Seller Onboarding That Drives Immediate Action

Guided onboarding flow for marketplace sellers on CreatorSamples · Step vs Card UI to encourage immediate action

💡 Which layout drives sellers to take action without delay: Card or Step?

Context & Problem

New sellers must complete setup tasks (e.g., connecting a store or subscribing to a plan) before using the tool. The original onboarding UI lacked structure, guidance, and progress feedback, leaving sellers unclear on next steps. This slowed activation, delayed selling, and hurt GMV growth.

❌ Observed Issues

  • Sellers sign up but delay setup

  • Without setup, selling can’t start

  • UI lacked clarity and progress visibility

  • Tasks postponed, increasing drop-offs

Previous UI

→ This lacked clear sequencing and guidance, resulting in sellers delaying or abandoning setup tasks

Hypothesis & Goals

To improve task completion and reduce confusion, we defined a behavioral hypothesis and clear UX goals.

If we provide a clear structure and visible progress, sellers will be less likely to delay onboarding tasks and will start using the product sooner

Objectives

⚡ Immediate Action

Encourage sellers to complete setup tasks right after signup to prevent delays

⚡ Immediate Action

Encourage sellers to complete setup tasks right after signup to prevent delays

⚡ Immediate Action

Encourage sellers to complete setup tasks right after signup to prevent delays

🧠 Clear & Simple

Reduce confusion and decision fatigue during onboarding

🧠 Clear & Simple

Reduce confusion and decision fatigue during onboarding

🧠 Clear & Simple

Reduce confusion and decision fatigue during onboarding

⏱ Faster Initial Setup

 Shorten setup time so sellers can benefit from the product sooner

⏱ Faster Initial Setup

 Shorten setup time so sellers can benefit from the product sooner

⏱ Faster Initial Setup

 Shorten setup time so sellers can benefit from the product sooner

Card vs Step UI

To test our hypothesis, I designed two onboarding flows: Card UI and Step UI, each applying different behavioral UX strategies grounded in cognitive psychology to guide user behavior and reduce friction.

Summary: Behavioral UX Differences

User Control

Step UI 

Low (guided flow)

Card UI

High (free choice)

Cognitive Load

Step UI 

Low (revealed progressively)

Card UI

Low (all visible)

Behavior Trigger

Step UI 

Completion-driven

Card UI

Exploratory

UX Strategy

Step UI 

Guided flow + focused direction

Card UI

Autonomy + exploration

💡 Insight: Card UI suits experienced users, Step UI suits first-time users

Option A: Card-based UI

 Minimal Effort

 Minimal Effort

 Minimal Effort

All Tasks at Once

See full scope without extra clicks

Task Chunking

Task Chunking

Task Chunking

Card with CTA

Small, clear actions per step

Progress Visibility

Progress Visibility

Progress Visibility

Progress Bar

Tracks completion visually

Goal Proximity

Goal Proximity

Goal Proximity

Time Remaining

Shows how close the finish line is

User Autonomy

User Autonomy

User Autonomy

Flexible Order

Complete tasks in any sequence

Lock/Unlock

Lock/Unlock

Lock/Unlock

Locked Until Ready

Signals needed prerequisites

Nudge

Nudge

Nudge

Milestone Emojis

Encourages with positive cues

Visual Feedback

Visual Feedback

Visual Feedback

Checkmarks & States

Reinforces accomplishments

Pros & Cons (Card-based UI)

✅ Pros:

  • Full visibility lets users see all tasks at once

  • High autonomy allows completing tasks in any order

  • Quick access enables jumping directly to specific CTAs

❌ Cons:

  • No clear path means first-time users may not know where to start

  • Higher cognitive load can make too many cards feel overwhelming

  • Less guided flows increase the risk of skipping essential tasks

Option B: Step-based UI

Progressive Disclosure + Disable Logic

Progressive Disclosure + Disable Logic

Progressive Disclosure + Disable Logic

Guided Sequential Flow

Shows only the current step, users stay on track and complete in order

Progressive Disclosure

Progressive Disclosure

Progressive Disclosure

Focused CTA

Highlights only the most relevant action for the current step.

