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 71

Onboarding Software Review Engagement Churn 71

SaaStr

JULY 20, 2024

Invest in People You want to keep the bar high on talent, especially in hypergrowth, and not just in the early stages. Invest Heavily in Onboarding Your typical employee takes about three to six months to get ramped. Invest Early in Your Marketing When scaling the GTM engine, you want to invest early in marketing.

Sales Recruiting 299

Sales Recruiting Sales Hiring Scale Engineering 299

Stax

OCTOBER 13, 2024

Users can view banking information, track monthly bills, track investments, manage credit card accounts, and much more. Takeaway QuickBooks is easier to use because the onboarding process is smoother, and it’s organized around workflows which makes navigation easier. Quicken Inc.

Payment Methods 88

Payment Methods Payment Solutions Payments Payment Services 88

Intercom, Inc.

FEBRUARY 22, 2018

If your product is to survive and your business is to grow, improving your user onboarding must always be top of mind. First, onboarding is the one thing that every user of your product experiences. Secondly, just as Ruairí wrote recently , your onboarding strategy must adapt over time as your product and business evolve.

Onboarding 194

Onboarding Retention Education Acquisition 194

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. What does an onboarding email sequence look like?

Onboarding 59

Onboarding Retention Engagement AI 59

ChurnZero

FEBRUARY 28, 2025

You might be surprised to know that SaaS companies can learn a lot from their consumer subscription counterparts. 4: High-end sales teams Increasingly, SaaS organizations leverage inside sales teams, since selling subscriptions is easier and less of a commitment than selling enterprise software. 3: Make onboarding seamless.

SaaS Payments 52

SaaS Payments Payment Features Subscription B2B 52

Blulogix

DECEMBER 26, 2024

By Inga Broerman Building a Competitive Edge Through Channel Partnerships In an increasingly competitive subscription economy, channel partnerships have become a beacon for businesses seeking scalable growth and sustainable revenue streams.

Payments 52

Payments Payment Features Payment Services Scale 52

Stax

JUNE 18, 2024

Subscription models offer companies large and small the opportunity to build predictable revenue and high customer lifetime value. But managing subscriptions effectively and freeing up time and resources for expansion is no picnic. In a subscription business model, customers pay a recurring fee in exchange for a product or service.

Payment Features 88

Payment Features Payment Solutions Payment Services SaaS Payments 88

SaaStr

OCTOBER 5, 2022

Moving away from a subscription to a consumption-led model can bring several benefits to your business. The consumption-led model enables you to recognize customer revenue based on actual usage versus the subscription contract and associated promise of usage. . “It Invest in a repeatable playbook. Solve for speed.

VP of Engineering 245

VP of Engineering Scale Scaling Sales Hiring 245

Stax

JUNE 3, 2025

SaaS operates on a subscription model, making it easier to manage cash flow and reduce upfront expenses. From CRMs to payment processors, you can connect your favorite tools to create a seamless, customized workflow that boosts efficiency and data accuracy. Lower upfront costs Say goodbye to expensive licenses and infrastructure costs.

Payment Services 88

Payment Services DevOps as a Service SaaS Payments Payments 88

FastSpring

JANUARY 5, 2021

Regardless of your professional motivations, billing and invoicing is a vital part of any successful business. Good billing and invoice software will simplify your life by automatically doing all this math for you. Before you invest in a billing program, take it on a test drive. Also, consider the onboarding process.

Payment Methods 124

Payment Methods Payment Solutions Payment Services Payments 124

Stax

MAY 23, 2025

Behind the scenes: key components of integrated payments In order for integrated payments to work, youll typically integrate with a payment gateway or payment facilitator (PayFac). This involves: Merchant onboarding: Collecting business details and verifying accounts so your users can start accepting payments.

Payments 88

Payments Payment Services Merchant Services SaaS Payments 88

Subscription Flow

DECEMBER 12, 2024

One such insight is the businesss best performing strategies, or promotion channels which drive the most ROI (return on investment). Personalized offers and discounts can then be extended to these customers to get them onboard. Subscriptions are a great way for businesses to generate stable revenue streams.

