Onboard & Activate
First impressions and time-to-value
What
Getting new users from signup to their first "wow" moment as quickly as possible. Setting them up for success.
Why it matters
Trial conversion is critical. The faster users see value, the more likely they are to become paying subscribers.
How we do it
Onboarding is where we turn curious visitors into engaged users who understand how Stockopedia can help them invest better.
Key processes
- Guided setup - Understanding the user’s goals and investment style
- Portfolio audit - Importing holdings and revealing issues using StockRanks
- Quick wins - Getting users to their first insight fast
- Feature discovery - Introducing tools progressively, not overwhelming
Success criteria
A new user should:
- Undergo a portfolio audit to see where there are issues in their holdings using StockRanks
- Find stocks that match their preferred style with higher rankings
- Understand what StockRanks are and why they matter
- Set up to receive Daily Markets Intelligence (launching later this year)
Key challenge
Balancing comprehensive tooling with ease of use. We have powerful features - the challenge is revealing them at the right moment.