Increase onboarding calls by making it the default option

To enhance a product-led growth (PLG) model using Leantime's onboarding tactic, make scheduling an onboarding call the default option in your user onboarding process. This leverages the default bias to increase user engagement from the start.

By presenting the onboarding call as a standard part of getting started, you can increase the number of users who receive personalized guidance, potentially leading to faster time-to-value and improved product adoption. Ensure users can still opt-out if they prefer, but frame the call as a valuable, expected step in the process. This approach can help accelerate user activation and set the stage for long-term product engagement, key elements of a successful PLG strategy.

To improve conversion rates using Leantime's onboarding tactic, implement a default option for scheduling an onboarding call during the sign-up or initial product setup process. This can help increase the number of users who engage deeply with your product from the start.

By making the onboarding call the standard path, you leverage default bias to guide more users towards valuable interactions with your team. This can lead to better product understanding, increased engagement, and ultimately higher conversion rates from free to paid users or from initial sign-ups to active users. Remember to clearly communicate the value of the call and allow users to easily opt-out if they prefer, to maintain a positive user experience.

To optimize your website using Leantime's onboarding tactic, incorporate default options that guide users towards valuable engagement points. For example, you could pre-select an option to schedule a demo or consultation call on your pricing or sign-up pages.

Apply this principle throughout your website by setting helpful defaults in various interactions. This could include pre-selecting recommended product options, suggesting default search parameters, or highlighting recommended content. Always ensure these defaults genuinely benefit the user and are easy to change. By strategically applying default options, you can streamline the user journey on your website and increase engagement with key conversion points.

To A/B test Leantime's onboarding tactic, create two versions of your onboarding process: one with scheduling an onboarding call as the default option (version A) and one without this default (version B). Randomly assign new users to each version.

Track key metrics such as the percentage of users who book an onboarding call, attendance rates for these calls, and subsequent product engagement metrics. Also, monitor user behavior to see how often the default option is accepted or changed. Complement this quantitative data with user surveys or interviews to gather qualitative insights on how users perceive the default option. Analyze the results to determine which approach leads to better outcomes for your specific product and user base.

Leantime's onboarding tactic improves user experience by making the process of getting started with the product feel more guided and supportive. By presenting an onboarding call as the default next step, users are given a clear path forward and don't have to make an active decision about whether to seek additional help.

This approach can reduce cognitive load for new users who might be unsure about how to best get started with the product. It also communicates that personalized support is a standard part of the onboarding process, which can increase users' confidence in their ability to successfully adopt the product. By leveraging default bias, this tactic can lead to more users receiving valuable guidance, potentially resulting in a smoother and more satisfying onboarding experience.