Flinkit
Customer Self-Onboarding
Customer Self-Onboarding
Customer Self-Onboarding
This feature aims to expedite customer onboarding and reduce the over-dependence on sales/customer reps for onboarding processes, creating space for them to tackle more crucial tasks for the company. Customers can fully set up their accounts and be ready to use them in minutes.
This feature aims to expedite customer onboarding and reduce the over-dependence on sales/customer reps for onboarding processes, creating space for them to tackle more crucial tasks for the company. Customers can fully set up their accounts and be ready to use them in minutes.
This feature aims to expedite customer onboarding and reduce the over-dependence on sales/customer reps for onboarding processes, creating space for them to tackle more crucial tasks for the company. Customers can fully set up their accounts and be ready to use them in minutes.
What I did
User Research
Product Design
Prototyping
The Team
1x Product Manager
1x Product Designer
3x Engineers
Industry
B2B SaaS
Communication
Date
2023
Streamlining Customer Onboarding
Streamlining Customer Onboarding
Streamlining Customer Onboarding
Flinkit's sales and marketing representatives play a crucial role in facilitating the onboarding process for customers. This involves assisting clients in setting up their accounts, including configuring their WhatsApp Business numbers and importing contacts. This process is tedious, especially for a growing business with multiple customer acquisitions daily, slowing down customer onboarding in high numbers.
Flinkit's sales and marketing representatives play a crucial role in facilitating the onboarding process for customers. This involves assisting clients in setting up their accounts, including configuring their WhatsApp Business numbers and importing contacts. This process is tedious, especially for a growing business with multiple customer acquisitions daily, slowing down customer onboarding in high numbers.
Flinkit's sales and marketing representatives play a crucial role in facilitating the onboarding process for customers. This involves assisting clients in setting up their accounts, including configuring their WhatsApp Business numbers and importing contacts. This process is tedious, especially for a growing business with multiple customer acquisitions daily, slowing down customer onboarding in high numbers.
The Old Registration
The Old Registration
The Old Registration
The old registration flow was limited in functionality, only allowing users to use the product after their accounts had been set up by an admin or sales representative. This process heavily relied on the involvement of sales and marketing teams to configure accounts and input necessary company information before customers could access the product. Consequently, this dependency often resulted in delays, especially as the number of new customer acquisitions grew. Also, customers could not test the product independently before committing, which reduced flexibility and potentially slowed down the overall onboarding experience.
The old registration flow was limited in functionality, only allowing users to use the product after their accounts had been set up by an admin or sales representative. This process heavily relied on the involvement of sales and marketing teams to configure accounts and input necessary company information before customers could access the product. Consequently, this dependency often resulted in delays, especially as the number of new customer acquisitions grew. Also, customers could not test the product independently before committing, which reduced flexibility and potentially slowed down the overall onboarding experience.
The old registration flow was limited in functionality, only allowing users to use the product after their accounts had been set up by an admin or sales representative. This process heavily relied on the involvement of sales and marketing teams to configure accounts and input necessary company information before customers could access the product. Consequently, this dependency often resulted in delays, especially as the number of new customer acquisitions grew. Also, customers could not test the product independently before committing, which reduced flexibility and potentially slowed down the overall onboarding experience.
The New Registration flow
The New Registration flow
The New Registration flow
The new registration flow focuses on simplifying and accelerating the customer onboarding process by allowing users to independently enter essential company information. The new system also offers potential customers the chance to test the product before making a long-term commitment, a flexibility not available with the previous registration flow. This approach ensures a more personalized and efficient experience right from the start, catering to the specific needs of each business.
The new registration flow focuses on simplifying and accelerating the customer onboarding process by allowing users to independently enter essential company information. The new system also offers potential customers the chance to test the product before making a long-term commitment, a flexibility not available with the previous registration flow. This approach ensures a more personalized and efficient experience right from the start, catering to the specific needs of each business.
The new registration flow focuses on simplifying and accelerating the customer onboarding process by allowing users to independently enter essential company information. The new system also offers potential customers the chance to test the product before making a long-term commitment, a flexibility not available with the previous registration flow. This approach ensures a more personalized and efficient experience right from the start, catering to the specific needs of each business.
First Time User
First Time User
First Time User
When a first-time user logs in, they are greeted with a welcome screen offering three options: test (sandbox), connect WhatsApp, and contact support. This interactive screen allows users to freely explore the product without immediate commitments.
When a first-time user logs in, they are greeted with a welcome screen offering three options: test (sandbox), connect WhatsApp, and contact support. This interactive screen allows users to freely explore the product without immediate commitments.
When a first-time user logs in, they are greeted with a welcome screen offering three options: test (sandbox), connect WhatsApp, and contact support. This interactive screen allows users to freely explore the product without immediate commitments.
If the user chooses to test the inbox, they have two options for setup: scanning a QR code with their phone or entering their phone number. Upon scanning the QR code, a pre-filled text message is sent, allowing for a seamless connection to the sandbox environment. This feature enables users to get hands-on experience with the product, enhancing their understanding and comfort before fully committing.
If the user chooses to test the inbox, they have two options for setup: scanning a QR code with their phone or entering their phone number. Upon scanning the QR code, a pre-filled text message is sent, allowing for a seamless connection to the sandbox environment. This feature enables users to get hands-on experience with the product, enhancing their understanding and comfort before fully committing.
If the user chooses to test the inbox, they have two options for setup: scanning a QR code with their phone or entering their phone number. Upon scanning the QR code, a pre-filled text message is sent, allowing for a seamless connection to the sandbox environment. This feature enables users to get hands-on experience with the product, enhancing their understanding and comfort before fully committing.
Self Set-Up
Self Set-Up
Self Set-Up
The self-set-up feature introduces a "Company Settings" tab within the profile section, designed to streamline the configuration and management of business accounts. This tab comprises of four sections, each tailored to enhance user autonomy and operational efficiency.
The self-set-up feature introduces a "Company Settings" tab within the profile section, designed to streamline the configuration and management of business accounts. This tab comprises of four sections, each tailored to enhance user autonomy and operational efficiency.
The self-set-up feature introduces a "Company Settings" tab within the profile section, designed to streamline the configuration and management of business accounts. This tab comprises of four sections, each tailored to enhance user autonomy and operational efficiency.
Onboarding Cycle Time
Onboarding Cycle Time
Onboarding Cycle Time
The Customer Self-Onboarding feature has reduced the onboarding cycle time by 99%, from two weeks to just 30 minutes. This significant improvement allows customers to independently set up their accounts, allowing sales reps to focus on more strategic tasks. The streamlined process enhances the customer experience and supports Flinkit's capacity to manage a higher volume of new customers daily, fostering greater confidence and satisfaction.
The Customer Self-Onboarding feature has reduced the onboarding cycle time by 99%, from two weeks to just 30 minutes. This significant improvement allows customers to independently set up their accounts, allowing sales reps to focus on more strategic tasks. The streamlined process enhances the customer experience and supports Flinkit's capacity to manage a higher volume of new customers daily, fostering greater confidence and satisfaction.
The Customer Self-Onboarding feature has reduced the onboarding cycle time by 99%, from two weeks to just 30 minutes. This significant improvement allows customers to independently set up their accounts, allowing sales reps to focus on more strategic tasks. The streamlined process enhances the customer experience and supports Flinkit's capacity to manage a higher volume of new customers daily, fostering greater confidence and satisfaction.
© Iyke Anyanwu 2024
© Iyke Anyanwu 2024
© Iyke Anyanwu 2024