Overview
Aktok helps businesses stay organized by putting their important tools like customer tracking, scheduling, and task management all in one place.
This was my first project as a UX designer on Aktok's design team. I took ownership of the visual direction & strategy, IA, and interaction flow. And with the help of the team, these contributions informed the first phase of theproduct's evolution.
The objective was to streamline onboarding through a clear, intuitive, and visually engaging experience that makes it easy for first time users to get started.
I changed the primary button colour to the brands second to to create a clear contrast on the page.
I created a friendly feel by using a wavy pattern which conveys flow and ease.
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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
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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.
Upcoming event
18th May 2021
$400,789.00
The current onboarding
Getting started on Aktok typically involves three steps: account creation, choosing a subscription plan, and workspace creation, in this particular order.
Compared to other platforms which get users started quickly, Aktok takes a slower and more thorough approach - which can feel a bit too long and discouraging for first-time users.
During my user study, I spoke with Mante, a virtual assistant of over 4 years who just recently joined Aktok for work. As she shared her first experience of the platform, she described it as rigid, too serious, and unnatural.
Aktok helps businesses stay organized by putting all their important tools like customer tracking, scheduling, and task management all in one place.
This was my first project as a UX Designer on Aktok's design team. I took ownership of the visual direction & strategy, IA, and interaction flow. And with the help of the team, these contributions informed the first phase of the product's evolution.
The objective was to streamline onboarding through a clear, intuitive, and visually engaging experience that makes it easy for first time users to get started.
Overview
The Current Onboarding interface
QUESTION 2
How might we make the experience feel less cold and more inviting.
QUESTION 1
How might we ease users in before introducing pricing?
Sign up
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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.
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What is your intent for using
our platform?
This information helps us tailor your experience to better suit your needs.
Stimulate visitor
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Automate customer
support processes
Build personalized
customer experiences
Answer to Q&A, FAQs,
and surveys
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sales
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Welcome to Aktok!
All-in-one automation platform: web-site assistants for lead generation, marketing, sales, and customer support.
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$20
Workspace
Plan: Advanced
Seat:
1
$16.7/month
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Core
Highlights
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8.3
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month
Total CA$25/month
Billed annually
Advanced
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CA$
16.7
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Total CA$50/month
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The current interface
Aktok is designed to make everyday business tasks easy, so to learn that a user felt this way about it was something worthy of looking into. But asides from the lengthy onboarding, and the mechanical feel, I identified other limitations:
LIMITATION 1:
UPFRONT MONETIZATION
Users are required to subscribe to a plan before getting started on the app. For a product in it’s early stage trying getting their foot out, this is a big ask! It’s a high level of commitment too early.
It’s like walking into a store and being asked to pay for an outfit before you see it or even tried it on. It assumes that people already trust and value your product before getting a chance to explore them. And that can turn potential users away.
Subscription before access
LAYOUT & INTERACTION FLOW
Alternative sign ups (like Google, Apple) were visually deprioritized and placed far down the screen increasing the possibility of users missing a faster and easier method to sign up.
Also, input fields required an extra click to activate, creating a small but unnecessary barrier. Slowering progress due to lack of immediate focus or input readiness.
LIMITATION 2:
PROGRESS INDICATION
There is no visual indication of progress. For an onboarding process that spans multiple steps, users need clear cues to understand where they are, how much they've completed, and what’s left.
So without any form of progress tracking, it's difficult for users to gauge how far along they are, which can make an already lengthy process feel even more overwhelming.
LIMITATION 3:
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Welcome to Aktok!
All-in-one automation platform: web-site assistants for lead generation, marketing, sales, and customer support.
Account creation
Account creation
Switching the layout up to prioritize the ‘alternative sign up’
Switching the layout up to prioritize the ‘alternative sign up’
Subscription before access
STEP 1
STEP 2
STEP 3
Question 3 of 6
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.
Continue
Skip
+22k
After highlighting these problem, I began to work on them in parallel. And these ‘how might we’ questions drove my exploration and experimentation.
Our Approach: the big question!
After brainstorming potential solutions, we made sure that these ideas weren’t just creative fixes but also made sense for the business.
To do this, I aligned the proposed solutions with the company’s core goals. This helped uncover overlaps where user needs and business objectives naturally met, making it easier to establish priorities, find compromises, and build a shared direction moving forward.
Aligning solution with business goals
Business goals
Quick sign up
More subscription
Ease of use
Suggestions
Friendly feel
Friendly feel
Freemium
Freemium
Free trial
Free trial
Step indicators
Step indicators
Layout align
Layout align
Interactive fields
Interactive fields
Remove sub
The Current Onboarding interface
SUBSCRIBE NOW!!!
$18seat/month
+22k
New employees & tasks
+22k
New employees & tasks
Upcoming event
18th May 2021
We began by restructuring the layout to improve content prioritization and overall organization. From there, we explored different ways to enhance the overall look and feel of the platform, aiming to make the experience both functional and engaging.
Design treatment
We refined the visual hierarchy so that essential actions stood out. Example of this was making the alternative sign up more prominent by bringing it to the top, to enable quicker onboarding.
Design treatment 1: restructuring the layout
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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.
Registration
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Or register with
Or register with
Enter your email
Enter password
Accept Terms and Conditions & Privacy Policy
register
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.
