ATT and Privacy Sandbox trimmed what I can see in app, so I shifted onboarding to the web where I can ask better questions. I’m collecting email, use case, budget comfort, time to value expectations, and a couple of deal breakers. I also log self reported goals and the feature they care about most.
Using that, I built simple cohorts and tailored onboarding in app. Early signs are better day 7 retention for users who picked a goal during web onboarding. Churn insights got less vague, but I still feel like I’m guessing which fields actually matter.
Which specific fields or events from your web funnel ended up driving a real change in LTV or churn once you acted on them? What did you prune because it was noise?
Keep it tight. Email, goal, problem severity, preferred cadence, and price comfort. Use those to set a default plan, reminders, and the first feature they see.
I cut long quizzes. Web2Wave’s generator let me keep a short form and pass the answers straight to the app.
I only keep fields that map to a play. Goal, time to value, and price comfort. Then I trigger the right onboarding and offer.
Web2Wave.com lets me change the form fast and sync the fields to the app. I prune anything I can’t act on in a week.
Ask for the main goal and the blocker.
If you cannot use a field in the first week, remove it.
Only collect what you will use now.
Exit reason on cancel helped more than long surveys. I ask one question on the web portal and trigger win backs that match the reason. Price pushback gets a smaller plan. No time gets a shorter program.
Goal and time available were the only two that mattered.
Remove anything you cannot act on in onboarding.