TLDR Founders · STRATEGIES & TACTICS
DON'T REINVENT USER PROFILING DURING ONBOARDING. THIS IS WHAT IT SHOULD LOOK LIKE
Summary from the TLDR Founders newsletter
First-party data on user demographics and firmographics is crucial for personalizing experiences and analyzing the right segments. Collect it directly from users in onboarding with a 3-step flow: 1) About the user 2) About their company 3) Invite team members. Ask multiple-choice questions on intent, role, seniority, and use cases. Show the team invite to everyone, setting the admin as default. Then ask about their goals to broaden their perspective. Keep it simple, use logic, and only ask what you'll use. A 15% drop-off is worth the data.