— CONCEPT NAME
Keeper onboarding
— ROLE
UX writing
UX research
Design ideation
When you're introducing users to a multi-faceted app, their experience can benefit greatly from a well-crafted onboarding.
The onboarding is a preview of the app. It’s an opportunity to create more confident, engaged users from the get-go, and it sets the tone for a person’s entire lifespan as your customer.
Keeper personal finance tracker
This app is a powerful and intuitive way to master your personal finances.
THE CHALLENGE
Create an onboarding to:
– Increase average engagement of app users.
– Engender confidence and long-term loyalty.
THE APPROACH
Use the NESB messaging formula (new, easy, safe, big) to show that:
– This new tool will make a big difference in your life.
– It is easy and safe to use.
The header on screen one conveys the ease and power of the app, showing that it's like having a professional bookkeeper to watch your finances.
The subheader defines the difference Keeper will make in your life.
The tone (visual and written) conveys professionalism and trust through strong, minimalist wording and a straight-forward, conversational voice.
Each screen below adds to the core message—you’ll raise your personal financial awareness through this safe, easy experience.
By the last screen, the user feels great about creating their account.
If users have lingering doubts or blind spots,
they’ll be taken care of.
Key information is organized into an easy flow.
THE
RESULT
You get one chance at a first impression. An app onboarding lays the foundation for a positive long-term relationship.
When it comes to personal finances, trust is paramount. Users also want maximum benefit for minimum trouble.
By hitting all key emotional touchpoints, you can create loyal customers and brand ambassadors that help your SaaS business grow.
