Cereba is an AI platform that automates customer interactions, scheduling, and personalized communication. Integrated with GoHighLevel, its C.O.R.E.™ system streamlines operations, allowing teams to focus on sales and customer relationships.

Cereba Ai

Let’s understand who Cereba is first

Users signed up but never reached activation. Confusing steps and unclear guidance stalled progress, causing drop-offs before they experienced Cereba AI’s value.

The Problem: Users were dropping off—fast

Roles and Responsibilities

Identified & Solved Drop-Off Issues – Mapped friction points and streamlined user flows.
Redesigned Onboarding for Engagement – Simplified complex steps to reduce churn.
Prototyped & Iterated UX Solutions – Validated improvements through user testing.
Led A/B Testing & Experimentation – Data-driven optimizations to improve conversion.
Built & Deployed in Bubble.io – Designed and implemented scalable UI.
Cross-Functional Leadership – Aligned product, engineering, and marketing teams.

Deliverables

40% Increase in Onboarding Conversion – Reduced friction, improved activation.
User Journey Overhaul – Simplified setup, boosting engagement.
Prototypes & UX Refinements – Iterated based on data and user testing.
Live, Scalable Product – Fully designed and developed in Bubble.io.

Result: Increased trial-to-paid conversions, retention, and revenue growth.

Digging into the Problem

Phase 1

Where and why are users dropping off?

How we transformed Cereba’s onboarding experience

The product was powerful. The AI was game-changing. But users weren’t sticking around long enough to see it in action.

We mapped the entire user journey, from signup to setup, tracking every click, hesitation, and drop-off.

Every great experience starts with a question. For us, it was: Why were more than 76% of users abandoning onboarding before experiencing Cereba AI’s value?

Fixing onboarding meant prioritizing high-impact, low-friction updates. We documented every potential fix to ensure strategic improvements.

Two key questions:

Will this directly improve conversion and engagement?
How quickly can we implement it?

We hit quick wins first—pre-filled defaults and progress indicators made an instant impact. Bigger lifts, like revamping Classic onboarding and refining setup, took more effort but delivered lasting results. Prioritizing high-value, low-friction updates kept users engaged and moving forward.

Crafting the Solution

Phase 2

How do we turn friction into engagement?

Building a Better Onboarding Experience

Before jumping into solutions, we took a step back. What makes an onboarding experience effective?

We analyzed top SaaS platforms, identifying key engagement drivers. The best experiences didn’t just introduce features—they guided users seamlessly, reducing friction and ensuring they reached value fast.

The strongest experiences had:

A clear sense of direction—Users always knew what to do next.
Personalized guidance—Different users had different needs, and the best platforms adapted.
A frictionless first experience—The quicker users reached the “aha” moment, the better.

Less friction, more guidance

With strong concepts in place, we sketched, iterated, and tested early feedback.

The best ideas took shape as:

Progressive onboarding—Introducing features step by step.
Interactive walkthroughs—Smart tooltips guiding users at key moments.
Simplified sign-up—Less form complexity, less decision fatigue.

The plan was set in motion and it was time to prototype.

We didn’t just brainstorm—we challenged assumptions to design the most intuitive experience.

What If…?

Some of our assumptions:

What if users could choose their onboarding path—quick start vs. guided walkthrough?
How could AI assist users proactively instead of waiting for them to struggle?
Could we simplify setup without sacrificing power?

By the end of this phase, we had a clear, user-driven onboarding vision.

Bring it to Life

Phase 3

Testing, refining, and proving what works.

Does the New Onboarding Work?

It was time to test them in the real world. We built interactive experiences in Bubble.io and A/B tested our onboarding flows to see which approach drove the most engagement and conversions.

Each onboarding path was tailored to different user needs:

Express – A quick-start option for users eager to dive in.
Standard – A guided, step-by-step walkthrough.
Done For You – A premium service with a 1-on-1 onboarding call for hands-off setup.

By tracking real user behavior, we fine-tuned the flow to eliminate bottlenecks and refine our strategy based on how users actually engaged.

Continuously Measuring the Impact

Our goal was simple: Make onboarding seamless and increase conversions.

We focused on two key metrics:

Increase purchase conversions
Improve onboarding completion rates

Here’s what happened:

✔ Introducing a paywall boosted purchase conversions by 60%.

✔ Over 90% of users successfully completed onboarding.

✔ Refining the Done For You path led to a ~80% user conversion after their complementary setup call.

This confirmed that structured, personalized onboarding directly impacted user engagement, retention, and revenue.

Not everything worked perfectly the first time. Through two rounds of iteration, we uncovered key takeaways:

What we learned from testing & iteration

Iteration 1 Findings:

Done For You adoption stalled at 15%—users didn’t see the value.
Express Flow was too fast, leaving users uncertain about what they were getting.
Missed premium upsell opportunities in the Express Flow.
Paywall lacked perceived value, leading to hesitation.

Paywall Iteration 1

Iteration 2 Improvements:

✔ Refined Done For You messaging → 30% ROI increase.
✔ Added a 2-week free trial (with credit card capture) → Conversions jumped 40%.

These adjustments transformed onboarding into a high-performing conversion engine, ensuring users reached their "aha" moment faster and with less friction.

Paywall Iteration 2