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