experimenting with intakes

a growth & aquisition case study

New users exploring Candid’s educational offerings often struggled to understand which courses were most relevant to their goals. The existing discovery experience relied on self-directed browsing, which created friction and drop-off during early exploration.

This presented an opportunity to improve activation by helping users quickly find content that matched their needs.

Users needed guidance to identify the right courses without overwhelming them with choices. The challenge was to reduce cognitive load while maintaining clarity and trust, all within an existing marketing and platform ecosystem.

If we guided users through a short, goal-oriented quiz during exploration, they would:

  • Feel more confident in their selections
  • Reach relevant content faster
  • Be more likely to register for a course

I led the end-to-end design of a lightweight, quiz-based onboarding flow, partnering with marketing and engineering to ensure feasibility and accurate measurement.

My focus areas included:

  • Designing clear, progressive question flows
  • Creating multi-selection logic that adapted to user input
  • Writing UX copy that felt supportive rather than promotional
  • Ensuring the experience aligned with brand trust and accessibility standards

A guided quiz experience that asked users a small number of targeted questions and surfaced personalized course recommendations based on responses.

The design emphasized:

  • Progressive disclosure to reduce cognitive load
  • Clear visual hierarchy for scannability
  • Flexible logic to support multiple user goals
  • Seamless transition from quiz to registration

The experiment demonstrated a 25% increase in course registrations compared to the previous discovery flow.

Additional outcomes included:

  • Faster path to relevant content
  • Higher confidence during selection
  • Clear validation of guided onboarding as an effective activation pattern
  • Guided experiences can significantly improve early-stage activation when users face complex choices.
  • Small, focused experiments can deliver meaningful impact without large platform changes.
  • Clear UX copy and adaptive logic are critical for maintaining trust in personalized flows.

Applying similar guided patterns to other high-friction entry points across the platform

A/B testing question order and depth to optimize completion rates

Personalizing recommendations further based on user role or organization type