Hi, I'm Phil Freo

I just finished reading “The Elements of User Onboarding” by Samuel Hulick. I discovered the book through the excellent site UserOnboard.com which has chronicled every screen in the onboarding process of several web and mobile apps and added great commentary (positive & negative) on each screen.

If you help make a web/desktop/mobile app, I highly recommend going through a few of these teardowns, as they alone will make you re-think some parts of your onboarding process. These teardowns together with the book have given me lots of great ideas for drastically improving the liklihood that a new user of Close.io will become successful.

For each chapter, I wrote down a brief summary or simply something that stood out to me. By all means, this isn’t a replacement for getting the book – but a teaser and reminder to myself what I read!

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My blog post on the Close.io blog was pretty popular (18,000 pageviews & lots of HN comments) so I wanted to cross-post it here:

Sweating the UI & UX details in Close.io: Emails & Email Addresses

We like to think of our sales software, Close.io, as having a lot of magic under the hood. When we do our jobs successfully, our users may not even notice, but their lives will be made a little easier. We try to make features just work without requiring users to think too much, even if that adds complexity in code.

Here are a few examples:

It’s 2012 and the web and mobile devices are capable of amazing things, which is why it’s so surprising to me that some of the simplest things are still so hard.

I’ve got the latest iPhone with its 8MP camera and HD video camera, complete with iOS 5 and I pay for extra storage on iCloud. Apple’s supposed to be the best at designing simple user experiences across hardware and software – and I believe they are.

So when I want to take a bunch of photos and videos that I took from my iPhone and share those with some family members, it should be simple right?

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