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.

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%
- Task success in testing
- 100%
- Monthly mobile users
- 100K+
Materials




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