanent Legacy Foundation. They wanted to change this pattern and make the usage of their website follow their user growth. I met with the Permanent team weekly, and we decided the best way to address their problem was to design and introduce a user onboarding experience. To make that user experience as successful as possible, I developed a research plan to gather data that would drive the design. Ultimately, the onboarding plan was iterated several times to reflect the data, and recommendations were made to Permanent for changes beyond the onboarding experience to address deeper issues.