Simplifying onboarding for every new store

We turned a crowded home page into a guided setup, and it became the default for every new store.

New guided setup: essential steps in order, with clear progress

Overview

+10%

Upgrades vs. previous onboarding (Brazil)

+5%

CVR to new payments (Brazil)

+25%

CVR to new payments (Colombia)

100%

New merchants on the new onboarding

Relative uplift in A/B tests against the previous onboarding. New payments: trials that became paying merchants.

Context

Every option at the same level, for every merchant

The home page gave every option the same weight. In usability tests, merchants skipped setup steps, couldn’t tell whether their store was published, and some edited the default theme before choosing one. A first-time seller got the same flow as someone migrating a business.

New guided setup: essential steps in order, with clear progress

Approach

Fewer choices, in the right order

Option A: add guidance

Keep every option and add tips on top. Safe, but the noise stays.

Option B: simplify

Remove options merchants already used and show only what matters now.

Our call

Simplify. A new store needs one clear next step, not a full menu.

What we gave up

Quick access to options some merchants were used to finding on the home page.

Solution

One guide, different paths

A single setup checklist with a clear order and state. A short pre-onboarding question then let us adapt the steps to how each merchant sells.

Ordered steps

One task open at a time, in the order a store needs them.

Clear state

Merchants always see whether their store is published.

Profile-driven

A social seller gets chat and social setup; a point-of-sale seller gets POS.

Accepted risk

Fewer shortcuts for experienced sellers, in exchange for a clear path for new ones.

Increase traffic: recommended tasks
Increase traffic: recommended tasks
Improve conversion: recommended tasks

Timeline

Tested market by market

Nov 2024

BR · AR · CO · MX

New setup guide

A/B test against the previous onboarding.

Jan 2025

BR · AR · CO

Rolled out

Became the default for every new store.

May 2025

BR · AR · MX

Pre-onboarding

Steps adapt to sales status and channel.

Jun 2025

Post-setup

Promote

Guidance continues after setup, toward first traffic.

Promote: after setup, the home organizes next steps by goal

Results and learnings

Clearer setup, more paying merchants

In Brazil, upgrades rose about 10% and CVR to new payments about 5% against the previous onboarding. Colombia saw +25% to new payments and Argentina +4% upgrades. The new onboarding then became the default for every new store.

What improved

More upgrades and payments in three markets, with one flow for every new store.

What didn’t move

Argentina’s payment CVR stayed flat, and Mexico needed more time to show results.

What I’d do differently

Personalize by ICP from day zero, instead of one flow first and profiles later.

Relative uplifts from A/B tests against the previous onboarding, Nov 2024–Jan 2025.