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Heads up: we ran a 30-day test of manual user onboarding vs. a simple Zapier flow and the numbers were brutal

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3 Comments
aaron_mitchell
Honestly I was a big believer in that personal touch for new users. We had a whole team doing custom welcome emails and setup calls. Then we tried automating just the first three steps with a simple tool like Zapier. The manual group had a 40% drop off before they even finished setup. The automated flow kept 85% of people moving forward. It kind of broke my brain, but the numbers don't lie.
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karencampbell
karencampbell2mo agoMost Upvoted
Yeah, the part about it "breaking your brain" really hits home. I read a case study once about a company that did something similar with onboarding. They found people felt pressured by a real person waiting on them, like they were holding someone up. But an automated email or a clear button to click next felt like moving at their own speed. It's weird because we think human contact is always better, but sometimes it just adds social anxiety to a process.
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anna491
anna4912mo ago
But is that social pressure really a bad thing? Sometimes a little push is what people need. If someone is signing up for a service that needs a real setup, a human guide can stop them from getting lost. The automated path might just let people click through without really learning how to use the tool. Maybe the drop off in the manual group was just people who weren't that serious to begin with.
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