Navarre Trousselot is the founder of portfolio tracking product Navexa and he takes us through the main features of the checklist/progress-bar above.
Key takeways:
- Initial modal to set the stage and introduce broad concepts.
- Sample data to avoid the dreaded “empty state”
- By clicking the first modal, the user sees the sample data as “their portfolio”.
- This completes Step 1 (View Portfolio) and instantly credits the user with a 1-day extension to their trial.
- Each additional steps extends the trial – with a total of 7 days making the trial a 14 day trial for someone who is genuinely engaged.
- When a step is completed you can instantly see down the bottom that the trial has been extended “10 free trial days left”.
The benefits here are huge – instead of being overwhelmed by all the data and features, the user can self-pace a journey that gives a reward along the way.