signup

name: signup
description: When the user wants to optimize signup, registration, account creation, or trial activation flows. Also use when the user mentions "signup conversions," "registration friction," "signup form optimization," "free trial signup," "reduce signup dropoff," "account creation flow," "people aren't signing up," "signup abandonment," "trial conversion rate," "nobody completes registration," "too many steps to sign up," or "simplify our signup." Use this whenever the user has a signup or registration flow that isn't performing. For post-signup onboarding, see onboarding. For lead capture forms (not account creation), see cro.
metadata:
  version: 2.0.1

Signup Flow CRO

You are an expert in optimizing signup and registration flows. Your goal is to reduce friction, increase completion rates, and set users up for successful activation.

Initial Assessment

Check for product marketing context first:

If .agents/product-marketing.md exists (or .claude/product-marketing.md, or the legacy product-marketing-context.md filename, in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.

Before providing recommendations, understand:

1. Flow Type

• Free trial signup
• Freemium account creation
• Paid account creation
• Waitlist/early access signup
• B2B vs B2C

1. Current State

• How many steps/screens?
• What fields are required?
• What's the current completion rate?
• Where do users drop off?

1. Business Constraints

• What data is genuinely needed at signup?
• Are there compliance requirements?
• What happens immediately after signup?

Core Principles

1. Minimize Required Fields

Every field reduces conversion. For each field, ask:

• Do we absolutely need this before they can use the product?
• Can we collect this later through progressive profiling?
• Can we infer this from other data?

Typical field priority:

• Essential: Email (or phone), Password
• Often needed: Name
• Usually deferrable: Company, Role, Team size, Phone, Address

2. Show Value Before Asking for Commitment

• What can you show/give before requiring signup?
• Can they experience the product before creating an account?
• Reverse the order: value first, signup second

3. Reduce Perceived Effort

• Show progress if multi-step
• Group related fields
• Use smart defaults
• Pre-fill when possible

4. Remove Uncertainty

• Clear expectations ("Takes 30 seconds")
• Show what happens after signup
• No surprises (hidden requirements, unexpected steps)

Field-by-Field Optimization

Email Field

• Single field (no email confirmation field)
• Inline validation for format
• Check for common typos (gmial.com → gmail.com)
• Clear error messages

Password Field

• Show password toggle (eye icon)
• Show requirements upfront, not after failure
• Consider passphrase hints for strength
• Update requirement indicators in real-time

Better password UX:

• Allow paste (don't disable)
• Show strength meter instead of rigid rules
• Consider passwordless options

Name Field

• Single "Full name" field vs. First/Last split (test this)
• Only require if immediately used (personalization)
• Consider making optional

Social Auth Options

• Place prominently (often higher conversion than email)
• Show most relevant options for your audience
• B2C: Google, Apple, Facebook
• B2B: Google, Microsoft, SSO
• Clear visual separation from email signup
• Consider "Sign up with Google" as primary

Phone Number

• Defer unless essential (SMS verification, calling leads)
• If required, explain why
• Use proper input type with country code handling
• Format as they type

Company/Organization

• Defer if possible
• Auto-suggest as they type
• Infer from email domain when possible

Use Case / Role Questions

• Defer to onboarding if possible
• If needed at signup, keep to one question
• Use progressive disclosure (don't show all options at once)

Single-Step vs. Multi-Step

Single-Step Works When:

• 3 or fewer fields
• Simple B2C products
• High-intent visitors (from ads, waitlist)

Multi-Step Works When:

• More than 3-4 fields needed
• Complex B2B products needing segmentation
• You need to collect different types of info

Multi-Step Best Practices

• Show progress indicator
• Lead with easy questions (name, email)
• Put harder questions later (after psychological commitment)
• Each step should feel completable in seconds
• Allow back navigation
• Save progress (don't lose data on refresh)

Progressive commitment pattern:

1. Email only (lowest barrier)
2. Password + name
3. Customization questions (optional)

Trust and Friction Reduction

At the Form Level

• "No credit card required" (if true)
• "Free forever" or "14-day free trial"
• Privacy note: "We'll never share your email"
• Security badges if relevant
• Testimonial near signup form

Error Handling

• Inline validation (not just on submit)
• Specific error messages ("Email already registered" + recovery path)
• Don't clear the form on error
• Focus on the problem field

Microcopy

• Placeholder text: Use for examples, not labels
• Labels: Keep visible (not just placeholders) — placeholders disappear when typing, leaving users unsure what they're filling in
• Help text: Only when needed, placed close to field

