Case Study: Scheduling Software

Iterative User Research Improves Software Product Messaging and Sign up Flow

Client Background

The Software Company makes it easy for service providers to schedule their work and receive payment. The company helps a wide variety of use cases, from event planners to home contractors and has a flexible and usable product that customers love. The website provides education on the use cases and the ability to create a free account.


The Challenge

The company generated high levels of interest from social media and advertising campaigns. Prospective customers understood the targeted messages, but only a small portion of visitors created a free account. Fewer visitors would complete the onboarding steps and start collaborating with their own customers.


Our Strategy

We began with a site experience audit. This included a detailed analysis of the customer journey through the marketing and onboarding process. As a result, we identified many small fixes to make prior to user testing and specific questions we wanted to answer with target customer research.

After the learnings were implemented from the site experience audit, we took an iterative design and usability testing approach. In collaboration with the company’s designer, the Experiment Zone user research team created a usability study we would run on a weekly basis on the latest version of the marketing and onboarding flows. Each study, we’d identify the opportunities to improve the user experience based on the pain points and confusion that were made clear in the study.


The Results

We ran iterative studies across four months. Each study, we refined the recruiting criteria as we learned more about the target audience - and we improved the design of the onboarding user experience. This was measured in a pre/post analysis of the conversion to trial and completed onboarding experience.