User Pilot

FEBRUARY 29, 2024

These bars play a crucial role in keeping users informed about ongoing processes, providing estimates on the expected duration of a task, and indicating whether a request is actively being executed. Try Userpilot and Take Your Onboarding Experience to the Next Level Get a Demo 14 Day Trial No Credit Card Required 1.

Onboarding 101

Onboarding Systems Review User Experience Engagement 101

ChurnZero

APRIL 1, 2024

How can we apply it to onboarding? Onboarding is an essential part of any customer journey map, and sets the tone for the rest of the customer journey. Research by Wyzowl found that 86% of customers say their loyalty to a business is increased when they are offered a great onboarding experience. Related: AI adoption by CS teams.

Onboarding 76

Onboarding AI Strategy Social Media 76

User Pilot

APRIL 9, 2024

What are the best onboarding platforms available on the market in 2024? Are you looking for an onboarding solution for web or mobile apps? Do you need it to support customer or employee onboarding processes? Are you after specific features to support your onboarding tasks? This depends on your use case. Ready to dive in?

Onboarding 52

Onboarding Software Review Sales Hiring SaaS 52

User Pilot

JANUARY 31, 2023

Winning new business is critical for any savvy product manager: a new client onboarding checklist template can help you systemize your path to a successful customer onboarding process. Used correctly, this sort of customer onboarding checklist can become an invaluable tool for any product manager.

Onboarding 98

Onboarding Underperforming Technical Team Software Review Technical Review 98

Intercom, Inc.

SEPTEMBER 3, 2020

When we did that, what we learned was that people have real needs around onboarding new users and better in-product messaging. This is important for us because it helps us make more informed technical decisions and trade-offs. But to really solve the problem, we needed to make that information valuable across the whole platform.

Mobile 212

Mobile Scale Underperforming Technical Team Engineering 212

User Pilot

JUNE 28, 2023

Sustaining user engagement throughout the entire onboarding process can feel like a task only large teams can achieve. Introducing core features, driving user activation, and maximizing retention rates after the user onboarding experience will all impact the user journey moving forward.

Onboarding 87

Onboarding SaaS Payments Payment Services Payment Solutions 87

Intercom, Inc.

MAY 28, 2019

The key to solving the second funnel is onboarding. Great onboarding transforms new customers from fleeting visitors to lifelong power users. The math is simple: good onboarding = higher customer retention. Check out the slides from the webinar below or on SlideShare : 5 best practices for onboarding new customers.

Onboarding 214

Onboarding Strategy Growth Hacking Interviewing 214

User Pilot

MARCH 23, 2023

Contextual onboarding is the best way to keep users engaged with your product. But what are some contextual onboarding examples that could inspire you to implement it? So if you want to learn how to apply contextual onboarding tactics to grow your business, keep reading.

Onboarding 85

Onboarding Engagement Retention Software 85

User Pilot

MAY 3, 2023

Is Pendo onboarding functionality any good? We look at the onboarding features Pendo offers, how to use them, and their pros and cons. TL;DR Pendo onboarding is a set of features you can use to help your users experience product value and become competent users. What is Pendo Onboarding? What is it? Read on to find out!

Software Review 98

Software Review Onboarding Pricing Engagement 98

User Pilot

MARCH 31, 2023

What user onboarding metrics should you track if you want to evaluate your onboarding processes? We all know that successful onboarding is especially important for SaaS companies since they depend on a subscription-based business model. Tracking the metrics helps you improve your onboarding process and retain more customers.

Onboarding 89

Onboarding Metrics Retention Scale 89

BetterCloud

MARCH 27, 2024

This shift begins with the automated onboarding of new employees, giving them the tools they need to be productive on their first day. It extends to streamlined account provisioning, best facilitated by seamless integrations with HR systems , which not only enhances the onboarding experience , but also boosts overall employee productivity.

Technical Review 52

Technical Review Outsourcing Services Onboarding Systems Review 52

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

User Pilot

JANUARY 8, 2024

Adopting user onboarding best practices for your brand is a failproof way to leave a great first impression. A strong onboarding process is like helping people navigate a new terrain without struggling to find their way. TL;DR User onboarding is a process that shows users how they can derive value from your product.

Onboarding 52

Onboarding SaaS Branding Customer Lifetime Value 52

User Pilot

FEBRUARY 7, 2023

Helping your users to experience value should be your primary objective as a SaaS owner or a product manager: creating an onboarding tutorial can be one of the most effective tools to help you get the job done. Get it right, and you’ll transform the user onboarding experience for your customers. What is user onboarding?

Onboarding 96

Onboarding SaaS Mobile Education 96

User Pilot

AUGUST 10, 2023

What are some user onboarding best practices? What’s user onboarding in the first place? User onboarding best practices for SaaS – Yaakov Carno. TL;DR User onboarding is the process of introducing users to a new product. Onboarding starts before users sign up for the product. What is user onboarding?

Onboarding 86

Onboarding SaaS User Experience Scale 86

Intercom, Inc.

FEBRUARY 6, 2018

Onboarding new employees is a hard process to do well. You might think of onboarding as something you just have to check off your list, but it’s easy to forget that things which are second nature to you are totally new and unknown to someone that’s just started. The disadvantages of the usual onboarding process.

Onboarding 203

Onboarding Company Culture Engineering Investment 203

User Pilot

JUNE 12, 2023

Any savvy product manager should have a rock-solid understanding of goal-oriented user onboarding. If you want to brush up on your knowledge of the onboarding process – and how you can keep users engaged and achieving their goals throughout – you’ve come to the right place! What is goal-oriented user onboarding?