Payments 52

Payments Payment Services SaaS Payments Revenue 52

FastSpring

OCTOBER 13, 2020

Optimize Your Onboarding Process to Deliver Value Quickly. Onboarding is your opportunity to teach a new customer how to successfully use your product. The more you invest in your onboarding process, the more retention you will see over time. And don’t be afraid to revisit your onboarding process on a regular basis.

Retention 148

Retention Payment Features Payment Methods Social Media 148

Intercom, Inc.

JULY 1, 2019

The new SaaS model is subscription revenue-driven, which begs the question: what is a conversion today? It’s not just SaaS; subscriptions are taking over. And that’s not even the only one from Japan; there’s actually at least 18 different Japan subscription boxes. ” And that’s probably the biggest shift.

Retention 223

Retention Onboarding Payment Features Subscription 223

How To Buy Saas

MAY 29, 2025

For example, machine learning models can forecast sales, optimize pricing, and evaluate investment scenarios in real time. Risk Assessment: AI evaluates thousands of factors (credit data, economic indicators, customer behavior) to assess loan or investment risks more accurately than traditional methods.

Artificial Intelligence 59

Artificial Intelligence Payment Services Payments SaaS Payments 59

Payrix

JULY 30, 2024

The unique variables of every software company, from available resources, to customer needs, to payments aspirations are all factors that call for a tailor-made roadmap to launch. When looking for an Embedded Payments partner, it’s important to understand their approach to implementation and that it aligns with your goals and standards.

Merchant Services 147

Merchant Services Payments Payment Solutions Payment Services 147

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. What is the user onboarding process? Customer onboarding process.

Onboarding 97

Onboarding Metrics Retention Scale 97

User Pilot

JANUARY 17, 2022

When designing an onboarding system , it’s more efficient to look at the product onboarding best practices established by other businesses than it is to try to do it all alone. To help out with this here are some of the best practices you should keep in mind when building your user onboarding process. Subjective process.

Onboarding 105

Onboarding Payment Solutions SaaS Payments Payment Methods 105

User Pilot

FEBRUARY 2, 2022

Perhaps the most common app onboarding design problem is trying to build your entire onboarding process from scratch. It’s much smarter to study app onboarding best practices and work with onboarding software that will massively reduce your labor time. What is app onboarding? Book a Userpilot demo today!

Payment Solutions 98

Payment Solutions Onboarding Software Review Social Media 98

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 99

Onboarding Technical Review Software Review Scale 99

User Pilot

NOVEMBER 14, 2024

What if you could boost revenue without having to invest a small fortune in new customer acquisition? For instance, creating invoices is vital for a small business proprietor but not so much for an accountant. A feature that’s absolutely essential to one user persona might not be that relevant for another.

Strategy 105

Strategy Payment Solutions Payments Customer Lifetime Value 105

Intercom, Inc.

NOVEMBER 11, 2021

For Samuel Hulick , a UX consultant and one of the biggest authorities out there on user onboarding, that means thinking less about the product itself and more about how to get users the results they’re after. We had them on the podcast way back in 2016, and they’ve even been a guest contributor to our book Intercom on Onboarding.

Onboarding 254

Onboarding Sales Hiring Sales Recruiting Underperforming Technical Team 254

User Pilot

JUNE 10, 2024

Researching customer onboarding strategies for your SaaS product? The article shares 17 tried-and-tested customer onboarding tactics that will help you build delightful user experiences and drive product growth. Create a welcome series of in-app and email messages to greet users and kick off onboarding. Ready to dive in?

Onboarding 105

Onboarding Strategy Social Media Churn 105

BetterCloud

JANUARY 3, 2025

SaaS has revolutionized how we work, but let’s be honest, managing all those subscriptions can feel like juggling flaming torches. You’re dealing with contracts, security concerns, and costs that seem to spiral out of control. This blog is your guide to conquering SaaS chaos. It’s about sanity.

