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Work · Xero Guided Setup

Mobile onboarding, from blank to first invoice

Turned Xero mobile’s empty first run into a guided path for every new iOS and Android install.

Xero Guided Setup on three iPhones: welcome screen, first invoice task and setup guide

The project

46% of new mobile users were dropping out during setup, then landing on an empty dashboard with no clear next step. I led discovery and design for Guided Setup, testing the flow with 11 small-business owners. The key decision was to shorten the path to first value: prioritise “Create and send an invoice” instead of launching the full checklist at once. We shipped the focused first step first, then added the broader guided experience in phase two. The experience eventually rolled out to every new iOS and Android install.

Set-up drop-off before
46%

Set-up drop-off before

Task success in testing
100%

Task success in testing

Monthly mobile users
100K+

Monthly mobile users

Materials

Guided Setup components
Fig 1Components
Guided Setup user testing
Fig 2User testing with 11 small-business owners
Guided Setup low-fidelity prototype
Fig 3Low-fidelity prototype
Guided Setup states and sizes
Fig 4States and sizes

Work with me

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