A fast, frugal education initiative that met user needs and laid the foundation for scalable product onboarding.

Context

In Fall 2023, user testing at Mylio revealed a key friction point: new users often felt overwhelmed after sign-up and weren’t reaching early product success milestones. Our existing help docs were too deep, and our onboarding messages assumed more technical fluency than many users had.

We needed to provide a focused, easy-to-digest orientation to help users succeed quickly—without increasing live support or requiring new engineering resources.

My Role

As Head of Marketing & Operations, I led the initiative to conceptualize, produce, and launch a self-serve onboarding education series within weeks, using internal resources and scalable tools.

Action

• Created the content strategy for a short-form training series aligned to product milestones
• Wrote the full script and produced the recordings in-house using Loom and Canva
• Built landing pages, email workflows, and SMS reminders using HubSpot and Intercom
• Launched the training to new users through lifecycle workflows and triggered messages
• Gathered feedback via click-through data, support interactions, and survey results to improve future iterations

Results

• Successfully launched on time with zero engineering dependency
• Became the most-used onboarding asset for new users within 30 days
• Increased early engagement touchpoints and reduced support volume on common questions
• Provided a flexible, repurposable content format for future education initiatives

What this Showcases