Sindi Referrals Onboarding Redesign by Awaru Vamshi SaiSindi Referrals Onboarding Redesign by Awaru Vamshi Sai

Sindi Referrals Onboarding Redesign

Awaru Vamshi Sai

Awaru Vamshi Sai

Verified

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
Like this project

Posted Jan 23, 2026

Redesigned onboarding flow to cut friction by 90%, boosting completion by 45%.

Likes

1

Views

8

Timeline

Dec 1, 2025 - Jan 23, 2026

Clients

Sindi