Optimize layout and interaction flow
I prioritized alternative sign ups for easy access. Also, reduced unnecessary clicks and input friction (auto-focus fields, inline validation, autofill).
📍Design Treatment
After uncovering overlaps, established priorities, and found compromises, the next step was applying them.
→ Reduced onboarding friction, cutting completion time from ~3minutes to ~1.5 minutes during internal walkthroughs.
→ Strengthened early engagement by integrating quick wins and contextual cues.
→ Cut engineering build time by ~30% by leveraging existing components
📌 Design Impact
The current onboarding
Getting started on Aktok typically involves three steps. While many similar platforms prioritizes quick access, Aktok takes a more structured and thorough approach.
During a user study, Manté, a virtual assistant who recently joined Aktok for work described her first experience as rigid and unnatural. But aside that, I identified other limitations:
User observation
📍The Challenge
Streamlining Onboarding to Support User Adoption.
/Aktok Inc/
📍Overview
Aktok is an all-in-one workspace for small businesses, combining CRM, Scheduling, and Task management.
I led the UX strategy, Interaction logic, IA, and Visual direction.
The objective was to streamline onboarding into a Clearer, more Intuitive, and Engaging experience that helps first time users to get started quickly and confidently — {3weeks}
Welcome to Aktok!
All-in-one automation platform: web-site assistants for lead generation, marketing, sales, and customer support.
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Password
Enter password
Registration
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Apple
We respect your privacy. Aktok uses the information you provide to contact you about its relevant content, products, and services. You can unsubscribe from our messages at any time. For more information, see the Privacy Policy.
Accept Terms and Conditions & Privacy Policy
Account creation
01.
Create accound using google or manual.
Welcome to Aktok!
All-in-one automation platform: web-site assistants for lead generation, marketing, sales, and customer support.
Enter your email
Password
Enter password
Registration
Already have an account? Log in
register
Or register with
Apple
We respect your privacy. Aktok uses the information you provide to contact you about its relevant content, products, and services. You can unsubscribe from our messages at any time. For more information, see the Privacy Policy.
Accept Terms and Conditions & Privacy Policy
Subscription
02.
Choose a suitable plan for your team.
Welcome to Aktok!
All-in-one automation platform: web-site assistants for lead generation, marketing, sales, and customer support.
Enter your email
Password
Enter password
Registration
Already have an account? Log in
register
Or register with
Apple
We respect your privacy. Aktok uses the information you provide to contact you about its relevant content, products, and services. You can unsubscribe from our messages at any time. For more information, see the Privacy Policy.
Accept Terms and Conditions & Privacy Policy
Workspace creation
03.
Customize your workspace for you team.
Onboarding flow…
Onboarding flow.
📍The Challenge
Getting started on Aktok typically involved 3 steps: account creation, subscription and workspace set-up.
While similar platforms prioritize quick access, Aktok takes a more structured and thorough approach.
The nature of onboarding
During a user study, Manté, a virtual assistant who recently joined Aktok for work described her first experience as rigid and unnatural. But aside that, I indentified other limitations:
User observation
Upfront Monetization
Requiring users to subscribe exploring the app sets a high barrier to entry. It assumes trust before experience.
Subscription.
Poor layout & Interaction flow
Alternative sign ups (Google, Apple) were visually buried, and input fields needed extra clicks to activate, slowering users and adding friction.
Registration
Already have an account? Log in
Enter your email
Password
Enter password
Accept Terms and Conditions & Privacy Policy
register
Or register with
Apple
We respect your privacy. Aktok uses the information you provide to contact you about its relevant content, products, and services. You can unsubscribe from our messages at any time. For more information, see the Privacy Policy.
Welcome to Aktok!
All-in-one automation platform: web-site assistants for lead generation, marketing, sales, and customer support.
No Progress Cues
Without visual progress indicators, users couldn't tell how far along they were in onboarding, making the flow feel longer and heavier than it is.
Poor layout structure.
Step 3 of 6
Continue
Skip
+22k
Will you start using AKTOK with customers? If so when do you think would be the most perfect time for you
This could help you boost revenue by having all in one place.
Select a Plan
Monthly
10% OFF
Yearly
Basic
$10.2
For Individuals
For Teams
Users
Starting at 3 users
User/month
Premium
Premium
$10.2
For Teams
User/month
Task Management
Project Subspaces (25)
Collaboration tools
- 3 +
Progress indicators.
📍Contraints & Realities
The project had to fit into a 3-week cap, support Aktok's monetization goals, and also plug into the existing backend workflows and componetnts. No full redesigns, no rebuilds from ground up.
📍Solution Exploration
I began brainstorming multiple directions to tackle these challenges using the "How Might We" approach:
How might we organise content to facilitate clarity and speed?
How might we create a smoother, more natural experience from the first touch point.
