/signup

name: signup
description: "When the user wants better signup, registration, and trial start flows, or asks which fields or steps to cut or whether to require a card: SSO and drop-off before an account exists. For what happens after signup, see onboarding. For lead forms that don't create an account, see cro."
metadata:
  version: 2.0.3

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

2. **Current State**

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

3. **Business Constraints**

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

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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)

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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)

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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)

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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

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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

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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

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Measurement

Key Metrics

• Form start rate (landed → started filling)
• Form completion rate (started → submitted)
• Field-level drop-off (which fields lose people)
• Time to complet