Smart Strategies to Improve Your Customer Onboarding Process

Samuel Hulick,

Today’s guest is Samuel Hulick, the founder and user onboard champion at Originally a web developer, Samuel is passionate about putting users first and creating amazing users experiences. He started his blog, to showcase different onboarding experiences as it’s often the most overlooked aspect of the overall user experience. He joins us to share his insights as an entrepreneur, blogger, and usability consultant.

Topics we spoke of in this episode include:

  • How to use Customer Development to validate your User Onboarding process
  • What makes a good Onboarding experience for a customer
  • The importance of focusing on User Onboarding versus any other element of an application
  • Differences in creating a customer Onboarding process for distinct business models

I present to you, the man himself… Samuel Hulick!

Questions asked throughout the episode:

0:31 Where are you from and how did your passion for entrepreneurship start?

1:52 What is UserOnboard and what motivated you to start it?

4:22Why showcase User Onboarding versus any other element of an application?

7:58What are your thoughts on User Onboarding for startups rather than already established or bigger companies?

10:55 How do you know what features to choose when creating a User Onboarding process?

13:38 In what ways would you suggest that a startup use Customer Development to validate certain features in the User Onboarding process?

18:18What are some of the biggest lessons you can share from your book, ‘The Elements of User Onboarding’?

22:13 What is the distinction in creating a User Onboarding process between the business models that exist (SaaS, eCommerce, Two-sided Marketplace)?

24:28What’s been your favorite User Onboarding process to analyze?

25:32What would make a good customer experience throughout a User Onboarding process?

27:59What’s next for UserOnboard in 2017?

28:35 – What’s the one thing you do in the morning that sets the tone for the day?

More on Samuel can be found via the links below:

Twitter: @samuelhulick



Joe Gilani
Joe Gilani (Co-Founder at Untangl) is a New York City native, networking enthusiast with a corporate sales background in the professional sports industry and a strong passion for making a profound impact in other people’s lives. He is incessantly hosting monthly meet ups or networking around the city, building relationships and strategically partnering with forward-thinking people. Together, we will leave the world a better place than how we found it.

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