Sindi Referrals Onboarding Redesign
Awaru Vamshi Sai
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Posted Jan 23, 2026
Redesigned onboarding flow to cut friction by 90%, boosting completion by 45%.
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Timeline
Dec 1, 2025 - Jan 23, 2026
Clients
Sindi
Reduced Onboarding Friction by 90%
Onboarding Redesign
About
Sindi Referrals is a healthcare SaaS that helps clinics manage and track patient referrals in one place
What I did
Reduced onboarding friction by 90% and increased onboarding completion by 45% by compressing a long, fragmented setup into a fast “SSO → 1 setup screen → dashboard” flow
Problem
The marketing promise felt “fast + free,” but the actual flow was long : signup → verify email → login again → org → location → user → plan → dashboard. This caused drop-offs, especially for busy clinic staff
Flow (Before → After)
Before: long wizard + verification + extra steps
After: Get started → Setup your practice → (optional invite) → Dashboard
What I changed
Made SSO the primary path (“Continue with Google”) and removed the extra verification loop for SSO
Compressed setup into one meaningful screen: practice name + specialty + address (search/autofill) + admin/provider context
Removed early plan selection (no paywall before value)
Let teams invite providers later (don’t block first session)
Result
↓ 90% onboarding friction
↑ 45% onboarding completion
My Learnings
Speed builds trust
SSO must be instant
Ask only essentials first
Autofill reduces drop-offs