SaaStr

MARCH 9, 2025

Previously, he led design teams at LinkedIn where he built recommendation products for product onboarding and developed AI chatbots. The 86% loyalty factor : Companies that provide strong onboarding and continuous educational experiences see 86% higher customer loyalty rates – making AI-powered personalization a critical retention tool.

AI

SaaStr

MAY 1, 2025

Do They Know How to Sell Without a Big Brand? Avoid reps whove only sold with the backing of a strong brand like Datadog or HubSpot or Adobe. They almost always need far more support, training, and onboarding than you have. Make sure theyve sold at a similar price point before. Be honest here. Do They Understand Your Product?

Sales Hiring

SaaStr

JULY 30, 2025

Stronger Commitment : Customers who pay annually are more likely to invest time in onboarding and using your product, which increases stickiness. But you need to address the root cause of churn too—whether it’s poor onboarding, lack of engagement, or product-market fit issues. 10%+ per month), removing monthly might be the right move.

Churn

SaaStr

MARCH 18, 2025

This realization led to a fundamental shift in strategy, allocating resources to hiring and onboarding rather than lead generation. Most scaling companies experience some productivity dilution as they add more layers and complexity, but Wiz maintained consistent per-employee output throughout their hypergrowth phase.

Scale

User Pilot

OCTOBER 19, 2024

By consistently delivering high-quality experiences, you will create loyal customers who stick to your brand and contribute to its long-term success. Helps spread positive WoM Happy customers are more likely to recommend a brand to friends and family based on their positive experiences. Userpilot review on G2.

Business

User Pilot

DECEMBER 30, 2024

While the product adoption platform offers decent user onboarding and engagement features, it lacks advanced analytics capabilities and is quite expensive. Overview of Chameleon Chameleon is a no-code user onboarding platform that lets SaaS teams create in-app experiences to engage and retain users. Onboarding checklists in Userpilot.

Software Review

User Pilot

JANUARY 15, 2025

Let’s be honest, onboarding in SaaS can feel like navigating a labyrinth. As product managers and onboarding specialists, you’re juggling a million priorities: feature adoption, activation milestones, reducing churn… And crafting the perfect email sequence that guides users to success? What are they?

Onboarding

Stax

JUNE 18, 2025

Onboarding becomes repeatable. And because your customers are running more efficiently with your tool, they’re more likely to stick around, expand, and advocate for your brand. Often these would be popular brands that have come to be accepted as industry standards. Support teams deal with fewer edge cases.

Merchant Services

USIO

JULY 10, 2025

You control the branding, fields, and flow. Our onboarding team works with you step-by-step to make the transition painless. You’ve got three solid options—pick what fits your tech stack, timeline, and user experience goals: a) Hosted Payment Pages A fully customizable form hosted by Usio. c) API-First Approach Want full control?

Payments

User Pilot

JUNE 30, 2025

Video onboarding can be the solution you need when text-only tutorials are driving your users away. Text-heavy onboarding flows can overwhelm new users, leading to increased support tickets and slower activation. So you can build successful onboarding experiences that we know will increase user activation.

Onboarding

Buffer Resources

AUGUST 2, 2024

  With platforms like Bluesky offering the ability to create your own algorithm and Mastodon doing away with them completely, there’s less of a sense of “playing the game” to have a real impact on your social media content, which has been necessary for so many brands and creators to gain visibility for their work. 

Social Media

USIO

JULY 1, 2025

Instead of redirecting users to clunky external portals, you give them a seamless, fully branded way to pay—right inside your software. Whether it’s onboarding, training, or long-term optimization, we’re here for the long haul. A full-service, fully branded embedded finance machine. You Can Brand It. The experience?

Payments

User Pilot

JANUARY 2, 2025

Its purpose is to collect data necessary to personalize the onboarding experience by highlighting relevant features or resources for each user type. What words come to mind when you think of our brand? Which other brands do you currently use for similar products? How clear were the instructions during the onboarding process ?

Scale

Chart Mogul

JANUARY 9, 2025

Whats important to note is that each model targets a distinct customer persona and, therefore, has a unique approach to the customer journeyfrom brand awareness to sales and, ultimately, conversion. Onboarding Once the contract is signed, its time to get the new customer up and running. Heres a breakdown of each: 1.

Scale

Buffer Resources

OCTOBER 2, 2024

No one wants yet another onboarding session to learn because the software is too complicated to learn on your own. You can enter keywords related to your competitor websites, names, or brands and check what their audience is speaking about them online. Does this tool feel easy to use? Starts at start at $19.90/competitor/month

Social Media

USIO

JUNE 6, 2025

The onboarding headaches. Instant Merchant Onboarding Tired of waiting days (or weeks) to onboard your users to payment services? With Payfac, you can onboard sub-merchants in minutes—not days. It’s branded. The compliance. It’s a lot. But it doesn’t have to be. What Is Payfac-as-a-Service? It’s seamless.

PayFac as a Service

User Pilot

JUNE 30, 2025

At times, even a great in-app onboarding flow isn’t enough. That’s where an onboarding email sequence comes in. In this guide, I’ll show you 8 onboarding email types that drive activation, with real examples and templates you can use. Together, these email examples can serve as a blueprint for your customer onboarding sequence.

Onboarding

User Pilot

JUNE 30, 2025

86% of customers say they’d be more likely to stay loyal to a business that invests in onboarding content that welcomes and educates them after they’ve bought. This includes writing the perfect email onboarding sequence that guides your customers through the user journey. Here’s my quick guide to crafting stellar onboarding emails.