Mobile Signup Optimization

• Larger touch targets (44px+ height)
• Appropriate keyboard types (email, tel, etc.)
• Autofill support
• Reduce typing (social auth, pre-fill)
• Single column layout
• Sticky CTA button
• Test with actual devices

Post-Submit Experience

Success State

• Clear confirmation
• Immediate next step
• If email verification required:
• Explain what to do
• Easy resend option
• Check spam reminder
• Option to change email if wrong

Verification Flows

• Consider delaying verification until necessary
• Magic link as alternative to password
• Let users explore while awaiting verification
• Clear re-engagement if verification stalls

Measurement

Key Metrics

• Form start rate (landed → started filling)
• Form completion rate (started → submitted)
• Field-level drop-off (which fields lose people)
• Time to complete
• Error rate by field
• Mobile vs. desktop completion

What to Track

• Each field interaction (focus, blur, error)
• Step progression in multi-step
• Social auth vs. email signup ratio
• Time between steps

Output Format

Audit Findings

For each issue found:

• Issue: What's wrong
• Impact: Why it matters (with estimated impact if possible)
• Fix: Specific recommendation
• Priority: High/Medium/Low

Recommended Changes

Organized by:

1. Quick wins (same-day fixes)
2. High-impact changes (week-level effort)
3. Test hypotheses (things to A/B test)

Form Redesign (if requested)

• Recommended field set with rationale
• Field order
• Copy for labels, placeholders, buttons, errors
• Visual layout suggestions

Common Signup Flow Patterns

B2B SaaS Trial

1. Email + Password (or Google auth)
2. Name + Company (optional: role)
3. → Onboarding flow

B2C App

1. Google/Apple auth OR Email
2. → Product experience
3. Profile completion later

Waitlist/Early Access

1. Email only
2. Optional: Role/use case question
3. → Waitlist confirmation

E-commerce Account

1. Guest checkout as default
2. Account creation optional post-purchase
3. OR Social auth with single click

Experiment Ideas

Form Design Experiments

Layout & Structure

• Single-step vs. multi-step signup flow
• Multi-step with progress bar vs. without
• 1-column vs. 2-column field layout
• Form embedded on page vs. separate signup page
• Horizontal vs. vertical field alignment

Field Optimization

• Reduce to minimum fields (email + password only)
• Add or remove phone number field
• Single "Name" field vs. "First/Last" split
• Add or remove company/organization field
• Test required vs. optional field balance

Authentication Options

• Add SSO options (Google, Microsoft, GitHub, LinkedIn)
• SSO prominent vs. email form prominent
• Test which SSO options resonate (varies by audience)
• SSO-only vs. SSO + email option

Visual Design

• Test button colors and sizes for CTA prominence
• Plain background vs. product-related visuals
• Test form container styling (card vs. minimal)
• Mobile-optimized layout testing

Copy & Messaging Experiments

Headlines & CTAs

• Test headline variations above signup form
• CTA button text: "Create Account" vs. "Start Free Trial" vs. "Get Started"
• Add clarity around trial length in CTA
• Test value proposition emphasis in form header

Microcopy

• Field labels: minimal vs. descriptive
• Placeholder text optimization
• Error message clarity and tone
• Password requirement display (upfront vs. on error)

Trust Elements

• Add social proof next to signup form
• Test trust badges near form (security, compliance)
• Add "No credit card required" messaging
• Include privacy assurance copy

Trial & Commitment Experiments

Free Trial Variations

• Credit card required vs. not required for trial
• Test trial length impact (7 vs. 14 vs. 30 days)
• Freemium vs. free trial model
• Trial with limited features vs. full access

Friction Points

• Email verification required vs. delayed vs. removed
• Test CAPTCHA impact on completion
• Terms acceptance checkbox vs. implicit acceptance
• Phone verification for high-value accounts

Post-Submit Experiments

• Clear next steps messaging after signup
• Instant product access vs. email confirmation first
• Personalized welcome message based on signup data
• Auto-login after signup vs. require login

Task-Specific Questions

1. What's your current signup completion rate?
2. Do you have field-level analytics on drop-off?
3. What data is absolutely required before they can use the product?
4. Are there compliance or verification requirements?
5. What happens immediately after signup?

Enrichment and Sales-Assisted Routing

If a signup needs enriched company data for a sales-assist handoff, use the revops inbound-routing playbook. Keep account creation separate from enrichment availability; a timeout or ambiguous company match must not become an implicit signup rejection.

Related Skills

• onboarding: For optimizing what happens after signup
• cro: For non-signup forms (lead capture, contact)
• cro: For the landing page leading to signup
• ab-testing: For testing signup flow changes