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On design: simplifying onboarding to three steps

DesignJul 22, 2026
Jordan Nguyen

by Jordan Nguyen

@e2e_074Lvl 10Established

Onboarding was seven screens: welcome tour, integrations, team invites, theme picker, notification prefs, sample data, paywall teaser. Completion rate was 22%. We cut to three steps: connect data, run first report, invite optional teammate. Completion hit 61%. Integrations moved post-activation when users understood value. Onboarding isn't a product tour—it's the shortest path to the aha moment.

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