Onboarding

USIO

JUNE 9, 2025

At its core, a Payment Facilitator is a master merchant that onboards and manages sub-merchants under its own payment umbrella. In plain English: You, as the platform, take full responsibility for underwriting, onboarding, monitoring, and settling payments for your customers. First, What Is a Payment Facilitator (PayFac)? With PFaaS?

Payment Services

User Pilot

JULY 12, 2025

We use behavioral analytics to map out the customer journey so that we can tailor onboarding flows, marketing efforts, and engagement campaigns to each segment. I can also tailor onboarding in-app guidance to new user segmentation groups to drive product stickiness. We want to: Understand our users’ specific needs and desires.

Customer Lifetime Value

Sales Hacker

NOVEMBER 8, 2024

GTMnow is the media brand of GTMfund – sharing go-to-market advice from the top 1% of revenue operators including the 350 executives behind the fund, news, and our viewpoints from working with hundreds of portfolio companies. Tracking this helps pinpoint onboarding bottlenecks, such as overly complex sign-up flows or unclear UX.

Scale

Chart Mogul

JULY 24, 2025

Startup branding isn’t just for later-stage companies with big budgets. The reason is simple: you already have a brand. So, a better question would be: Why should early-stage startups care about branding? Branding happens, … Startup branding isn’t just for later-stage companies with big budgets.

Branding

USIO

AUGUST 1, 2025

You onboarded users. They outsource onboarding and underwriting. That means we built our entire platform in-house from card and ACH processing to onboarding, disbursements, compliance, reporting, print and mail, and even prepaid card issuing. You signed the agreement. Your dev team did the integration. And then… nothing.

Payments

User Pilot

NOVEMBER 7, 2024

Product demos can be used at various stages in the customer journey, such as on your website to engage potential customers, in email campaigns to nurture leads, during sales calls to provide a “try before you buy” experience, and for customer onboarding to help new users get up to speed quickly.

Payment Methods

USIO

JUNE 24, 2025

Best-in-Class Support : Dedicated onboarding specialists, U.S.-based Stripe Stripe is widely admired for its developer tools, API depth, and brand power. ISV onboarding is solid. Support Rating: 4/5 Strong onboarding and partner communication. Support : Retail-focused support teams with onboarding assistance.

Payments

User Pilot

MARCH 9, 2025

E.g., interview new customers to understand how your SaaS solution fits into their workflow and tailor onboarding flows accordingly. Suppose you learn that your new users’ primary job-to-be-done is “quickly onboarding.” But the tool’s complicated features make it harder to learn, resulting in slower onboarding.

SaaS

Stax

MARCH 16, 2025

Lower churn leads to higher customer lifetime value (LTV), better brand reputation, and increased revenue. A lack of onboarding Onboarding is critical when it comes to successful user adoption of a new product. By streamlining the onboarding process to make it quick and easy, users will be able to recognize the value upfront.

Payment Solutions

Payrix

JUNE 10, 2025

White label merchant processing enables third parties like integrated software vendors (ISVs) or independent sales organizations (ISOs) to customize and sell the payment processing technology and services of a payments provider under their own brands. What should software companies look for in a white label merchant processing solution?

Merchant Services

User Pilot

OCTOBER 19, 2024

Qualaroo is a powerful in-context survey tool designed to help you gather feedback directly from users as they interact with your brand on any channel. Why it’s worth considering : Qualaroo is particularly effective for gathering real-time insights from users while they are interacting with your brand, no matter the channel.

Software Review

Stax

JUNE 3, 2025

Scales with your business Whether you’re onboarding your first customer or your thousandth, SaaS platforms can grow with you. SaaS companies that invest in onboarding, customer education, and proactive support tend to see higher engagement and lower churn. Add users, expand features, and upgrade plans without switching systems.

Payment Services

Stax

MAY 13, 2025

These small moments of ease can lead to more completed purchases, higher satisfaction, and better brand loyalty over time. A smooth integration process means faster onboarding, fewer errors, and a more efficient business from day one. Choosing a provider that limits your growth (e.g., lacks omnichannel support).

Merchant Services

User Pilot

DECEMBER 31, 2024

You can customize every element so the look and feel align with your brand image. Alternatively, you can create a Getting Started group for all onboarding-related resources. You have the option to customize the search box text and align it with your brands voice and tone. Osano resource center with Userpilot.

AI Search

User Pilot

JULY 10, 2025

I’ve tested a ridiculous number of SaaS products over the years, which means I’ve ended up in just as many onboarding sequences. Your brand story and social proof. In this section, we’ll take a quick look at some common email types in a welcome email sequence and see how a huge brand like Zapier does it.

Onboarding

Subscription Flow

DECEMBER 12, 2024

Highlighting products according to shoppers preferences is a great way to acquire more customers, and keep the current ones loyal to your brand. Product optimization also enhances the brand portfolio, and adds more integrity to the companys name. They can potentially damage your brand image.

Payments

User Pilot

JUNE 20, 2025

Looking for a good user onboarding tool and wondering if Product Fruits is the best option for your SaaS company? Product Fruits is one of the most affordable user onboarding tools on the market, making it ideal for small startups with a budget under $200. The updated UI is also less clunky than before. Checklists. Hints and beacons.

Software Review

Payrix

FEBRUARY 4, 2025

Terms related to card acceptance Acceptance marks Signifies which payment brands are accepted at a merchant location and provides the cardholder with information on where his or her card can be used. They underwrite and onboard the sub-merchants and provide them with the products and services required to process electronic payments.

Payment Services

USIO

APRIL 24, 2025

Invest in Embedded Payment Technology Whether you build, buy, or partner, embedding payment solutions into your software stack creates a seamless, end-to-end experience for users.

Merchant Services