Marketing + Sign Up + Onboarding. Improving Conversion Rates.

Marketing + Sign Up + Onboarding. Improving Conversion Rates.

Hi there,

Businesses are letting staff go and cutting costs where possible. The ground is shaky and the future is uncertain.

Is it possible to cut marketing costs and retain (or even increase) growth?

Some things that have worked for Iteration Group clients:

  • Take a close look at the top of the marketing funnel. Can we disqualify leads before they even take action on the Google Ad, Facebook Ad, or other offer?  Put pricing information in the ad copy? Filter-out the audience by age, location, or other factor that will unlikely yield a sign up?"
  • Survey visitors who spend time on the site but don't sign up: "What's preventing you from signing up today?"  Understand what could be refined and make changes to the user experience.
  • Utilize a quiz to increase leads; a proven, lightweight, unassuming, non-committal engagement instrument.
  • Use Live Chat and automated text messaging to engage in a conversation with leads who don't sign up.
  • Use a context-aware help system that allows users to get answers to their questions on the screens where they need them.
  • Do a rigorous funnel analysis, step-by-step and screen by screen.  Understand where and why users are dropping out.  Identify possible usability and conversion issues on desktop, tablet, and mobile.
  • Analyze the data and performance of the remarketing campaigns: email, ads, postal mail, and others.  How can leads be segmented for these campaigns and also in the software user experience to increase sign up conversion?
  • Provide better guidance in the form of personalized introductory videos and in-app walkthroughs to increase engagement.
  • Identify the key factors that impact retention. Address those via software enhancements, automated messaging, and manual actions.


Need help improving your conversion rates? Designing a new product from scratch? Or modernizing and refining an existing product used by lots of people every day?

We'd love to talk with you about it. Email us or contact us.


Do you know what you need? Are you sure it's just UX or Design?

When we started Iteration Group nearly ten years ago (whoa), usability and user experience design were niche specialties.

Boy, have things changed over those ten years:

  • Companies large and small have embraced UX design as an important part of their software and app development process.
  • UX design is now a commodity. The number of folks who can create wireframes and design great-looking interfaces has grown massively. At the same time, these newer designers are less grounded in the old-school fundamentals of usability and human-computer interaction.
  • The honeymoon is over. The bar has been raised. UX design isn't enough.  Standalone, it won't dramatically lift your sales, lifetime value, retention, net promoter scores, and other KPI's.

Most businesses need product strategy, not just UX design.

This requires experience, understanding, and a point-of-view across all areas of the business: sales, marketing, business development, technology, operations, and finance. Things like:

  • What are we trying to accomplish? What are the short-term and longer-term goals?
  • How is the business doing today? What are the key performance indicators? Revenue, Lifetime Value, Gross Margin, Retention?
  • Where does the current software fall short? What do we think? What do the customers say?
  • What are the "quick wins?" The stuff that requires minimal work, that can be shipped as soon as possible, and that we think can move the needle?
  • How is the team performing? What key hires and outside talent should be brought in? What is the long-term plan here? What talent is strategic to the business?
  • How is the technology platform working? What is holding us back?
  • What are the marketing plans? How does the software dovetail with these plans to enable smooth sign up, onboarding, and upsells? How do the marketing funnels look today?

Need some help designing a new product from scratch? Or modernizing and refining an existing product used by lots of people every day?

We'd love to talk with you about it. Email us or contact us.