I used this same open ended approach for the other challenges too. Getting everything out first before narrowing down.
Sign up
Already have an account? Login
Smart Tools, Simple Workflow
Therefore self discipline is the ability to do what what
you have to do, when you should do it, whether you
feel like it or not.
Sales Overview
$400M
$0
Jan 25
Feb 25
Mar 25
$800M
$1.2B
TARGET 2020
Sales $700M
48%
Goals $500M
Goals
Sales
Upcoming event
18th May 2021
$400,789.00
Sign up with Google
OR
By creating account, you are agreeing to our Privacy Policy, and
Terms and Conditions.
NEXT
Email address
Enter email address
The product & objective
Aktok is an all-in-one workspace for teams, combining CRM, Scheduling, and Task management, so they can stay organized.
The goal is to redesign the onboarding into a clear, intuitive, and engaging
experience that helps first-time users get started quickly and confidently.
I led the UX strategy, defining the Information architecture and Interaction logic, shaping the Visual direction and Product strategy for the onboarding experience — all within a 3week timeline
My role
📍Overview
Welcome to Aktok!
All-in-one automation platform: web-site assistants for lead generation, marketing, sales, and customer support.
Enter your email
Password
Enter password
Registration
Already have an account? Log in
register
Or register with
Apple
We respect your privacy. Aktok uses the information you provide to contact you about its relevant content, products, and services. You can unsubscribe from our messages at any time. For more information, see the Privacy Policy.
Accept Terms and Conditions & Privacy Policy
Account creation
01.
Redesign summary summary in the.
Welcome to Aktok!
All-in-one automation platform: web-site assistants for lead generation, marketing, sales, and customer support.
Enter your email
Password
Enter password
Registration
Already have an account? Log in
register
Or register with
Apple
We respect your privacy. Aktok uses the information you provide to contact you about its relevant content, products, and services. You can unsubscribe from our messages at any time. For more information, see the Privacy Policy.
Accept Terms and Conditions & Privacy Policy
Subscription
02.
Redesign summary summary in the.
Welcome to Aktok!
All-in-one automation platform: web-site assistants for lead generation, marketing, sales, and customer support.
Enter your email
Password
Enter password
Registration
Already have an account? Log in
register
Or register with
Apple
We respect your privacy. Aktok uses the information you provide to contact you about its relevant content, products, and services. You can unsubscribe from our messages at any time. For more information, see the Privacy Policy.
Accept Terms and Conditions & Privacy Policy
Workspace creation
03.
Redesign summary summary in the.
Onboarding flow…
Onboarding flow.
Registration
Already have an account? Log in
Enter your email
Password
Enter password
Accept Terms and Conditions & Privacy Policy
register
Or register with
Apple
We respect your privacy. Aktok uses the information you provide to contact you about its relevant content, products, and services. You can unsubscribe from our messages at any time. For more information, see the Privacy Policy.
Welcome to Aktok!
All-in-one automation platform: web-site assistants for lead generation, marketing, sales, and customer support.
Sign up Flow
Users primarily signed up manually, and input fields required extra clicks to activate, slowing progress.
Upfront Monetization
Requiring users to subscribe before exploring the app sets a high barrier to entry.
Select a Plan
Monthly
10% OFF
Yearly
Basic
$10.2
For Individuals
For Teams
Users
Starting at 3 users
User/month
Premium
Premium
$10.2
For Teams
User/month
Task Management
Project Subspaces (25)
Collaboration tools
- 3 +
Unclear Progress
It's difficult for users to tell how far along they were and how much is left, making the flow feel longer and heavier than it is.
Step 3 of 6
Continue
Skip
+22k
Will you start using AKTOK with customers? If so when do you think would be the most perfect time for you
This could help you boost revenue by having all in one place.
📍Constraints & Realities
The project had to fit within a 3-week cap, support Aktok’s monetization goals, and also plug into the existing backend workflows and components. No full redesigns, no rebuilds.
How might we organise content/layout to facilitate clarity and speed?
How might we create a smoother, more natural experience from the first touchpoint?
I used this same open-ended approach for the other challenges. Getting everything out first before narrowing down.
📍Solution Exploration
I began to brainstorm multiple directions to tackle these challenges using the "How Might We" approach:
Organize content to facilitate clarity and speed.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Make UX less cold & inviting
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
📍Aligning Solutions with Constraints
I aligned every solution with business goals, tech realities, and user needs, to uncover overlaps, establish priorities, find compromises, and build a shared direction.
To drive adoption and long-term growth, I suggested a hybrid freemium model: core features free to spark early “aha moments,” and advanced action would trigger a time-limited premium trial that nudges users into deeper value.
Trade offs
This lowers the entry barrier while strategically guiding users toward upgrading as they realized the platform’s full value.
Brain dump.