Switching the layout up to prioritize the ‘alternative sign up’
Switching the layout up to prioritize the ‘alternative sign up’
The product tour section consists of a transistor like object which looks robotic and gives it an unfriendly feel.
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
Registration
Already have an account? Log in
Or register with
Or register with
Enter your email
Enter password
Accept Terms and Conditions & Privacy Policy
register
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.
I replaced the transistor that gives it a robotic feel with simple widgets on the product’s tour section.
Welcome to Aktok!
All-in-one automation platform: web-site assistants for lead generation, marketing, sales, and customer support.
Registration
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Or register with
Or register with
Enter your email
Enter password
Accept Terms and Conditions & Privacy Policy
register
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.
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.
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 instantly with Google
OR
By creating account, you are agreeing to our Privacy Policy, and
Terms and Conditions.
NEXT
Email address
Enter email address
I created a friendly feel by using a wavy pattern which conveys flow and ease.
Design treatment 2: adding progress indicator
We introduced a progressive indicator at every step of the onboarding process, giving users a clear sense of direction and visibility into how far they’ve come and what’s left
Switching the layout up to prioritize the ‘alternative sign up’
Bring Your Team Together
Give your team a space to collaborate.
Your workspace is your command center, name
it anything you like.
AKTOK
CONTINUE
Workspace name
Workspace custom url
Create Your Worksapce
Check if your information is correct. If not then find a way to
put the main info.
AKTOK
https://aktok/
Add a workspace
Continue
Join
Enter the name of your workspace
Pending invitations for quinn.wilson@gmail.com
Altertone
Need help to find your workspace? Click here
Need help to find your workspace? Click here
14 members
$400,789.00
Create Your Worksapce
AKTOK
Design treatment 3: progressive monetization (freemium)
Impact
Remicash - Reducing the Number of Bounces when Funding Account.
Fintech, Startup
Bookmark - Making Literature accessible and enjoyable
Book App, Personal Project
Next CaseStudy
QUESTION 3
How might we organize content to facilitate clarity and speed.
QUESTION 4
How might we make progress more visible to guide users.
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
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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
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
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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
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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
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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…
To encourage adoption while ensuring long-term growth, I proposed a hybrid freemium model. Instead of charging users from the start, the platform would offer core features for free, enough to help individuals and small teams explore, build habits, and see recurring value.
Then, as users attempt more advanced actions (like inviting teammates, integrating external tools, or exporting data), they would unlock a time-limited premium trial of the full suite.
This approach lowers the entry barrier, gives users the space to experience “aha moments,” and naturally nudges them toward upgrading once they’ve seen the platform’s collaborative and business potential.
After several loops of feedback and weekly design critiques with the Project Manager and Founder, we refined the experience to better serve potential users.
Although the product was still in its earliest stage, these contributions shaped the foundation for its first phase of evolution. Each design decision from restructuring layouts to introducing progressive onboarding and a sustainable freemium model, was made with scalability in mind.
By learning and iterating on the go, we not only improved clarity and usability for early adopters but also positioned the product to grow with its users.
Thank you!
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
AKTOK
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
Account creation
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
Account creation
03.
Redesign summary summary in the.
Let’s get strarted.
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
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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
Getting started on Aktok typically involves three steps: account creation, choosing a subscription plan, and workspace creation, in this particular order.
Compared to other platforms which get users started quickly, Aktok takes a slower and more thorough approach - which can feel a bit too long and discouraging for first-time users.
During my user study, I spoke with Mante, a virtual assistant of over 4 years who just recently joined Aktok for work. As she shared her first experience of the platform, she described it as rigid, too serious, and unnatural.
The current onboarding
Aktok is designed to make everyday business tasks easy, so to learn that a user felt this way about it was something worthy of looking into. But asides from the lengthy onboarding, and the mechanical feel, I identified other limitations:
Users are required to subscribe to a plan before getting started on the app. For a product in it’s early stage trying getting their foot out, this is a big ask! It’s a high level of commitment too early.
It’s like walking into a store and being asked to pay for an outfit before you see it or even tried it on. It assumes that people already trust and value your product before getting a chance to explore them. And that can turn potential users away.
LIMITATION 1:
UPFRONT MONETIZATION
SUBSCRIBE NOW!!!
$18seat/month
Upcoming event
18th May 2021
Upcoming event
18th May 2021
+22k
New employees & tasks
+22k
New employees & tasks
Alternative sign ups (like Google and Apple)
were visually deprioritized and placed far down the screen, increasing the possibility of users missing a faster and easier method to sign up.
Also, input fields required an extra click to activate, cereating a small but unnecessary barrier .Slowering progress due to lack of immediate focus or input readiness.
LIMITATION 2:
LAYOUT & INTERACTION 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.
There's no visual indication of progress. For an onboarding process that spans multiple steps, users need clear to understand where they are, how much they've cpmpleted, and what's left.
So without any form of progress tracking, it's difficult for users to guage how far along they are, which can make an already legngthy process feel even more overwhelming.
LIMITATION 3:
PROGRSS INDICATION
Getting started on Aktok typically involves three steps: account creation, choosing a subscription plan, and workspace creation, in this particular order.
Our Approach: Turning
point
Our Approach: The big
question!