Mindful approach for the onboarding experience

Improvements on people onboarding in the platform

May 27, 2021 · 3 min read


Team O’clock latest improvement involves the onboarding process for people trying out the meeting service for the first time. In a nutshell, Team O’clock will now be a bit more assistive to new people having their first agile meeting in the platform.

What a new person in trial will see

Signing up with a new trial on Team O’clock there is an interface to pick the main reason the person joined — as seen on the image above — .

Past that, the dashboard interface will hold an incentive towards performing the meeting of choice offering as much information and value possible earlier in the process. There is a prompt offering two options for having a meeting of choice or getting more details on that meeting.

Preview of planning poker onboarding screen

Planning poker action prompt

Choosing to have meeting, you will be redirected to the meeting of choice. Choosing to see the video you will be presented with an extended modal with a quick walkthrough video and some benefits of the selected meeting.

A preview of a modal with some text on the left side and a video on the right

The modal with information and video for the planning poker session

To further assist you when trialing Team O’clock into understanding the value of the agile meetings offered, we provided another incentive on inviting more people and having an actual meeting with your team, as seen below.

A box nudging to invite users

Why such an improvement was needed?

What we’ve noticed following the platform’s funnel was a great deal of people joining to try out the services provided — that’s the top of the funnel — , yet very few of the people in trial did actually perform an agile meeting. This affected all remaining steps of the funnel towards a successful conversion and value offered to people trialing Team O’clock.

Funnel for trial showing a big drop on the step that people perform a meeting

Trial value funnel, May 2021

Agile meetings for retrospective, standup and effort estimation are the core of the value that Team O’clock offers and only a portion of the people that clearly want to check it out do reach a meeting interface!

What’s next?

Since releasing these improvements, we are going to monitor the impact on the trial-value funnel seen above and proceed with further enhancement based on the findings.

If you haven’t tried Team O’clock yet for your agile meetings, give it a try!

Mike Giannakopoulos

Author: Mike Giannakopoulos

Mike is an active Senior Product Manager, working on front-end development, design, and experience of Team O'clock.

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