08 UX Design·2023·Onboarding

Onboarding

Redesigning Studio's onboarding, from zero guidance to self-serve in under two minutes.

Role
Lead UX Designer
Domain
B2B SaaS
Tools
Figma
Type
Onboarding Redesign
Studio's redesigned onboarding dashboard showing project tiles as the primary entry point
01
Situation

Studio was never built for strangers

It started as an invite-only internal tool. No sign-up flow, no welcome screen, no guidance. The app assumed you already knew what you were doing – because for years, everyone who used it did.

When it opened to new users, nothing changed. They landed in the same blank application grid the internal team had always navigated by instinct. The product had no entry point for outsiders.

01
No sign-up, no welcome
New users landed directly in the app with no orientation, no guided setup, no acknowledgment that they were new.
02
Architecture before anything
Understanding the Company → Project hierarchy was a prerequisite for doing anything at all. The structure was exposed before it was relevant.
03
8+ required fields to start
Creating a company demanded VAT ID, legal address, a registered representative. Heavy compliance forms on the first screen of a new product relationship.
04
Empty state with no fallback
If you hadn't done anything yet, you saw nothing. The product offered no starting point, no example, no signal that it was worth continuing.
Original Studio landing screen showing tool tiles with no context and no entry point for new users
Original landing screen · tool tiles with no context · no entry point for new users
02
Research

Nine platforms, four patterns

A competitive audit across Wix, Squarespace, Webflow, Ghost, Shopify, WordPress, and four others. Not to copy what they do, but to understand what makes onboarding feel effortless versus alienating. Four patterns appeared in every successful flow.

01
Intent question first
"What are you building?" before any editor. The product orients around the user's goal, not its own data model.
02
Social login
Google or Microsoft SSO removes email friction entirely. One click establishes identity – the product starts delivering value immediately after.
03
Straight to editor
Skip the dashboard. Land in the canvas. The shortest path between login and doing something meaningful.
04
Pre-seeded content
Never show a blank screen on first login. A sample project, a starter template, a default state – anything that makes the product feel alive from the start.
Competitive audit across nine CMS and website-builder platforms, showing four shared onboarding patterns
Competitive audit · nine platforms · four patterns found in every successful onboarding
03
Iterations

Three rounds before it clicked

The first iteration still started with "Create a company." Structured, logical – but it put the platform's data model in front of the user's actual intent. No one opens a new tool thinking about corporate hierarchy.

The second direction introduced a single entry point, but forced users to choose between internal concepts on their first screen. Container-first thinking, dressed up in cleaner UI.

Users think in terms of what they're building,
not how the data is organised.

Every flow that led with "Company" was adding friction without adding value. The architecture made sense to us. It meant nothing to someone logging in for the first time.

First iteration of the onboarding flow, still container-first with company creation as the entry point
Iteration 01 · container-first · create a company before a project · no guidance
Second iteration with a single entry point but still forcing users to choose between internal data concepts
Iteration 02 · one entry point · still forced users to choose between internal concepts on day one
04
Solution

Project first. Everything else second.

After login, new users move through a short conversational wizard – four steps, all skippable. It asks how they want to start, names their company and first project, then routes them straight to the dashboard. No architecture exposed, no heavy forms, no empty state.

The wizard is the opposite of a form. It asks one question at a time, accepts partial answers, and never reveals why it's asking. By the end, the user has a working project and no idea they just created a company record.

Four-step onboarding wizard showing conversational, skippable flow from login to first project
Four steps from login to first project · skippable · conversational · no forms

The dashboard rethought around the same principle

Project tiles became the primary navigation surface. Company name becomes a secondary label – visible, but not the thing you click. A filter dropdown replaces fixed tabs, so the structure scales to any number of clients without navigation breaking down.

"My First Project" is always pre-seeded. No user ever lands on an empty screen.

Redesigned Studio dashboard with project tiles as primary navigation and company as a secondary label
Redesigned dashboard · project tiles as primary navigation · company name as secondary label · one click to editor
05
Outcome
< 2 min
From login to first project
8 → 2
Required fields to start working

Every new user lands with a project already waiting. The empty state problem is structurally impossible – the wizard always creates one before it ends.

The Company → Project hierarchy still exists in the data layer. On day one, users never see it. Company becomes something you encounter later, when you're ready to manage multiple clients – not a gate you clear before you can start.

The navigation holds at any scale. One client or fifty, the dropdown filter keeps the dashboard readable without restructuring how anything works.