Onboarding 88

Onboarding SaaS Education Engagement 88

Totango

AUGUST 5, 2022

A client onboarding questionnaire helps you gather the information you need for excellent client relationships that promote long-term loyalty. What Is a Client Onboarding Questionnaire? A client onboarding questionnaire is a list of discovery questions administered to a new client to help you better serve their needs.

Onboarding 83

Onboarding Technical Review Software Review B2B 83

User Pilot

JANUARY 26, 2023

Wondering how to run a successful SaaS onboarding process to make sure you are setting users up for success from the start? It’s a no-brainer that a solid onboarding workflow is crucial to the success of any product-led company. During onboarding, you have the opportunity to make a lasting impression on your customers.

Onboarding 98

Onboarding SaaS Customer Support Engagement 98

User Pilot

MARCH 16, 2023

If you’re a product manager who doesn’t have a firm grasp over your customer onboarding cost, stop right there – you’re putting your business in danger. In this article, we’re going to explore the ‘build vs buy’ argument, and break down what that means for creating a powerful onboarding experience.

Onboarding 96

Onboarding SaaS Engineering Pricing 96

User Pilot

JUNE 15, 2021

UX or CS teams who are trying to improve their SaaS user onboarding experience often ask us: Which software companies have the best user onboarding experiences? When it comes to onboarding a new user, the experience must be obsessively aligned with providing that first moment of value. . Who can we turn to for some inspiration?

Onboarding 145

Onboarding SaaS User Experience Software 145

User Pilot

APRIL 28, 2023

User onboarding is no exception. The article explores how you can use AI user onboarding to drive your product success. TL;DR AI user onboarding uses Artificial Intelligence (AI) tools to introduce product functionality to users and drive product adoption. AI can be used at all stages of user onboarding. Shall we dive in?

Artificial Intelligence 90

Artificial Intelligence AI Onboarding Machine Learning 90

Totango

AUGUST 18, 2022

A Customer Onboarding Checklist for Successful CS Teams. A lot goes into crafting the ideal onboarding process for SaaS products. One way to tackle these challenges is to utilize a customer onboarding checklist for your CS team that delineates all of the targets that need to be hit during this stage of the customer journey.

Onboarding 92

Onboarding Technical Review Software Review Scale 92

Totango

MAY 13, 2022

The best way to gain this information is through customer engagement. Onboarding is one of the first times your customer engages with your business. The right customer engagement software can optimize your onboarding process and help promote experiences that lead to customer renewal. Video tutorials and transcripts.

Engagement 103

Engagement Onboarding Artificial Intelligence Social Media 103

Totango

AUGUST 18, 2021

Freemium onboarding forms a critical stage in users’ path to becoming paying customers. The email sequences you use to onboard freemium users can directly determine whether they upgrade to premium buyers or they become inactive users. What Is a Freemium Onboarding Email Sequence? Welcome Email.

Onboarding 115

Onboarding Benchmarks Branding Trends 115

User Pilot

JUNE 9, 2023

Are you struggling with segmenting onboarding messages for your customers? So let’s check out some ways of segmenting onboarding messages to tailor product communication to individual needs. So let’s check out some ways of segmenting onboarding messages to tailor product communication to individual needs.

Onboarding 81

Onboarding SaaS User Experience Engagement 81

User Pilot

MAY 16, 2022

Product-led onboarding is something of a revolution in the SaaS industry. It’s not a ‘hack’ or a quick fix: it’s a mindset shift in how you approach your user onboarding process. As you’d expect, different SaaS companies adopt slightly different approaches around product-led onboarding.

Onboarding 98

Onboarding Customer Success Scale Strategy 98

Neil Patel

FEBRUARY 22, 2021

Now it’s time to start the client onboarding process and welcome the new client into the fold. Client onboarding is the first step to creating a long-term relationship with a new client. If you want to retain customers, you need the right onboarding system. How Does a Smooth Onboarding System Help Retain Customers?

Onboarding 130

Onboarding Retention Sales Hiring Systems Review 130

SaaStr

FEBRUARY 10, 2021

Your new client onboarding process could be that chance. When you deliver an exceptional experience during the onboarding process, you build trust that will last far beyond the initial project or implementation. If that initial onboarding experience isn’t good, it leaves a bad taste in everyone’s mouth. Of course you are!)

Onboarding 172

Onboarding Customer Success Sales Software 172

Totango

JULY 31, 2020

Onboarding sets the stage for customer retention by beginning a positive long-term relationship between you and your customer. For SaaS companies especially, the speed and ease with which your customers can progress through new user onboarding will act as the first indicators of how smooth their use of your product will be going forward.

Onboarding 127

Onboarding SaaS Healthcare Systems Review 127

User Pilot

FEBRUARY 3, 2023

The customer onboarding lifecycle is the ongoing process of educating users on your product and helping them achieve success with it. In SaaS, onboarding is the key to not only converting free users into paid customers but also driving long-term loyalty. Effective strategies for primary onboarding: Greet users with welcome messages.

Education 98

Education Onboarding Customer Success Engagement 98

Totango

OCTOBER 23, 2020

Onboarding is defined as the actions your company takes after a customer signs up to use your product. A successful onboarding experience can lay the foundation for a loyal lifetime buyer, while a negative experience can push your new customer directly into the hands of a competitor. The Three Stages of Onboarding .

Onboarding 71

Onboarding Underperforming Technical Team Scale Systems Review 71