What is Camelo?
Core Activation Moment
Problems
Low activation rate
Only 47% of new users reached the core activation moment.
Lacks guidance
Lacks guidance for key features.
Goals & Needs
Business goals
- Get more new users to reach the core activation moment
- Add guidance for other important features
User needs
- Explore the app at their own pace
- Get guidance at the right time
Research & Audit
Onboarding Funnel
Session Recordings
Flow Audit
Competitive Analysis
Three patterns:
- Flexible, non-linear onboarding
- Clear focus on activation milestones
- Small incentives that encouraged completion
Key Insights
Exploration & Validation
Redesigned Home checklist
Feature-specific onboarding panels
Comprehensive schedule setup modal
Final Design
Dedicated Get Started page
Floating Checklist
Enhanced Setup Modals
Improvements:
- Pre-select positions based on industry
- Expand Locations to support fixed and client job sites
- Let users add a new position on the spot while filling in team member details
Coaching Marks
Contextual Tooltips
Rewards
Impact
Results
47 → 59%
new users published their first schedule
Less confusion
in user recordings & customer feedback
Reflection
What I Learned
1. Onboarding is not about explaining every feature.
2. Users like to explore on their own.
3. Onboarding is never really "done".
What I'd Explore Next
1. Step-level tracking
2. Contextual nudges