We worked with Checker, a global market research software provider, to tackle a major challenge: their onboarding process. While their software had great potential, it was incredibly complex and customizable, making it difficult for new users to get started.
To simplify things, we created an educational guide that broke down the features in an easy-to-follow format. Instead of overwhelming clients with all the customization options upfront, the guide helped them focus on the core features they needed to get up and running quickly.
We also developed custom dashboard templates that showcased various ways the software could be used, tailored to different industries and needs. This gave clients a visual roadmap, showing them exactly how to leverage the software for their specific goals without getting lost in the details.
The result? Onboarding became much smoother and faster. Clients were able to see value right away, increasing user adoption and reducing churn. With less time spent on training, the sales team saw a boost in conversions and client satisfaction.
This project showed us how powerful educational content can be in improving onboarding and driving sales—sometimes, the key is simplifying the complexity and guiding users to success step by step.