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 97

Onboarding SaaS Payments Payment Services Payment Solutions 97

Payrix

APRIL 17, 2024

Your business objectives Before you begin your marketing campaign, it’s important to identify your business and marketing objectives. For example: How many new customers do you want to onboard in the first 60 days? How many existing customers do you want to migrate, and how many new leads do you want to generate?

Payments 130

Payments Embedded Payments Merchant Services SaaS Payments 130

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.

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.

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Onboarding Strategy Growth Hacking Interviewing 214

User Pilot

JUNE 20, 2023

Looking to level up your user onboarding knowledge with onboarding books? An exceptional user onboarding experience can make all the difference for your SaaS company's growth. Onboarding books can offer you the knowledge and insights necessary to craft a remarkable onboarding process. But where do you begin?

Onboarding 98

Onboarding VP of Engineering SaaS Consulting 98

Intercom, Inc.

SEPTEMBER 22, 2022

A few years ago, we published The Onboarding Starter Kit , which helped thousands of businesses successfully onboard their customers. Gaining a competitive edge all starts from day one, with great onboarding. How can “The Onboarding Starter Kit” help supercharge your business?

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Onboarding Churn Engagement Retention 118

SaaStr

FEBRUARY 21, 2024

In the new episode, Jason sits down with Drata CMO Sydney Sloan to talk about what’s new at Drata, the role of CMO at Drata vs. Salesloft, partner marketing, customer marketing, and more. Sydney pulled someone from Salesloft with a product marketing background who understands operations, running programs, and being strategic.

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AWS Scale Sales Hiring Marketing 199

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 96

Onboarding SaaS User Experience Scale 96

SaaStr

NOVEMBER 30, 2023

A great product, while necessary, isn’t sufficient to build a market leader and eventually a public company. Companies that win a market are just as good at Go-to-Market as they are at building great products. But to develop a GTM strategy, you must have Product Market Fit. Without it, you don’t have a business.

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SaaStr

FEBRUARY 7, 2024

To get the most efficiencies out of their marketing team and resources, Gorgias puts a big emphasis on using only high-quality data that they audit regularly. During the onboarding process for a trial, his company used AI to identify which customers might be stuck during the product implementation. From there, strategy comes in.

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Scale Sales Hiring Strategy Marketing 216

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 98

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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

SaaStr

FEBRUARY 20, 2024

In a recent Workshop Wednesday, Tolithia Kornweibel, CRO, and Jamie Edwards, Head of Go-to-Market Operations and Tools, share how Gusto maximizes revenue so that you can do the same. They also onboarded 30 new customers. Gusto is a high-velocity, high-scale acquisition and expansion engine, and one we can all learn from.

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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 97

Onboarding SaaS Education Engagement 97

Intercom, Inc.

AUGUST 7, 2019

A great onboarding experience is one that proves to new users that your product will help them do the job that they want. To put it another way, the ideal onboarding experience is a short, easy and frictionless path to finding value. Explain the benefit of each onboarding task. Tailor onboarding for all stakeholders.

Onboarding 223

Onboarding Software Review Compensation Sales 223

User Pilot

JANUARY 18, 2023

With so many product marketing strategies floating around the SaaS world, it can be hard to identify the right one. In this guide, we’re going to go over what PLG marketing is and why it just might be the perfect approach for your business. Utilize viral marketing and product experiments to generate more word-of-mouth traffic.

Strategy 98

Strategy Marketing Scale Software Review 98

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

Intercom, Inc.

OCTOBER 22, 2018

It’s not surprising that onboarding flows focused on demonstrating all the features of a product become leaky buckets as new customers quickly lose interest. The solution is to build your onboarding experience around user value and drive new customers to an ‘aha’ moment, not a tour through product features. Here’s how to do that.

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Onboarding Sales Hiring Market Segmentation Branding 188

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.

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Onboarding Technical Review Software Review B2B 83

SaaStr

DECEMBER 26, 2020

Even once you hit just $2m-$3m ARR — fairly early — the trade-offs start to become clear for startups with customers both Smaller and Larger: Small customers consume just as many sales, success, and marketing resources. The long tail can be the highest ROI marketing initiative available to you. Probably more. Tweeting?

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SMB Sales Hiring Marketing Enterprise 341

ChurnZero

NOVEMBER 9, 2021

6 Tips to Improve Customer Onboarding. The proper upkeep and continual improvement of a customer onboarding process are essential to maintain its value over time. When you’re ready to improve customer onboarding , then follow our six tips to enhance the most influential phase of your customer’s journey.

