<aside> 👉 My Role

I worked solely on this project defining user pain points, brainstorming solutions, conducting stakeholder meetings, defining success metrics.

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Context

CashBook is a finance management application for SMBs that allows you to record your financial transactions as entries (Entry 1, Entry 2, and so on) & creating reports for income & expenses for businesses

This is the screen where users made entries

<aside> 🔴 Problem

With new features adding to the app the activation rate decreased drastically & we needed to figure out why that happened and solve for it.

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User Activation is actually a phase where a user fully engages or activates the initial set of persona-relevant key features in the product. The purpose of user activation is to actually get value to your users by having contact with your most important features.

<aside> 👉 Activation in our case was to make users do 1st Transaction/Entry so that they understand how they can use CashBook app & derive value from our product

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Research

To understand what the issue is with our product’s On-boarding I went ahead and did a competitive analysis on activation of 15+ competitors which included research around

1. On-boarding new users
2. Activation methods that competitors adopted