Platform
Hubspot
Client
Share Council
Period
September, 2024
Streamlining the Onboarding Journey
The "Onboarding Process Overview" page was created to fill a critical gap on the Share Council website. Previously, users—busy business professionals—had no quick way to understand the onboarding process, as information was scattered or overly detailed accross articles from the knowledge base. This page provides a clear, high-level overview, allowing users to grasp the process efficiently before scheduling a sales call with the team.
Goals
Use this space to promote the business, its products or its services. Help people become familiar with the business and its offerings, creating a sense of connection and trust. Focus on what makes the business unique and how users can benefit from choosing it.
Provide clarity at a glance
Design a high-level overview of the onboarding process to help users quickly understand the key steps without diving into unnecessary details.
Leverage progressive disclosure
Use a step-by-step layout and interactive elements to reveal more information as needed, preventing the page from feeling cluttered or overwhelming.
Strengthen usability and accessibility
Ensure the design is intuitive and works seamlessly across devices to cater to the needs of busy business professionals.
Reinforce brand trust
Present the onboarding process in a way that reflects Share Council’s professionalism and commitment to streamlined solutions.
Enhance decision-making
Equip users with the essential knowledge to confidently schedule a sales call.
Complete Roadmap
The full onboarding process is presented in a clear, visual roadmap, offering users a comprehensive understanding of each phase at a glance. This high-level overview ensures users know what to expect without diving into unnecessary complexity.
Step-by-step info
To prevent information overload, each phase of the onboarding process is displayed as a stepper. This interactive approach reveals details progressively, allowing users to focus on one step at a time, maintaining clarity and minimizing visual clutter.
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