Onboarding checklist redesign

Context

New customers were dropping off during setup because the default flow asked for too much before they saw value.

Role

Lead product designer — flows, specs with engineering, and usability validation.

What we shipped

• A stepped checklist with clear “why this matters” copy at each point
• Defaults that matched the most common configuration
• A measurable “time to first key action” target tracked after launch

Outcome

Higher completion within the first session and fewer support tickets about “where do I start?”