Goal Gradient Effect

Goal Gradient Effect

Goal Gradient Effect

Progress Indicator

Displays progress to motivate users as they approach completion

Default + Disable Logic

Default + Disable Logic

Default + Disable Logic

Locked Future Steps

Blocks access to future steps until current tasks are finished

Pros & Cons (Step-based UI)

✅ Pros:

  • Clear guidance through a sequential flow that shows the next step

  • Reduced cognitive load by showing only what’s relevant at each stage

  • Ensures completion by preventing skipped tasks

❌ Cons:

  • Lower autonomy forces users to follow a set sequence

  • Slower for experts since they cannot skip known tasks

  • Block risk occurs when getting stuck on one step delays the entire flow

Psychological Models

⚖️ Hick’s Law

Step UI 

Step UI 

Step UI 

Limits choices to prompt immediate start

Card UI

Card UI

Card UI

All options visible for quick action by experienced users

🔥 Fogg Behavior Model

Step UI 

Step UI 

Step UI 

Small wins build momentum to keep going

Card UI

Card UI

Card UI

Lets users pick easy wins to get started

🧠 Cognitive Load Theory

Step UI 

Step UI 

Step UI 

Breaks tasks into steps to lower start friction

Card UI

Card UI

Card UI

Spreads info visually for quick scanning

A/B Testing

To understand how different UI structures influence user perception and behavior, we conducted a rapid prototype test with internal team members, focusing on qualitative feedback.

👥 Participants

6 internal members

🧪 Methodology

Within-subjects (each tested both UIs)

🛠️ Prototype

Interactive mockups with simulated interactions

📝 Task

Complete onboarding steps in both UI prototypes

📊 Data Collected:

  • UI preference (Card vs. Step)

  • Ease of use & clarity

  • Friction points

User Evaluation Summary

Structure Clarity

Step UI 

Step UI 

Step UI 

4.8 / 5

Card UI

Card UI

Card UI

3.6 / 5

Perceived Progress

Step UI 

Step UI 

Step UI 

4.7 / 5

Card UI

Card UI

Card UI

3.9 / 5

Sense of Achievement

Step UI 

Step UI 

Step UI 

3.5 / 5

Card UI

Card UI

Card UI

4.6 / 5

Flexibility / Freedom

Step UI 

Step UI 

Step UI 

3.2 / 5

Card UI

Card UI

Card UI

4.7 / 5

Initial Motivation

Step UI 

Step UI 

Step UI 

4.3 / 5

Card UI

Card UI

Card UI

4.0 / 5

Decision Ease

(from Cognitive Load)

Step UI 

Step UI 

Step UI 

4.5 / 5

Card UI

Card UI

Card UI

3.5 / 5

UI preference by user type

👨‍🏫 Users who prefer clear structure

Step UI 

Step UI 

Step UI 

“Helps me start right away”

🧑‍🎨 Users who value freedom

Card UI

Card UI

Card UI

“Lets me choose, so I might start later”

Key Findings

Step UI 

Step UI 

Step UI 

Helped reduce hesitation and supported task completion.

Card UI

Card UI

Card UI

Provided flexibility but introduced uncertainty.

✨ Our Final Decision:

Step UI 

Step UI 

Step UI 

Based on A/B testing, Step UI was selected as the default onboarding flow for its clarity, reduced hesitation, and alignment with first-time user needs.

Why We Chose Step UI

  • Enabled faster task completion and fewer delays than Card UI

  • Reduced hesitation through clear sequencing and progress feedback

  • Better fit for new users requiring structured guidance

Final Outcome

The behavioral UX testing showed that a step UI aligned best with first-time sellers’ needs for structure and reduced cognitive load.

Step UI Launch Results

(Internal Pilot Feedback)

40

%

Faster Initial Setup

Onboarding started ~40% sooner on average vs. before launch (internal pilot test)

40

%

Faster Initial Setup

Onboarding started ~40% sooner on average vs. before launch (internal pilot test)

17

%

Faster Initial Setup

Onboarding started ~40% sooner on average vs. before launch (internal pilot test)

75

%

Higher User Confidence

Most users reported feeling ‘confident’ or ‘very confident’ after onboarding (internal pilot test)

75

%

Higher User Confidence

Most users reported feeling ‘confident’ or ‘very confident’ after onboarding (internal pilot test)

87

%

Higher User Confidence

Most users reported feeling ‘confident’ or ‘very confident’ after onboarding (internal pilot test)

100

%

Feature adoPreferred Guided Flowption

All users interviewed preferred the new step-based guided onboarding (internal pilot test)

100

%

Feature adoPreferred Guided Flowption

All users interviewed preferred the new step-based guided onboarding (internal pilot test)

74

%

Feature adoPreferred Guided Flowption

All users interviewed preferred the new step-based guided onboarding (internal pilot test)

© 2025 Hazel Son

© 2025 Hazel Son

© 2025 Hazel Son