Discover the 4 Experience Phases in Gamification & Why They Matter

Adam Steele

Aug 17, 2023

The concept of gamification has surged in popularity across industries, transforming the way businesses operate and engage with their users. Imagine going to your favorite coffee shop, and with every purchase, you earn points that can be redeemed for a free drink. This point-based system encourages you to return and purchase more. The same concept is applied in more complex scenarios such as in the field of sales, education, and even health. Gamification is not merely a buzzword; it's a strategic approach to drive engagement, motivation, and performance.

Now, why does gamification resonate so profoundly in the sales sector? Sales, by its nature, thrives on competition, targets, and milestones. Introducing gamified elements into sales processes can elevate this inherent competitiveness, transforming mundane tasks into exciting challenges. A leaderboard showcasing top-performing sales representatives, for instance, could ignite a healthy competitive spirit among the team, pushing everyone to outperform themselves. Beyond just competition, it offers recognition, continuous learning, and motivation - crucial elements in ensuring consistent sales performance.

At the heart of gamification's success lies a structured approach, often segmented into distinct experience phases which is the main topic of this article. We will explore the question: what are the 4 experience phases in gamification? The 4 experience phases are: Discovery, Onboarding, Scaffolding, and Mastery. Just as a marathon runner doesn't sprint from the starting line but paces themselves through different stages of the race, gamification guides users through tailored stages, ensuring sustained interest and growth. Let's start with an overview of each stage.

What are the 4 Experience Phases in Gamification? An Overview

These are the four core experience phases in gamification:

1. Discovery Phase

This is where it all begins - the initial interaction and exposure. Users, or in our context, salespeople, are introduced to the gamified environment. They experience a sense of curiosity, mirroring the rookie year of many sports professionals. At this stage, everything feels new, intriguing, and holds the promise of potential.

2. Onboarding Phase

Once the initial intrigue of the discovery phase subsides, the onboarding phase takes the baton. Here, users get familiar with the rules of the game, the tools at their disposal, and the objectives they need to achieve. It's akin to a soccer player understanding the importance of each position, the dynamics of their team, and the strategies they'll employ in different match situations.

3. Scaffolding Phase

Armed with knowledge and initial experience, users enter the scaffolding phase, where they begin to apply what they've learned. They face challenges, enjoy successes, and seek out further knowledge to improve their skills. Drawing a parallel with sports, this phase is reminiscent of a golfer practicing different shots, understanding the nuances of each club, and experimenting with strategies for various courses and weather conditions.

4. Mastery Phase

The final phase is all about mastery. Sometimes called the Endgame Phase, users have now spent considerable time in the gamified environment, honed their skills, faced numerous challenges, and are now at a point where they exhibit expertise. They operate at an elevated level, much like a seasoned baseball player who can read the pitcher's throw before it's made and positions themselves perfectly for the catch or hit.

The delineation of these phases is not just academic. Recognizing and understanding these phases is pivotal in designing a gamified strategy that's both effective and engaging. Think of it this way: if you were training for the Olympics, would you start by running the final race? Or would you begin with understanding your strengths and weaknesses, training systematically, and progressively upping the ante until you're ready for the final showdown?

Take Apple, for instance. They don't just launch a product; they take their users on a journey. Starting with a teaser (Discovery), moving on to product launch events (Onboarding), followed by tutorials and workshops (Scaffolding), and finally having dedicated users who explore the depth and breadth of the product, often knowing more intricate details than the average store employee (Mastery).

By understanding these phases in gamification, we're better equipped to design strategies that cater to the needs of the user at every stage, ensuring that engagement doesn't wane and objectives are consistently met. This understanding is particularly crucial in sales, where motivation, competition, and performance are intertwined. And just like in sports, where each phase of an athlete's journey is critical to their overall success, each phase in gamification plays a pivotal role in the holistic experience of the user.

Having outlined the essence and significance of these phases, let's dive deeper into the first one, drawing parallels with the sports world. 

The Discovery Phase: Learning from the Rookie Year of NBA Players

In any endeavor, be it sports or business, the initial phase of discovery sets the tone for what follows. Just as a seedling needs proper nurturing in its early stages, both salespeople entering a gamified environment and rookie NBA players starting their professional journey require a specific kind of attention.

