Signup flow optimization

Raise completion on a signup or trial registration flow

This marketing skill from Corey Haines helps an agent audit and improve the screens where people create an account or start a trial. It first gathers context, including the flow type, the current steps and fields, and your numbers, reading a product marketing file if one exists. It then works through each field (email, password, name, social sign-in, phone, company and role questions), single-step versus multi-step layouts, error handling, microcopy, mobile and what happens after submit. The output is a set of findings, recommended changes, an optional redesigned form and experiment ideas to test.