Initial first in-sheet experience for first time users

Initial first in-sheet experience for first time users

The Problem

When new users first engage with a sheet, they are shown several help tips at once. These users often close the help tips out immediately as they come off as overwhelming. The goal of this project was to introduce a new on-boarding experience, breaking these tips into a walkthrough.

 

Walkthrough

The Solution and Result

This walkthrough set new users up for success and it performed better than the help tips when it comes to a) converting trial users into paid users and b) engaging with the Smartsheet product.

 
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My Contribution

  • Desk Research

  • Interviews

  • Series of Prototype Testing

  • Creating Study Plans and Discussion Guides

  • Participant Screening/Recruiting

  • Analyzing and Reporting Findings

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