Premium
Task Management
Project Subspaces (25)
CRM
Collaboration tools
Free ad ons
Select Plan
$5/ month
Standard
For growing businesses
$5
Task Management
Project Subspaces (25)
CRM
Collaboration tools
Free ad ons
Select Plan
Users
Breaking entry barrier.
Payment wall
Activation
📍Design Treatment
After uncovering overlaps, established priorities, and found compromises, the next step was translating insights into actionable design solutions.
Major Improvements
Optimized layout & Interaction flow.
I prioritized alternative sign-ups (Google, Apple) for faster access. I also
reduced unnecessary clicks and input friction (auto-focus fields, inline validation, autofill)
Enhance Clarity & Guidance.
Added progress cues to show users where they are and what’s next. Also
used microcopy and visual hierarchy to make steps feel natural, human, and approachable.
Show instant quick wins {immediate Feedback for Actions}
For example, when a user creates a task or workspace, a subtle animation or confirmation message reinforces that their action “worked.”
These highlight a few of the improvements, part of a wider set of refinements made across the onboarding.
📍Edge Cases
Weak Password
Impact:
Security risk and potential failed signup attempts.
Treatment:
Provide password strength indicator and real-time guidance: Use at least 8 characters, including a {number} and {symbol}.
User chooses a password that does not meet security requirements.
Email Already Registered
User attempts signup on a weak or unstable network.
Slow or Intermittent Internet
User tries to sign up with an email that already exists in the system.
BEFORE
AFTER
Your Aktok account have been created successfully! Let's setup your workspace.↑
Feedback toast.
Password strength indicator
Progress indicators.
Hints or contextual cues.
Remicash - Reducing Bounce Rates when Funding Account.
Fintech, Startup
Balancing business priorities and user experience requires ongoing negotiation and careful trade-offs; early assumptions need constant testing against real constraints.
Working within constraints forced tough choices. At the same time, the boundaries helped me focus on what truly mattered and pushed me to find solutions that worked within reality rather than in theory.
Leveraging existing components and workflows saves time but also surfaces opportunities to refine clarity and reduce cognitive load without overhauling the system.
Not everything was visible at the start. User friction points and small pain areas only became clear during exploration. These discoveries taught me to remain flexible and iterative.
📍Key Takeaways & Learnings
Brainddump.
📍Aligning with Constraints
I aligned every solution with different constraints to uncover overlaps, establish priorities, find compromises, and build a shared direction.
Trade offs
To drive adoption and long term growth, I suggested a fremium model: allowing users experience core features, while advance actions triggers a premium subscription
This lowers the entry barrier while strategically guiding users towards upgrade as they realize the platform's full value.
Breaking entry barrier.
Smart Tools, Simple Workflow
Therefore self discipline is the ability to do what what
you have to do, when you should do it, whether you
feel like it or not.
AKTOK
Sales Overview
$400M
$0
Jan 25
Feb 25
Mar 25
$800M
$1.2B
TARGET 2020
Sales $700M
48%
Goals $500M
Goals
Sales
Upcoming event
18th May 2021
$400,789.00
Sign up
Already have an account? Login
Sign up with Google
OR
By creating account, you are agreeing to our Privacy Policy, and
Terms and Conditions.
Email address
Enter email address
NEXT
Streamlining Onboarding to
Support User Adoption.
/Atok Inc./
Organize content to facilitate clarity and speed.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Make UX less cold & inviting
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Add warm colours to give a good feel.
Premium
Task Management
Project Subspaces (25)
CRM
Collaboration tools
Free ad ons
Select Plan
$5/ month
Standard
For growing businesses
$5
Task Management
Project Subspaces (25)
CRM
Collaboration tools
Free ad ons
Select Plan
BEFORE
AFTER
Enhance Clarity & Guidance
Added progress cues to show users where they are and what's next. Also used visual hierarchy and microcoies to make steps feel natural, human, and approachable.
Progress indicators.
Hints & Contexual cues.
These highlights a few of the improvements, part of a wider set of refinements made across the onboarding.
📍Edge Cases
Weak Password
Email Already Registered
Slow or Intermittent Internet
These highlights a few of the improvements, part of a wider set of refinements made.
📌 Design Impact
Reduced onboarding friction, cutting completion time from ~3min to ~1.5 min during internal walkthroughs.
Strengthened early engagement by integrating quick wins and contextual cues.
Cut engineering build time by ~30% by leveraging exissting components.
LinkedIn →
Twitter →
Email →
📌 Key Takeaways
Balancing business priorities and user experience requires ongoing negotiation and careful trade offs. Early assumptions need constant testing against real constraints.
Working within constraints forced tough choices. At the same time, the boundaries helped me focus on what truly mattered and pushed me to find solutions that worked within reality rather than in theory.
Not everything was visible at the start. User friction points and small pain areas only became clear during exploration. These discoveries taught me to remain flexible and iterative.