Onboarding 98

Onboarding Benchmarks Churn Consulting 98

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

User Pilot

OCTOBER 5, 2023

Growth teams that leverage marketing automation are better equipped to achieve their goals and drive business success. In this article, you will learn: What marketing automation means for growth teams and how it’s different from traditional marketing automation. Various aspects of growth that you can automate.

Scale 105

Scale Marketing Growth Marketing Payment Features 105

Sixteen Ventures

DECEMBER 12, 2022

Customer Onboarding is the process a new customer goes through to get up and running with your product after they buy. If you confuse Free Trials and Customer Onboarding, you’ll try to engage prospects as if they’re already customers, resulting in poor engagement and lower conversion from free to paid.

Onboarding 107

Onboarding Engagement Customer Success Metrics 107

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

OCTOBER 15, 2023

How do you leverage product analytics marketing automation to boost customer acquisition, retention, and account expansion? TL;DR Product analytics marketing automation involves using product analytics to track product usage and customer behavior to develop automated marketing experiences. moment in the most direct way.

Marketing 105

Marketing SaaS Acquisition Scale 105

SaaStr

FEBRUARY 9, 2024

In this latest episode of CRO Confidential , Sam Blond, Partner at Founders Fund and former CRO at Brex, sits down with the CRO of Zapier, Giancarlo Lionetti (GC), to chat about Product-Led Growth (PLG) and Go-To-Market (GTM). In a product-led growth strategy, the product serves as the focal point of your company’s marketing and strategies.

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Scale Sales Hiring Sales Marketing 252

User Pilot

OCTOBER 16, 2023

Like any form of analytics, product marketing analytics is all about capturing key data and optimizing the customer experience using that data. Unlike marketing analytics which focuses on replicating marketing successes, product analytics focuses on improving the product. What is marketing analytics?

Product Marketing 105

Product Marketing Data Marketing Acquisition 105

User Pilot

AUGUST 6, 2023

How do you calculate marketing automation ROI? More importantly, how can marketing teams maximize it? On top of that, our article: Defines what marketing automation is. Identifies the areas of marketing that you can automate. Identifies the areas of marketing that you can automate. What is marketing automation?

Marketing 98

Marketing SaaS Social Media Onboarding 98

Intercom, Inc.

MAY 13, 2022

The process of guiding a customer through the marketing funnel, from the first engagement as a prospect all the way to the point when a customer becomes a brand advocate, is called lifecycle marketing. . What are the stages of lifecycle marketing?

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User Pilot

APRIL 28, 2022

Onboarding software is in high demand for SaaS product managers , and with good reason – the market is booming. Appcues and Pendo are both types of onboarding software, designed to help boost customer engagement. Appcues and Pendo are both types of onboarding software, designed to help boost customer engagement.

Onboarding 98

Onboarding Software Review SaaS Technical Review 98

User Pilot

JULY 14, 2022

Getting user onboarding right is critically important for any SaaS: in this article, we’re going to explore the powerful concept of minimum viable onboarding. We’ll start by looking at what user onboarding is, then look at why minimal viable onboarding is valuable, and finally how to implement it in your product.

Onboarding 98

Onboarding User Experience Marketplace as a Service Social Media 98

User Pilot

JULY 31, 2023

Looking to power up your retention marketing strategy? TL;DR Customer retention marketing aims to build quality relationships with customers to turn them into repeat buyers. Acquisition marketing focuses on gaining new customers and expanding market share. Implement an onboarding checklist to drive activation.

Retention 98

Retention Strategy Marketing SaaS 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?

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Onboarding Retention Sales Hiring Systems Review 130

User Pilot

FEBRUARY 27, 2024

Funnel analytics is one of the buzzwords in marketing, sales, and product management. Marketing teams can use funnel analysis to find friction points in the customer journey that stop users from signing up for the product, activating , and becoming paid customers. How can marketing and product teams use funnel analysis?

Marketing 104

Marketing Trends Metrics Forecasting 104

User Pilot

JULY 30, 2023

Looking to leverage marketing automation segmentation to offer contextual and relevant in-app messages ? Marketing automation segmentation enables you to deliver the right message to the right people at precisely the right time. HubSpot simplifies marketing campaigns with automation and effective lead nurturing.

Scale 98

Scale Marketing Onboarding User Experience 98