Onboarding redesign for Clearledger
A research-led onboarding redesign that gets new users to their first success in minutes. A case study by Elena Popescu, Design Systems Lead.
Challenge
Clearledger, an accounting platform, saw 60% of new sign-ups leave before completing setup. The onboarding asked for eleven pieces of information before showing any value.
Solution
After interviewing churned and active users, I redesigned onboarding around one quick win: a guided first task with smart defaults, deferred settings and a progress checklist that follows users into the product.