<step-l>1<step-l><case-h3>Goals<case-h3>

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<p>The project centered around four key initiatives:<p>

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<p> 01. Redesign the onboarding flow to reduce drop-offs, increase personalization, and drive early trial intent.<p>

<p> 02. Launch a new export timesheets feature, guided by user feedback and designed for fast adoption.<p>

<p> 03. Test and optimize the paywall experience, experimenting with different entry points, messaging, and layouts.<p>

<p> 04. Boost post-onboarding activation by introducing a Get Started flow that encourages immediate action and reveals product value quickly.<p>

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<p>Our guiding principle throughout was simple: every screen should move users closer to value.<p>

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<step-l>2<step-l><case-h3>Onboarding Flow<case-h3>

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<p>The original onboarding was short but lacked personalization, making it harder for users to feel connected to the app early on.<p>

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<p>We introduced new screens to tailor the experience based on role, industry, and feature needs. Users now select whether they're a business owner, manager, employee, or freelancer, and choose their industry and top use cases-like GPS timesheets or scheduling.<p>

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<p>These changes made the flow more relevant, and set the stage for better activation and engagement.<p>

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<step-l>3<step-l><case-h3>Post-Onboarding: Get Started Flow<case-h3>

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<p>After completing onboarding, users now see a "Get Started" popup that walks them through setting up their company in just a few steps. It's focused, friendly, and highlights how little time each task will take.<p>

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<p>This flow was made mandatory to drive activation, and we paid close attention to drop-off points.<p>

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<p>Initially, asking users to invite teammates too early led to friction-so we moved that step to the end of the setup sequence, after users had already configured key settings.<p>

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<p>The result was a smoother path to value, with more users completing setup and exploring the app.<p>

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<step-l>4<step-l><case-h3>Export Timesheets Flow<case-h3>

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<p>Exporting timesheets was one of the most requested features from users managing payroll and reports. Previously, users had no easy way to pull out logged hours in a shareable format-leading to frustration and support tickets.<p>

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<p>We designed and built the export flow from scratch focusing on simplicity and clarity.<p>

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<p>Users can now quickly select a date range, choose format (CSV or PDF), and generate timesheets in seconds.<p>

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<step-l>5<step-l><case-h3>Paywall Versions & Testing<case-h3>

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<p>Most of our testing focused on onboarding paywalls, where timing and clarity are critical.<p>

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<p>We explored multiple versions, ranging from simple prompts to more dynamic formats across onboarding and in-app moments.<p>

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<p>The most successful version was a table-style layout introduced during onboarding.<p>

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<p>It clearly outlined the differences between core and pro, making the decision straightforward.<p>

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<p>Users responded well to this level of transparency, and it consistently outperformed other formats in trial starts and conversions.<p>