Setting the Scene: The Intrigue of the Unknown

The discovery phase in gamification is characterized by raw energy, intense curiosity, and an overwhelming desire to explore. Similarly, think back to the 2018 NBA season when Luka Dončić made his debut. He entered the court with wide-eyed wonder, comparable to a salesperson just introduced to a gamified system. Luka, coming from the European league, brought with him a certain flair, but like our salesperson, there was so much he hadn't seen or experienced. The court was his playground, waiting to be explored, every game a lesson, every move an experiment.

Challenges: The Inevitable Hurdles and How They Shape Us

However, discovery isn't all about the rosy glow of new experiences. Luka, despite his prodigious talent, faced his set of challenges in the NBA. From understanding the play style of his teammates to adjusting to the physicality of the league, his rookie year was a crucible of learning. Similarly, a salesperson, when introduced to a gamified system, will face their share of challenges. They might grapple with understanding the platform, the rules, or even the very concept of gamification. But as Luka's gameplay matured with every challenge he overcame, so does a salesperson's approach to the gamified process.

The Role of Guidance: Channeling Raw Energy

The impact of a guiding hand, be it in the form of a seasoned coach or an intuitive onboarding process, cannot be understated. Rick Carlisle, the Dallas Mavericks' coach, played a pivotal role in harnessing Luka's raw talent and steering it in the right direction. His guidance ensured that Luka's energy, curiosity, and skills were channeled productively, molding him into the NBA sensation he is today.

For our salespeople, guidance comes in the form of well-structured onboarding processes, mentors, and feedback mechanisms within the gamified system. Just as Luka wouldn't have thrived without Carlisle's strategies and insights, a salesperson might flounder in a gamified environment without the right guidance. The synergy between an enthusiastic novice and an experienced guide can work wonders. In basketball, it turns rookies into legends. In sales, it transforms novices into top performers.

To truly capitalize on the discovery phase's potential, we must embrace the energy, satiate the curiosity, overcome the challenges, and most importantly, provide the right guidance. Whether you're a rookie stepping onto the NBA court or a salesperson navigating a newly gamified process, the journey's trajectory is heavily influenced by those initial steps of discovery.

Now, imagine transitioning from those initial moments of discovery to a structured learning process. Much like how a budding tennis player goes through rigorous training regimes before setting foot on the Wimbledon grass, our salesperson, too, will need a structured onboarding into the intricacies of gamification. The court changes, but the principles remain eerily similar.

Onboarding: Drawing Insights from Tennis Training Regimes

Onboarding is a crucial bridge between the initial excitement of discovery and the consistent effort required for mastery. In the landscape of gamification, as salespeople transition from understanding the concept to embedding themselves within it, this process mirrors the intensive preparation of tennis professionals.

Understanding Onboarding in Gamification

At the heart of gamification lies a structured onboarding process. As users or salespeople embark on this journey, they are introduced to the rules, rewards, and mechanics of the game. This is the phase where they decode the what, why, and how of their actions. Much like a tennis player dissecting the mechanics of their serve or backhand, salespeople dissect their tasks, objectives, and metrics of success. They’re familiarizing themselves with the court, so to speak, before diving into the game.

The Tennis Parallel: From Training to Turf

Consider the journey of tennis legend, Rafael Nadal. Known for his dominance on clay courts, Nadal's onboarding to professional tennis was far from a walk in the park. Before he could master the whirlwind spins and unparalleled footwork, he had to understand the basics. Just as salespeople grapple with understanding point systems or leaderboards in gamification, young Nadal wrestled with perfecting his grip, stance, and swing.

Hours, days, and years were spent honing these foundational skills. Behind every grand slam title was a regime of rigorous training, evaluation, and feedback. Nadal's coach and uncle, Toni Nadal, was instrumental in this process, providing guidance and structure. He set up drills, dissected every move, and highlighted areas for improvement. Similarly, in gamification, mentorship and regular feedback play a pivotal role in ensuring that users understand and adapt to the system optimally.

Structured Onboarding: The Catalyst for Success

A well-defined onboarding process can be the difference between success and mediocrity. Tennis players, through structured training regimes, internalize techniques, strategies, and mental toughness required for professional matches. The repetitive drills, constant feedback, and incremental challenges ensure that by the time they step onto the court, their reactions are almost instinctual.

