A

strategic

design

approach

to

customer

onboarding

client
Teamleader
Teamleader main visual

A

strategic

design

approach

to

customer

onboarding

Teamleader main visual
client
Teamleader

Context

We worked with Teamleader through a growing partnership to stream-line their onboarding process, develop user-friendly patterns, and create a versatile brand identity with the goal of improving sales and bringing new products to the market.

The importance of an optimised onboarding flow

Teamleader offers a complete business solution - ‘customer management, project management, and invoicing in one handy tool’. With such a diverse set of features on offer, it’s important to keep potential customers well informed and tackle any confusion as soon as possible. With that in mind, Teamleader contacted us with a specific request – to optimise their onboarding.

Website redesign for improved user experience

We started by identifying pain points in their onboarding flow through data-driven research, which led to a discussion around their website. With the Teamleader site often serving as the first point of contact and source of information for interested parties, it plays a crucial role in the customer onboarding process.

teamleader.eu

You can now see what Teamleader does in a simple scroll. We also made a video to illustrate the lead-to-cash system in a comprehensive way.

Teamleader website

teamleader.eu

You can now see what Teamleader does in a simple scroll. We also made a video to illustrate the lead-to-cash system in a comprehensive way.

Armed with a clear plan of attack, we set to work rebuilding their platform from the ground up, starting with a fresh design. We opted for a component-based approach and built a coherent, user-friendly style-guide using Storybook. This also involved updating their brand identity for a more accurate representation of the organisation's values and identity.

Including Yadera in the ecosystem

While Teamleader’s core product is geared towards small and medium-sized businesses, they also offer a more comprehensive tool, Yadera, optimised for larger and highly advanced organisations. Bringing this product to market and defining the difference between the two required some strategic thinking around their value proposition.

To avoid any confusion, we created an appropriate sister-brand for Yadera with clear parallels to the Teamleader identity, and adapted the web platform to distinguish both products for potential customers. By using a flexible CMS and component based approach during initial development we were able to save time and money during this later expansion phase.

yadera.be

Like its brother teamleader.eu, Yadera.com features a clear structure that guides the website visitor to the right place.

Teamleader yadera

yadera.be

Like its brother teamleader.eu, Yadera.com features a clear structure that guides the website visitor to the right place.

Launching a new branding in style

With both Yadera and Teamleader ready for their big reveal, the final step was to spread the word. With this in mind we produced an animated explainer video along with a few other targeted marketing materials, helping Teamleader gain significant exposure for the launch of their new brand, products, and platform.

Don't take our word for it.
"They’re no yes men, an agency that thinks with you and challenges you to arrive at the best solution."

Dries Van den Brande

Head of growth, Teamleader

Looking for a superior customer experience?

next case

A banking experience across multiple touchpoints