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CASE STUDY

How Streak replaced self-developed onboarding with Userflow.

blog author
Esben Friis-Jensen

November 12, 2024

33 min. read

customer image

Looking for an alternative to self-developed onboarding

Aleem Mawani, CEO, and the Streak team were looking for an effective way to do in-app onboarding for their customers. As a company with a strong developer culture, they had previously built onboarding tips themselves. Still, they found it hard to maintain, and it did not allow them to run quick experiments and analyze performance.

LEARN FROM THEIR SUCCESS

The challenges

  • Improving in-app guidance to convert and retain users.
  • Allowing non-developers to build and iterate faster on the onboarding flows.
  • Finding a solution that was sophisticated enough to replace selv-developed onboarding.

Why they chose Userflow

  • User-friendly and advanced flow builder
  • Sophisticated features such as analytics, triggers and surveys.
  • Strong version control.

The results

  • Significantly improved user onboarding.
  • Ability to build sophisticated flows faster and without developers.
  • Reduced churn via sophisticated cancellation and contraction flows.
“We were looking for a solution that would make it easier to iterate fast on our onboarding, while still having the flexibility to cater to advanced use cases as something we would develop ourselves.”

- Aleem Mawani, CEO

Most solutions on the market were not flexible or advanced enough, but then Streak found Userflow.

Demo of the Streak Userflow implementation

Watch this video where Userflow co-founder Esben Friis-Jensen highlights how Streak implemented Userflow for their onboarding.

Userflow brought power, speed and a great UX

When Aleem and Streak discovered Userflow, they were immediately impressed with the UX and the robust feature set, as well as the aesthetic-looking flows.

“We loved Userflow’s high-quality UI components, the ease of designing flows, and how easy it was to trigger them based on events and attributes.”

- Aleem Mawani, CEO

But the thing they found most valuable was the ability to move fast and iterate quickly on their onboarding while easily keeping track of the changes.

“We can make changes and have them instantly published, and we love the way the Userflow versioning system works.You have a working draft, and once you publish it, the changes are versioned. It’s easy to go back and see what changed between versions because it diffs a human-readable text format.”

- Aleem Mawani, CEO

Also, the capability to run their own Javascript actions on Userflow steps made the developer-centric company able to achieve a similar level of sophistication as they could with a self-developed solution, all while being able to iterate faster.

Experimenting and analyzing with ease

Streak initially used Userflow to build out an onboarding setup for new users. They did A/B testing and used the Userflow analytics combined with their own data to see which flows resulted in the most activated users after seven days.

They also analyzed dropoff rates at each step in the flows to see how they could make the flows sharper and better for their users.

“Userflow helped us improve our onboarding processes significantly, and it also made it easier for us to analyze where we could improve.”

- Aleem Mawani, CEO

Expanded to additional use cases and features

The success with the onboarding setup led Aleem and the team to use Userflow for additional use cases and to use some of the advanced features like Surveys.

“We’ve started using userflow for a ton of different purposes than we originally predicted. We introduced a cancellation flow where we offer users discounts, the ability to pause and ask them why they are canceling using Userflows surveys. We also used sophisticated triggers to determine which questions to ask when. This flow has helped reduce our churn.”

- Aleem Mawani, CEO

Besides the cancellation flow, they also introduced a contraction flow asking why customers remove team members, and an auto-join team flow, that asks new users if they want to join an existing team that has been setup for their domain. All this helps reduce churn and encourage expansion.

Streak would have coded flows like this themselves using expensive developer time in the past. But now, they can do it all a lot faster via Userflow in a no-code fashion.

“We are huge fans of Userflows no-code flow builder and the capability it gives us to build and iterate and experiment on onboarding and much more. We look forward to expanding our use cases even more in the future.”

"Streak is the only CRM built entirely within your Gmail to help you get things done. Whether you want to close more deals, manage partnerships, or track support issues, Streak helps you focus on what matters most to your business - without ever leaving your inbox. Since 2011, Streak has grown to 6000+ customers worldwide with industry-leading companies such as Opendoor, Uber, Atlassian, Logitech, Rappi, and Keller Williams."

