Onboarding on the Clearleft podcast

Crash!

Did somebody drop something?

Why, yes! It’s a new episode of The Clearleft Podcast. The episode that just dropped is all about onboarding:

How do you introduce users to product features without alienating or patronising them?

It’s a tidy fifteen and a half minutes long, featuring words of wisdom from product designer James Gilyead, content designer Jo Dimbleby, and of course UX designer Krystal Higgins, who literally wrote the book on better onboarding.

I interviewed James and Jo, and used snippets of a talk that Krystal gave at one of our UX events a little while back. Have a listen.

James and Jo talk worked on a project together for Sage where thy prototyped patterns for onboarding users to product features. You can find out more about the project:

The folks at Sage had a hunch that an overview screen might be valuable for their customers. They asked Clearleft to help them test this hypothesis.

Another Clearleftie, Chris How, wrote a chapter for the Customer Onboarding Handbook published by CX Lead. You can get the book and read his chapter called Ongoing Onboarding.

That idea of ongoing onboarding is something James talks about on the podcast, calling it “longboarding”:

We ended up coining the term longboarding to describe a transition from a new user to an established user.

He goes one better with the term “non-boarding”:

Some products you don’t realise have onboarded you. And I think that’s a huge compliment.

Listen to the whole episode to get the full story. And while you’re at it, subscribe to the podcast feed or subscribe on Apple, Spotify, or wherever you get your podcasts.

This was originally posted on my own website, which is awesome.