Atlas Onboarding

The Problem

The original onboarding left users confused about how to use Atlas, resulting in low feature adoption. I redesigned it to reduce friction and help users see value immediately. The redesigned onboarding guided users through account setup, team creation, contact syncing, and core features.

Key improvements included:

Wireframe concept

The experience includes a dynamic dashboard with time-based greetings, auto-populated lists (Network Map, Portfolio, Talent Bench), and a getting started panel that surfaces key actions for first-time users.

Final Dashboard design UI

Impact

Network syncs increased from 0 to 40 users daily after launch. The automated list creation and personalized messaging reduced setup friction and helped users understand Atlas's core features faster. We continued refining the experience based on ongoing customer feedback.