“Userflow helped us improve our onboarding processes significantly, and it also made it easier for us to analyze where we could improve.”

Aleem Mawani

CEO

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Streak

Case Study

How Streak replaced self-developed onboarding with Userflow.

customer image

Aleem Mawani

CEO

“We were looking for a solution that would make it easier to iterate fast on our onboarding, while still having the flexibility to cater to advanced use cases as something we would develop ourselves.”

- Aleem Mawani, CEO

Most solutions on the market were not flexible or advanced enough, but then Streak found Userflow.

Demo of the Streak Userflow implementation

Watch this video where Userflow co-founder Esben Friis-Jensen highlights how Streak implemented Userflow for their onboarding.

Userflow brought power, speed and a great UX

When Aleem and Streak discovered Userflow, they were immediately impressed with the UX and the robust feature set, as well as the aesthetic-looking flows.

“We loved Userflow’s high-quality UI components, the ease of designing flows, and how easy it was to trigger them based on events and attributes.”

- Aleem Mawani, CEO

But the thing they found most valuable was the ability to move fast and iterate quickly on their onboarding while easily keeping track of the changes.

“We can make changes and have them instantly published, and we love the way the Userflow versioning system works.You have a working draft, and once you publish it, the changes are versioned. It’s easy to go back and see what changed between versions because it diffs a human-readable text format.”

- Aleem Mawani, CEO

Also, the capability to run their own Javascript actions on Userflow steps made the developer-centric company able to achieve a similar level of sophistication as they could with a self-developed solution, all while being able to iterate faster.

Experimenting and analyzing with ease

Streak initially used Userflow to build out an onboarding setup for new users. They did A/B testing and used the Userflow analytics combined with their own data to see which flows resulted in the most activated users after seven days.

They also analyzed dropoff rates at each step in the flows to see how they could make the flows sharper and better for their users.

“Userflow helped us improve our onboarding processes significantly, and it also made it easier for us to analyze where we could improve.”

- Aleem Mawani, CEO

Expanded to additional use cases and features

The success with the onboarding setup led Aleem and the team to use Userflow for additional use cases and to use some of the advanced features like Surveys.

“We’ve started using userflow for a ton of different purposes than we originally predicted. We introduced a cancellation flow where we offer users discounts, the ability to pause and ask them why they are canceling using Userflows surveys. We also used sophisticated triggers to determine which questions to ask when. This flow has helped reduce our churn.”

- Aleem Mawani, CEO

Besides the cancellation flow, they also introduced a contraction flow asking why customers remove team members, and an auto-join team flow, that asks new users if they want to join an existing team that has been setup for their domain. All this helps reduce churn and encourage expansion.

Streak would have coded flows like this themselves using expensive developer time in the past. But now, they can do it all a lot faster via Userflow in a no-code fashion.

“We are huge fans of Userflows no-code flow builder and the capability it gives us to build and iterate and experiment on onboarding and much more. We look forward to expanding our use cases even more in the future.”

-

Aleem Mawani

,

Streak

The challenges

  • Improving in-app guidance to convert and retain users.
  • Allowing non-developers to build and iterate faster on the onboarding flows.
  • Finding a solution that was sophisticated enough to replace selv-developed onboarding.

Why they chose Userflow

  • User-friendly and advanced flow builder
  • Sophisticated features such as analytics, triggers and surveys.
  • Strong version control.

The results

  • Significantly improved user onboarding.
  • Ability to build sophisticated flows faster and without developers.
  • Reduced churn via sophisticated cancellation and contraction flows.

About Streak

Streak is the only CRM built entirely within your Gmail to help you get things done. Whether you want to close more deals, manage partnerships, or track support issues, Streak helps you focus on what matters most to your business - without ever leaving your inbox.

Since 2011, Streak has grown to 6000+ customers worldwide with industry-leading companies such as Opendoor, Uber, Atlassian, Logitech, Rappi, and Keller Williams.

Headquarters
San Francisco, USA

Industry
SaaS

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