Later

An onboarding framework for a product outgrowing its first use case

Onboarding

Later onboarding guidance alongside the post scheduling interface

Overview

Later had grown beyond scheduling, but its onboarding still revolved around publishing a first post. People arriving for features such as Linkin.bio faced a journey built around a different goal.

As the sole UX designer on the newly formed Growth team, I created the 3-Dimensional Onboarding Framework and redesigned the end-to-end experience. The challenge was to make first use easier while preserving stakeholder questions and each social network’s publishing requirements.

Role
Sole UX Designer · Growth team

Outcomes at a glance

25 → 4
From up to 25 screens to four required steps
+20%
New users opening Post Builder within seven days
+18%
Free-to-paid conversions

Results reported in the original portfolio. Measurement windows and whether the percentage increases are relative or percentage-point changes were not specified. Opening Post Builder is distinct from scheduling a post.

Later had outgrown a single path

Before the redesign, only 15% of new users scheduled a post within seven days. Reaching that moment required connecting social profiles, uploading media, choosing a publishing method, and scheduling a post. A questionnaire added requirements from multiple internal teams. A user could encounter up to 25 screens.

The problem extended beyond the length of the journey. As Later became a broader social media management platform, scheduling was no longer every new user’s reason for signing up. Shortening the same sequence would still leave that mismatch unresolved.

I audited the possible onboarding paths to make blockers, drop-offs, and performance benchmarks visible. I gathered stakeholder requirements and facilitated shaping workshops so the team could work from a shared understanding of the whole journey. My scope included end-to-end flow design, research prototypes, helping plan development phases, and implementation refinements with design and engineering partners.

Explore the original journey audit
Later onboarding journey map with paths and dependencies
The journey audit made the paths and dependencies visible before we redesigned individual screens. Open the board to inspect it at full size.

The 3-Dimensional Onboarding Framework

I developed the framework as a common model for the redesign and future onboarding work. It asked how onboarding could evolve alongside Later’s features and the different reasons people came to use them.

The framework at a glance

From one required path to multiple ways to find value.

01 · Linear

One destination

Connect a profilePrepare contentSchedule a first post

A shared sequence centered on publishing.

02 · Nonlinear

Different starting points

ExploreSet upTry an action

Support progress from where someone is, without assuming the same preparation.

03 · Across features

Different goals

SchedulingLinkin.bioInfluencer campaigns

Extend the model to each feature’s moments of value.

Editorial summary of my original presentation. The scheduling redesign applied the model; expansion across features was the proposed direction.

1 · A linear path to a first post

The first dimension describes a sequence centered on scheduling a first post. It gives the journey a clear destination, but leaves little flexibility for people with different starting points or goals.

2 · Multiple starting points and moments of value

The second dimension opens that sequence into a nonlinear experience. People can have different entry points and reach useful moments through different actions. The design question becomes how to help someone progress from where they are, rather than assume everyone needs the same preparation.

3 · Extend the model across features

The third dimension applies that flexible approach across the product. In my presentation, I used Linkin.bio and influencer campaigns as examples of features that could have their own onboarding paths and moments of value.

This was the framework’s broader ambition: give the team a model for onboarding a growing product. The redesign below shows the concrete scheduling experience we worked on; extending the model across other features was the proposed direction.

My original framework presentation · 1:34. Watch on YouTube ↗

Translate the model into a system of flows

We mapped separate UX flows before moving into interface design. I redesigned the end-to-end journey, helped plan the development phases, and built prototypes for user research. Early mockups also helped identify where existing components could support the experience consistently.

The flow board compares Instagram, Facebook, Twitter, Pinterest, LinkedIn, and TikTok. Instagram and TikTok introduce longer setup branches; combined-profile paths add another layer. A shorter journey still had to preserve those differences.

What changed in the experience: the questionnaire moved to sign-up, a test image made scheduling possible before users prepared content, and platform-specific publishing requirements remained part of the flow. The screens below show those changes.

Explore the original cross-network flow board
Onboarding working board comparing Instagram, Facebook, Twitter, Pinterest, LinkedIn, and TikTok flows
The original flow board compares journeys across social networks and combinations of profiles. A shorter experience still needed to account for these different paths.

Make the first useful action easier

Bring the questionnaire together

Previously, the profile questionnaire appeared after connecting a social account and spread questions over multiple steps. The tradeoff was to reduce interruption without removing the information-gathering step. We moved it to sign-up and presented the questions together, changing its timing and presentation while retaining that step.

Later’s revised onboarding questionnaire with questions presented together
The revised questionnaire collects the questions in one place at sign-up.

Let people try scheduling before preparing content

The earlier flow required users to upload media to continue, even if they were not ready to publish. A test image gave them a way to try scheduling without first gathering their own content.

Team usability research in January 2022 found different levels of readiness. A practice post helped some participants explore the interface with less risk; others were ready to schedule real content immediately. The study recommended keeping practice optional.

The design below offers both uploading media and trying a test image. It gives someone a way to explore before preparing content, while preserving a direct path for someone ready to make a real post. That is the flexibility the framework called for at the level of a specific interaction.

Later scheduling experience with a test image available to new users
A test image removes the need to prepare personal media before trying the scheduling experience.

Preserve the real publishing constraints

Instagram’s publishing flow introduced extra requirements that were significant blockers at the time. We were also designing around TikTok’s integration, which had similar complications. Other networks offered more straightforward publishing paths.

Those differences had to remain understandable within the simpler experience. I worked through the detailed flows and collaborated with design and engineering partners on implementation and refinements.

Explore the publishing setup board
Detailed Instagram and TikTok publishing setup flows and completion states
The publishing board maps setup options and completion states for Instagram and TikTok. These platform-specific branches were part of the onboarding design, not exceptions outside it.

A shorter journey, a broader model

Required onboarding screens fell from up to 25 to four. The original portfolio reported a 20% increase in new users opening Post Builder within seven days and 18% growth in free-to-paid conversions. I collaborated with the product owner on success measurement.

The interface changes reduced the effort needed to begin. The framework addressed the longer-term question: how should onboarding adapt as Later serves more goals? Together, they connect an immediate growth problem with a model for future product development.

Next project · Microsoft · Viva EngageAdvanced ModerationView project