SaaS Application New User Onboarding

Based on an understanding of application functionality and on user experience design and testing, design and create a new user onboarding experience for TaskTrain, consisting of: In-application onboarding sequences including text and brief video clips to introduce them to essential application functionality. A "drip" email campaign for new registrants to help them understand the value and use of the application. The objective of this onboarding experience is to ensure new users understand both the value and use of TaskTrain, a simple process management SaaS application designed for small and medium-sized businesses, as well as the best practices behind its design, increasing the likelihood that the registrants activate as product users and eventually become paying customers.

In-Application Onboarding Sequence

Based on an understanding of application functionality and on user experience testing, design and create in-application onboarding sequences including text and brief video clips for TaskTrain, a simple process management SaaS application designed for small and medium-sized businesses.

Business Process Standard Operating Procedures Library

Develop and assemble a collection of detailed but generic standard operating procedures (SOPs) accompanied by integrated work instructions for common business processes, to be showcased in a best-practices procedure library demonstrating effective and efficient methods for routine operational workflows in various industries.

SaaS Application New User Onboarding Drip Email Campaign

Create a "drip" email campaign of short, multimedia, instructional messages for new TaskTrain registrants to help them understand the value and use of our simple process management SaaS, increasing the likelihood that they activate as product users and eventually become paying customers.