The product was installed - but users weren't activated. I redesigned the onboarding to build value perception early, guide users to their first "aha" moment, and lay the groundwork for a self-serve free trial.
Company
Wiser - SaaS retail intelligence. Live Price Check is a Chrome extension that lets retailers and brands compare competitor prices in real time, while browsing.
The status quo
Users had to buy first, then configure sites and categories without any guidance. No direction. No momentum. I stepped in to turn installs into impact.
My role
Product Designer 1 PM, 5 Engineers · 2024 Q2 - Q4
Responsibilities
Product strategy · Data analytics · UX design
Problem definition
Lack of onboarding led to low activation - and heavy CSM handholding
Too many steps and not enough guidance prevented users from reaching the "aha" moment. Three friction points stacked back-to-back, each quietly draining momentum before the product could prove its value.
Status-quo install journeyDrops off before "aha"
Step 1
No clear value upfront
→
Step 2
No guidance on how to start
→
Step 3
Small touchpoints, big confusion
→
⚠︎
No "aha" = churn risk
Symptom: CSMs were spending hours hand-holding new accounts through their first session - a non-scalable cost that rose with every new install.
Before · 1
No clear value upfront after install
After installing the Chrome extension, users got only a confirmation message - no idea what to expect next.
Before · 2
No guidance on how to start
Users had to find a subscribed retailer's site and a category page on their own to even see "product highlights" - with zero prompts.
Before · 3
Small touchpoints, big confusion
Users had to click a tiny highlight to see prices across retailers - and most of them missed it, never reaching the "aha" moment.
Metrics measuring
Define what activation actually means
Through analytics, we identified a strong link between users' first-day actions and their long-term engagement. We grouped users into three behavioural cohorts and traced retention back to the moments that mattered most.
30-day retention by first-day cohort
N = 4,200 installs
Power
10+ price checks
RETAINED
82%
Core
5 - 8 price checks
RETAINED
54%
Casual
1 - 4 price checks
RETAINED
18%
i
The activation event: 10+ successful price checks on day one. Users who hit it were ~4.5× more likely to be retained 30 days later. That became our north-star event for onboarding.
Activation framework - mapping first-day actions to long-term engagement
Solution
A faster path to value with streamlined onboarding
Three reworks, one through-line: build value perception before install, remove every detour after install, and prompt the "aha" moment by default.
Build value perception
A pre-install landing page that sells the payoff
Introduced a pre-install landing page with a clear login flow and setup steps - so users walked into the install knowing what they were going to get. Value perception built before any commitment was made.
Before
Cold install
"You installed the extension." A one-line confirmation. No login flow surfaced. No setup path. Users left to figure it out.
After
Pre-install landing
A focused page that previews the value, walks through login, and outlines the next two setup steps before install completes.
Pre-install landing page with login flow and value preview
Remove the detours
Route users straight to a subscribed category page
After login, the extension auto-routes users to a category page they've already subscribed to, where product highlights are visible right away. No extra clicks. No scavenger-hunt navigation.
User journey - new flow
Login
›
Subscribed
›
Aha
Login
Right page, instantly
Price check
Auto-routing post-login - users land directly on their subscribed category page
Prompt the "aha" moment
Auto-trigger a lightweight product tour on arrival
On the subscribed page, a two-step product tour shows users how the highlight works and prompts the first click. The "aha" moment - seeing prices across retailers - becomes the default outcome, not the lucky one.
Before
Tiny highlight, easy to miss
Users had to discover and click a small highlight on their own to trigger the comparison view.
After
Guided product tour
An auto-triggered tour points to the highlight, prompts the click, and lands the user on the comparison view.
Auto-triggered product tour guides users to their first price comparison
Impact
Smooth onboarding drove a 9% lift in user activation
The new flow shifted users through every onboarding stage faster, with the largest gains landing exactly where the old flow leaked - between login and the first price check. All measured within 3 months of launch.
Before
After
Install
Extension installed
100%
100%
Login
First sign-in completed
64%
71%
+7%
First page view
Reaches subscribed category
28%
38%
+10%
Activated
10+ price checks day 1
17.1%
26.2%
+9%
Activation rate
+9%
Lift in users hitting 10+ price checks on day one - the activation threshold.
Time to "aha"
↓ Faster
Cut detours and clicks between login and the first comparison view.
CSM load
↓ Lower
Fewer hand-holding sessions per new account during week one.
Activation funnel - measured uplift across each stage
Iteration
Paving the way for a Product-Led Growth free trial
The onboarding work unlocked something bigger: a self-serve free trial experience that lets users explore the product instantly - no sales call required. The flow now supports three key PLG moments end-to-end.
1
Value perception
Clear positioning and a simple install path build immediate interest before any commitment is asked of the user.
2
Value adoption
Users start tracking prices for free with minimal setup - the product itself does the onboarding work.
3
Value realization
Real-time data and competitor insights make the product's payoff obvious within the first session.
Country & region setup in the self-serve trial
What else
The broader journey on activation and engagement
Beyond the onboarding funnel, I worked on engagement across the main product to understand how value gets adopted at every stage of the lifecycle.
Defined what activation really means
Grouped users into Power, Core, and Casual cohorts to see how different first-week behaviours impacted long-term engagement and retention.
Found the leaks - then ran experiments
Dug into funnel data to identify where users dropped off and why, then designed experiments to bring people back at the moments they'd disengaged.
Built value moments into every new feature
Made sure new features had built-in value moments from day one, backed by Intercom in-app messaging to see what actually clicked with users.
Mapping the activation and engagement journey across cohorts
Takeaways
Great products don't win alone - clear paths to value do
1Start with value. Users don't care about setup - they care about the payoff. Show it fast, and they'll stick around. Data helps pinpoint where the "aha" moment really lands.
2Guide, don't guess. A quick tour or smart nudge beats hoping users will figure it out. Funnel and behaviour data show where they get lost - so we can lead with well-timed prompts.
3Let the product speak. The best pitch is the product itself. A hands-on trial backed by usage data builds more trust - and gives us real signals on what's working.