Onboarding Tool
Overview
What is Breef? Breef is a platform that brands and agencies globally. Breef simplifies everything from planning, pitching to payments by partnering agencies and brands to create award winning campaigns, viral videos, websites and more.
Challenge: Breef was looking for a way to streamline their project creation flow, taking users from the breef.com landing pages directly to a custom-generated project scope in just a few clicks.
Solution: Create an onboarding flow that once filled out, will automatically pull the user’s work email and onboarding answers to instantly generate a project scope. The scope contains custom information about their company and agency needs, including pulling company bio, company website, and HQ location automatically from the web.
Project Goals:
Automate systems to create custom project scopes
Reduce the amount of work put on the user to create a project scope
Pull data directly from the internet rather than making users type it out
Onboarding Tool
We started with the concept of creating a tool that would, in under 5 minutes, put together a project scope for a user. The goal was to increase customer interest and acquisition. With the thought that if we make the process of creating a project scope as streamlined as possible it will incentivize users more to actually commit and post their projects.
Results:
After the launch of the Onboarding Tool, Breef saw a 50% increase is projects being created and a 30% increase in projects that were published in Q2 and Q3 compared to this time last year or Q1 of this year. What this means is, they doubled the amount of people who went through the onboarding flow and created an account on Breef. But only 30% of users then paid to submit their projects to be partnered with an Agency.
“Overall, amazing user experience on your platform. Kudos”
Brandemic India