User onboarding is a crucial step in the customer journey, especially for tech companies offering apps, software, or digital tools. The challenge lies in helping users understand, love, and stick with your product from the very first interaction. Storytelling has the power to make this process engaging, relatable, and even fun, helping users overcome the learning curve while forming a deeper connection with your brand. Tech Storytelling Techniques.
Here are some actionable storytelling techniques tech companies can use to improve user onboarding and make it a standout experience.
1. Create Engaging Tutorials with Narratives
Traditional “how-to” tutorials often feel dull and mechanical, making new users disengage before they’ve fully grasped your product’s potential. Introducing a compelling narrative into your tutorials turns onboarding into a story-driven experience that users actually want to follow.
How to Add Stories to Your Tutorials:
-
Introduce a Relatable Guide:
Create a relatable character or avatar (e.g., a friendly mascot or a helpful team member) that guides users through the onboarding steps. By introducing a personable voice, you make the process more approachable and less intimidating. -
Frame Tutorials as Adventures:
Present onboarding as an exciting mission. For example, onboarding for a project management tool could be framed as “Building the Ultimate Productivity Blueprint.” -
Include Real-World Scenarios:
Instead of listing features, place them into scenarios that mimic how users might actually interact with the product. For example, explain how a cloud storage app can quickly send a contract to a client in one click.
Example:
Slack uses engaging animations and their friendly tone to introduce users to the platform. Their tutorials feel like a conversation, walking you through setup while highlighting how their workspaces can solve real-world communication problems.
2. Use Relatable Scenarios to Break Down Complex Steps
One reason onboarding falters is that tech tools often address highly technical or abstract processes that are difficult for new users to grasp. Relatable scenarios act as a bridge between your technology and the user’s everyday life.
How to Build Relatable Scenarios:
-
Focus on Audience Needs:
Understand your users’ typical workflows or pain points and weave these into your scenarios. For example, if you’re onboarding small business owners for an invoicing tool, walk them through creating and sending an invoice to a client. -
Simplify with Stories:
Instead of simply showcasing the “tools” your product offers, tell a story about how they solve a specific challenge. For example, a digital marketing platform might demonstrate how its analytics dashboard helps a niche e-commerce shop find its top-selling products. -
Follow a Day-in-the-Life Framework:
Show how the user’s day or operations will improve after onboarding. Break onboarding into steps that match everyday situations, such as “organizing your first team project” or “sending your first payment request.”
Example:
Canva incorporates user scenarios like "Designing Your First Poster" into onboarding content. By focusing on specific use cases, they help users immediately see how the tools fit into their goals.
3. Gamify the Onboarding Experience
Gamification taps into users’ natural desire for achievement, reward, and progress. It creates a sense of motivation and offers an enjoyable way to explore features without feeling overwhelmed.
Ways to Incorporate Gamification:
-
Achievement Milestones:
Break down the onboarding process into small, manageable tasks (e.g., “Add Your First Contact” or “Create Your First Project”). Reward users with virtual badges, progress bars, or playful notifications as they complete each step. -
Interactive Tutorials:
Create interactive, gamified tutorials where users complete real tasks within the product as part of the onboarding. For example, a password manager could guide users to create an account, save a few passwords, and generate a secure one, gamifying their progress as a “security expert.” -
Scoring or Leveling Up:
Offer a playful scoring system based on actions completed. For example, users could level up as they explore core features, gaining “expert” status by the end of onboarding.
Example:
Duolingo is a standout in gamification, with rewards like streaks, hearts, and XP points that keep users motivated to continue their language-learning journey. Their gaming approach makes every small success feel significant, encouraging users to keep progressing.
4. Showcase User Success Stories
Humanizing your product through real-world success stories can inspire new users to stick with onboarding. By demonstrating how others have used your product to achieve tangible results, you’re showing users what’s possible for them too.
How to Incorporate User Stories in Onboarding:
-
Highlight Key Outcomes:
Share testimonials or case studies during onboarding that showcase how users saved time, solved a problem, or achieved success using your product. -
Introduce Personas:
Create example personas for new users to follow along with during onboarding. For example, show how “Alex,” a product designer, uses your tool to streamline their workflow as part of an onboarding task. -
Tell Stories with Visuals:
Use short videos or slides to walk users through someone else’s success story, laying out the steps clearly so as to encourage new users to replicate the process.
Example:
Trello showcases success stories from entrepreneurs and project managers on its landing pages and onboarding content. By sharing how others stay organized with Trello boards, they inspire new users to imagine their own success.
5. Build a Sense of Progress and Accomplishment
Onboarding should feel like a rewarding experience, not a checklist of obligations. By incorporating storytelling techniques that convey progress and accomplishment, you create a satisfying user experience that encourages completion.
Tips for Driving a Sense of Progress:
-
Use Progress Bars:
Display a visible progress bar or percentage, highlighting how close users are to fully onboarding. Pair it with celebratory animations when they hit milestones. -
Offer Instant Wins:
Make sure users feel the value of your product quickly. Structure onboarding so users can perform a simple, valuable task within moments, like uploading their first file or scheduling their first meeting. -
Celebrate End Goals:
At the end of the onboarding process, affirm their accomplishments with a welcome message, certificate, or even direct access to advanced features. Reinforce their role as a valued user by clearly laying out what they've unlocked.
Example:
Dropbox emphasizes progress during their onboarding by encouraging incremental actions like uploading a document or sharing a folder. Users feel a victory at each step, building familiarity with the platform one action at a time.
Final Thoughts
Tech companies have the unique challenge of tackling complex onboarding tasks in a way that keeps users engaged and inspired. By leveraging storytelling techniques such as narratives, relatable scenarios, gamification, and user success stories, you can transform onboarding from a purely instructional process to an enjoyable experience that creates lasting connections with your users.
The goal is simple yet profound: make the story about the user. By focusing on their needs, motivations, and success, tech brands can create onboarding journeys that win both hearts and minds. Are you ready to tell a better onboarding story? Your users are waiting to turn the page!