Similarly, in a gamified sales environment, a well-orchestrated onboarding process equips salespeople with the knowledge and skills they need. They're no longer just playing; they're strategizing. They understand the nuances, the best strategies, and can even anticipate outcomes. This level of proficiency is only possible when the foundation is robust, and the learning curve is well-supported.

Both realms underscore the same truth: mastery is an outcome of rigorous, structured, and informed beginnings. When onboarding is done right, it sets individuals on a path where success is not just a possibility but an expectation.

But what comes after the onboarding? Once the rules are known, the processes understood, and the initial challenges tackled, what's the next step? Just as a boxer like Muhammad Ali moved from understanding the basics of boxing to dominating the ring and creating moments of magic, users in gamified systems transition from mere understanding to mastery. This journey of evolution, filled with sweat, strategy, and consistent effort, is what we will explore next.

Scaffolding and Mastery: The Evolution of a Boxer's Journey

Introducing Scaffolding: The Support Pillar of Mastery

Just as a scaffold provides support to a building under construction, scaffolding in the context of gamification offers the necessary structure and support to users, enabling them to play effectively and evolve towards mastery. This system provides guidance, creates pathways, and aids in bridging the gap between novice status and expert.

Muhammad Ali: From Scaffolding to Stardom

When we talk about the pinnacle of boxing, it's hard to look past the iconic Muhammad Ali. His journey wasn’t just about swift jabs and rhythmic footwork; it was a masterclass in the transition from scaffolding to mastery.

Ali's early years in boxing were marked by rigorous training sessions under the watchful eyes of his coaches. As a young Cassius Clay, before he adopted the name Muhammad Ali, he was introduced to the sport's basics: the stance, the guard, the punch combinations. This phase was his scaffolding, where he was given the tools, techniques, and feedback essential to grow as a boxer.

But scaffolding is not just about learning the ropes; it's about internalizing them. As Ali progressed, his understanding deepened. Every match, every sparring session, every knock he took, and every punch he delivered was a lesson. With time, Ali's style evolved. His famous "float like a butterfly, sting like a bee" was more than just a catchphrase; it epitomized his mastery over the sport. He wasn't just fighting opponents; he was outthinking them, often predicting rounds when he'd knock them out.

His fights against opponents like Sonny Liston, Joe Frazier, and George Foreman weren't just battles; they were strategic masterpieces, a testament to his journey from scaffolding to mastery. Through continuous learning, feedback loops, and relentless practice, Ali turned his scaffolding into a platform for unparalleled boxing mastery.

Continuous Learning, Feedback, and Practice: The Common Ground

What can sales gamification learn from the journey of a boxer? The principles of continuous learning, feedback, and practice are universally critical. In the same way that Ali benefited from the consistent guidance of his trainers, users in a gamified system thrive when there's a structure to support their growth.

As salespeople progress in a gamified environment, their challenges evolve. What was once a hurdle becomes a stepping stone. And like a boxer refining his punches, salespeople refine their strategies, aiming for bigger targets, better conversions, and broader client engagement. Feedback, both from the system and peers, becomes the coach whispering in their ear, guiding them to refine their tactics and strategies.

But the journey doesn't end at mastery. Just as Ali kept pushing his boundaries, finding new challenges, and setting loftier goals, salespeople must also continue to evolve, innovate, and grow. Mastery, after all, is not a destination but a continuous journey.

Final Thoughts

This entire journey underscores the importance of continuous evolution. Whether you're a soccer player looking to score the winning goal or a salesperson aiming to close a landmark deal, the principles remain the same. The strategies might differ, the challenges might evolve, but the underpinning foundation of continuous growth, learning, and adaptation is what drives success. As the dynamics change, whether on the field or in sales, one's ability to adapt, innovate, and find renewed motivation becomes the distinguishing factor between the ordinary and the exceptional.

In the words of the legendary basketball coach Chuck Daly, "It's discouraging to think how many people are shocked by honesty and how few by deceit." This quote isn't just about sports or sales; it's a call to approach every challenge with integrity, to value authenticity, and to always seek the truth in our pursuits.


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