The onboarding for fintech product Navexa is gamified and sublime. In this interview I discuss with the founder the decisions that led to making a first-time experience that has helped radically increase activation and reduce trialler abandonment.
Navarre Trousselot is the founder of portfolio tracking product Navexa and he takes us through the main features of the checklist/progress-bar above.
Key takeways:
Initial modal to set the stage and introduce broad concepts.
Sample data to avoid the dreaded “empty state”
By clicking the first modal, the user sees the sample data as “their portfolio”.
This completes Step 1 (View Portfolio) and instantly credits the user with a 1-day extension to their trial.
Each additional steps extends the trial – with a total of 7 days making the trial a 14 day trial for someone who is genuinely engaged.
When a step is completed you can instantly see down the bottom that the trial has been extended “10 free trial days left”.
The benefits here are huge – instead of being overwhelmed by all the data and features, the user can self-pace a journey that gives a reward along the way.
https://vimeo.com/488808379
Some other things we discussed:
The checklist (when folded) has an animated wave wash across it every 10 seconds. Its not too shouty but the user definitely knows there is something to look at there.
Navexa’s Feedback collection is probably one of the lowest friction I’ve seen. Its notoriously difficult to get a user’s perspective and this method allows easy collection of both one-liner suggestions and long form rants. Navarre mentions how people have given full specs for a feature they want through that mechanism and he gets it submitted to both his email and ticketing system.
The Indie Journey
In the next clip of the recording, Navarre gives me insight into his journey developing Navexa as an independent and how he has funded things so far. Sign up for blog updates so you don’t miss out!
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Google Product Manager for Duo, Amit Jaiswal does a walkthrough of the importance of storytelling skills in Product Management.
As we’ve discussed elsewhere with Atlassian’s PM Lead – Product Managers have many touch points with company and product stakeholders – Amit suggests how a Product Manager should be communicating internally and externally.
Often a Product Manager does not have the organisational clout (power/authority) they need to get concensus. So Amit suggests that the communication style must be: “lead by influence, rather than lead by authority”.
Audiences
Amit outlines several audiences for the Product Manager:
investors or supporters of the product (the first ones that must believe to get the product team funded and built)
Customers, prospects
Internal team members (and its role in staff retention).
The last point is particularly interesting post-COVID – in previous years all the cool companies were able to create perks for staff such as funky offices, fully equipped kitchens, free lunches. When everybody works from home you must be very sure that your product mission is compelling to your team members! ????
MVPing your story
Amit runs through some structural elements he learned to do with not overbaking your story and in startup parlance, create an “MVP” (minimum viable product, or perhaps “minimum viable pitch”).
Amit mentioned a few sources:
We are sorry to update that we are no longer supporting Ionic as a Contextual platform.
No…that’s not a typo. Old memers and gamers will remember “All your base are belong to us”. It’s our cheeky way of saying that only Contextual supports all that platforms that you need coverage for Announcements, Guides, Feedback and Contextual Help. Today we are announcing beta support for Capacitor JS with a V2 plugin!
Native IOS Apps for iPhone and iPad. Also with the November Macbook announcement using M1 chip, it hints that IOS Apps may run on MacOS soon. Contextual integrations instructions are here. We support Swift and Objective C in a just few fast Mb.
Native Android Apps for phones and tablets. Contextual integrations instructions are here. We support Kotlin and Java with an SDK of just few hundred fast kilobytes.
Contextual has a WebSDK that supports all of the main browsers at runtime: Chrome, Safari, Mozilla, Edge etc. We havn’t checked Tor ????. Integration docs are here.
With our Chrome/Edge extension you can get started even without adding the SDK.
ReactNative was open sourced by Facebook and is a super popular hybrid platform for Javascript developers. The main benefit is cross-platform development but with true native user interface widgets and is very fast. Today this is a super-popular platform for B2B App development teams. Integration of our SDK is here.
Apache Cordova (once called Phonegap) is the grand-daddy of hybrid app platforms and until recently had sponsorship from Adobe via Phonegap Build.
Whilst not as fast as Native or ReactNative, Cordova remains a very popular platform because of Apache open-source support. Integration of our SDK is here.
Ionic is a well-funded development environment that breathes more life, UI elements and speed into a Cordova style model. We support Ionic via our Cordova integration. Ionic support migration from Cordova to their Appflow.
And….now….Capacitor is a key part of Ionic’s infrastructure. It is the obvious (only??) heir-apparent to Cordova that will be aggressively maintained.
Capacitor is billed as “an open source native runtime for building cross-platform mobile and Progressive Web Apps, with JavaScript, HTML, and CSS.”
It has a lot of build similarities to Cordova, so migration appears to be relatively painless.
Credit: https://capacitorjs.com/
So with Contextual supporting Capacitor, this gives Native Mobile and Hybrid mobile developers the richest choice for engaging users with Onboarding, Announcement, Guides, Coachmarks, Tooltips.
NativeScript is in Beta currently on Android. We are not sure if NS has a long term future, but some big Apps like SAP use it. Docs for Android are here.
We dropped Xamarin support a while ago. We were bullish on it at one stage because we think a lot of Mobile Digital Adoption in enterprises will come from C# developers, but there is a lack of interest and lack of active OEM support from Microsoft – frustrating for us – if you have a solution, please let us know.
We are super excited about Flutter and it’s on the roadmap – the integration is pretty deep for us, so it will take some time to get right.
Unity is a major platform for gaming and VR (using C# or JS), its not currently our focus but we are keeping an eye out.
Same for Unreal Engine which uses C++. Neither of these are really used in Mobile B2B, B2C apps, in B2C its commonplace for games but most customers are using the platforms we support.
Can’t I just use a Web Onboarding solution for Mobile?
Ask other vendors whether they support offline mode, poor networking, variable form-factors (portait vs landscape).
Contextual will intelligently pre-fetch and buffer content and analytics on mobile because that is the right thing to do. A web-only approach (even on hybrid platforms) is unreliable to these realistic conditions on mobile.
How do I integrate with a Capacitor App?
Firstly we are not supporting V1 Capacitor, we are going for V2 only (at this stage)
The creation of this plugin is really building on the Cordova technology we’ve had in production for a long-time and should not have too many problems. But it is beta. So feel free to check is out and give feedback to our support folks – we want to make this a great one!
How this practically allows a Product Team to triage/groom the backlog and…
Execute on the most impactful and meaningful tasks in a sprint.
Drilling into Productboard, I was interested to learn their approach to Roadmaps, Feedback and linking these thinks with Strategic elements such as OKRs.
I wanted to see how it works in the platform and how this works for Product Teams and also flywheels out to others in the organization for linking actions with strategy.
On the video is Sophie Lalonde and Alon Bartur are both from the Productboard Product Team! This is getting very meta ????
https://vimeo.com/476995521
What I learned along the way about Productboard is a good lesson for other products.
They have a clear vision to be meaningful to product managers “out of the box”. Their north-star appears to be the Product Manager’s Dashboard.
They can penetrate deeper into an organization by being useful to surrounding teams. (Customer Success, Engineering, Leadership).
Smart onboarding that:
allows their own Customer Success to understand what challenge a trialler is looking to solve.
Allows the best templates to be shown (that “out of the box”experience).
Easy and fast invites to colleagues to kick-start collaboration and increase likelihood of activation inside that trialler’s company.
Productboard is an impressive platform and the video is worth a look. In coming weeks I’ll extract a few short nuggets that were excellent learnings.
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