Management 52

Management SaaS compliance Benchmarks 52

Stax

JANUARY 17, 2024

The great thing about an ACH PayFac solution like Stax Connect is that SaaS companies or ISVs can embed ACH payments in their software easily and own (also, white label) the payment experience. All this without having to invest time and resources in partnering with an acquiring bank or building an elaborate payment infrastructure.

Payment Services 88

Payment Services SaaS Payments Merchant Services Payment Facilitation 88

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 94

Onboarding SaaS User Experience Engagement 94

BetterCloud

NOVEMBER 1, 2024

Let’s say you already automate onboarding using some kind of end-to-end SaaS management platform like BetterCloud. After all, who wants — or can afford — to have 183 idle SaaS licenses for nearly 37% of the total contact, just ratcheting up the invoice and nothing more?

Management 52

Management SaaS Payment Features Scale 52

User Pilot

NOVEMBER 23, 2023

Investing in product analytics software can be a worthwhile investment as it helps you attain deeper insights into user behavior. In this guide, we’ll walk you through each subscription tier to help you find the right option for your needs! Priority support is only available for subscriptions with 4,000+ daily sessions.

Pricing 105

Pricing Investment Software Review Scale 105

Subscription Flow

MAY 2, 2024

As a result, shifting to crypto will be an investment with limited (if any) benefits for them.) Once the integration has been activated and goes live, the system will begin its handling of all subscriptions and even one-off payments that your end consumers make before drafting invoices for them.

Payment Solutions 105

Payment Solutions SaaS Payments Merchant Services Payment Services 105

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. Behavioral segmentation lets us divide our user base into smaller, action-driven segments so we can prioritize where to invest time and resources.

Customer Lifetime Value 71

Customer Lifetime Value SaaS Technical Advisors Onboarding 71

User Pilot

APRIL 14, 2023

Having an effective SaaS onboarding strategy is essential to user success and, by extension, customer retention. If you don’t make your onboarding flow as streamlined as possible, you could struggle to retain customers in the long run. The product, sales, marketing, and CS teams all play a role in the onboarding concerto.

Onboarding 98

Onboarding Technical Review Strategy Software Review 98

SaaStr

FEBRUARY 9, 2024

From a Go-To-Market perspective, Zapier uses a hybrid model that involves a combination of freemium offerings, subscription plans, and partnerships. So when’s the right time to invest more in sales and marketing when we’re all trying to become radically efficient ? At the same time? Team and organization setup.

Scale 317

Scale Sales Hiring Sales Marketing 317

Sales Hacker

OCTOBER 11, 2021

To help take some of the pressure off, companies focus on technology investments to help their sales teams increase win rates and accelerate revenue while automating a lot of the tedious, manual processes that prove to be a bottleneck in the sales cycle. But simply investing in technology isn’t enough. Billing and invoice generation.

Payments 112

Payments Payment Services Revenue Payment Solutions 112

User Pilot

NOVEMBER 27, 2023

Improve business valuation Your company’s valuation is tied closely to its revenue performance, especially because you’re a subscription business. It enhances your perceived value, potentially leading to more favorable investment opportunities, partnerships, or acquisition deals that drive scalability. How to calculate CAC.

Payments 105

Payments Revenue Payment Features SaaS Payments 105

Payrix

JANUARY 30, 2024

By integrating with Payrix, Novich shared how in short order “we coded, tested, and had merchants onboarded and processing payments.” When selecting a payments partner, Neon One focused on speed to market, the ability to evolve the platform, and elevating their clients’ experience. Get started today.

Payments 130

Payments Merchant Services Payment Solutions Payment Services 130

ChurnZero

SEPTEMBER 16, 2022

When a financial slowdown approaches, the smartest businesses look for areas where their investment has the best leverage. In good times, a lot of investments that a company makes are really focused on new sales. Companies have to plan for an increase in employee churn no matter what you do. […] Be the best at onboarding.

Customer Success 98

Customer Success Investment Churn Retention 98