Key takeaways

Visuals

It seems like visuals need more love. In a lot of situations, those have been added without a specific content in mind or just floating in the space.

Takeaway, images should be support for the text and not just aesthetics to fill up the space.

Progress indicator

The progress bar at the top of the screens is a good approach and does provide users with an idea of where they are in the process. Adding the number of steps though would make it much clearer to them on how much many steps are left.

Takeaway, tell users on-boarding takes just 4 minutes. This upfront transparency nudges them to finish and prevents drop-off due to perceived time commitment.

Information transparency

Whenever you request an input form the user make sure to explain why you need it. We don’t want user’s guessing why you need the requested information. HubSpot provides tooltip icons here and there, but those are not that clear.

Takeaway, users should not think and guess too much, provide them with information only when it’s needed.