Gusto's Onboarding Checklist Walkthrough

July 18, 2017
User onboarding

Gusto is a leading HR tool that has been reached a $1 billion valuation. Their onboarding experience for customers (HR professionals) is process-heavy but likely effective in getting people to complete core actions. 

One of the first things that a customer sees is an 8-step checklist.

Why this is really good UX:

  • While this approach can feel heavy-handed for other products, it makes sense for something that is as process-heavy as HR management. 
  • The app uses a very straightforward list that first-time users need to complete during their initial visit. Getting potential customers to complete these steps during a free trial of the product increases the chances they stick with Gusto long-term.
  • Gusto does a great job of showing the value of each step through copy.