How to Perfect Your Customer Onboarding Workflow


Onboarding is an opportunity to set your customer up for success. Your customer onboarding workflow should guide you through the process of helping your customer integrate the product into their daily business activities so they can start achieving their goals. Review After Onboarding.

A Customer Onboarding Checklist for Successful CS Teams


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

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

SaaS Customer Onboarding Cadence


SaaS customer onboarding is so critical—it’s really where the customer relationship is won or lost. How you onboard your customers is specific to your contract value, subscription length, product complexity, and target market. There isn’t a one-size-fits-all approach to onboarding, so we’ll start with a sample that’s pretty generic and simple. An on-boarding cadence is the steps (and duration between each step) you take to onboard a new customer.

How to write great onboarding (and other) emails


That has him spend his time figuring how to send the best onboarding emails. In the last over 2 years, Aaron has managed to help 80+ SaaS companies with their onboarding initiatives, bringing as much as 300% improvement in conversions. To get that good at onboarding and emails, Aaron has had to learn a lot about the art of emails, onboarding or else. To learn better Aaron wrote onboarding emails for companies, asking founders and marketers for feedback in exchange.

How to Onboard New Clients in the Customer-Centered Economy


We may not live in a perfect world, but there are processes and customer success software that can help you deliver an onboarding experience that is as close to perfection as possible. They can easily spread feedback about your business online, giving them the power to hurt your reputation if they have a bad onboarding experience. Therefore, learning how to onboard new clients really means becoming more customer-centered. How to Onboard New Clients.

The Top Five Customer Onboarding Challenges and How to Solve Them


But the period after the purchase, the onboarding phase , is what really establishes the customer relationship. The onboarding stage is critical for retention because it’s when customers first experience your product. If you’re finding kinks in the process, consider whether your company is struggling with some of the most common customer onboarding challenges. The Top Five Customer Onboarding Challenges. Here are the top six onboarding challenges you may be facing: .

Outdo Your SaaS Onboarding: 8 Expert Tactics to Exceed Expectations


SaaS onboarding makes or breaks your customer retention. Onboarding has a long-lasting impact with deep ties to a customer’s likelihood to churn. For this reason, everyone is trying to crack the code on how to create the optimal onboarding experience. Onboarding

Customer Education Best Practices for the Onboarding Phase


Onboarding is an exciting, critical phase of introductions and potential. By implementing customer education best practices that drive the onboarding process, you will set your customers—and your enterprise— up for success. Why Onboarding Matters. Onboarding is your customer’s first experience with you and your product. The frustration that flows from a poorly executed or prolonged onboarding phase can quickly deteriorate to churn.

A Guide to SaaS Customer Onboarding [Updated for 2020]

Chart Mogul

Customer Onboarding' is an umbrella term that's often used to describe the entire process that users go through when they start their journey as a customer of your product or service. The onboarding experience can define the ongoing relationship your customer has with the product.

How to onboard remote employees

Here’s the most common answer I get: The most surprising thing has been how exceptional the onboarding process is. So, how do we onboard new hires, and how can you implement these ideas in your onboarding process? Our onboarding approach: Roll out the red carpet.

Our Customer Onboarding Process: How We Customize Onboarding for 10,000+ Customers

Groove HQ

Here’s how we optimize our customer onboarding process to cater to all our customers’ needs. The post Our Customer Onboarding Process: How We Customize Onboarding for 10,000+ Customers appeared first on Groove Blog.

How To Effectively Onboard New SDR Hires


It’s easy to say you need great onboarding, but it’s another to implement effective onboarding. On top of that, it’s easy for growing companies to push an onboarding strategy low on the list of priorities. Bad onboarding can have lasting repercussions that continue to have a negative impact on your company for years. But great onboarding can have the opposite effect, providing a solid foundation that your company will build on for years to come.

The Top 5 Customer Onboarding Metrics and How to Leverage Them


Onboarding isn’t just about introductions; it’s about acceleration. Customer onboarding is the period after purchase when your customer is getting to know your product. Ideally, you want customers to get through the onboarding phase as fast as possible so they can enter the value-driven adoption phase. Generally, you should aim to complete onboarding within 30 days. So, how do you create an onboarding process that quickly links promises with actual ROI?

A Customer Onboarding Checklist for the Digital Era


Customer onboarding is the period after a purchase when your customer is getting to know your product or service. The good news is that onboarding in the digital era has become easier; interactions happen faster, communication is streamlined, and customer success software can notify you of important events. Here’s a customer onboarding checklist that includes the various ways you can leverage the connectivity, correspondence, and automation options the information age has to offer.

A Tough New Skill We All Need Now: Onboarding SDRs and AEs Virtually

Predictable Revenue

As everyone else is going virtual, a new concern arises: virtual onboarding. The post A Tough New Skill We All Need Now: Onboarding SDRs and AEs Virtually appeared first on Predictable Revenue.

4 Ways to Speed Up New SaaS User Onboarding


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. There are four ways to speed up the process of onboarding and make sure your customers have a gratifying, successful experience.

Keys to Effective Onboarding and Training for SDRs

Predictable Revenue

Keys for effective onboarding and training for SDRs. The post Keys to Effective Onboarding and Training for SDRs appeared first on Predictable Revenue.

How to create an email onboarding sequence


This is a good way to look at your new trial subscriber or user experience.You use email onboarding sequences to: Help new users learn how to use your product. So how do you set up your onboarding email workflow to help new users and maximize conversions?

Piecing it together: how to design cohesive onboarding

Inside Intercom

Onboarding is a holistic, ongoing process sitting at the intersection of many different teams: product, sales, marketing, customer engagement and business operations. A customer’s onboarding may start with them visiting your website and choosing to purchase your product or service. When thinking about onboarding, you can’t just consider a customer’s first day – you have to think in weeks, months, years, far beyond the first impression. Building a design system for onboarding.

6 Product-Led SaaS Onboarding Lessons (With 8 Great Examples)

OpenView Labs

But sadly, all that effort could be pointless if you ignore your product’s user onboarding. An effective and efficient user onboarding flow for your SaaS product is the one thing you can get right to give new users a welcoming, customer-retaining experience.

Five essential onboarding tactics for complex products

Inside Intercom

The ideal onboarding experience is an easy and frictionless path to finding value. There are techniques that help to create the magic of a consumer onboarding flow in a complex product with considered actions. In onboarding, delay is the enemy of success.

Onboarding: It’s Not Just for SaaS Companies

Rebilly | Insights Into Subscription Billing

Without a good onboarding process, it doesn’t matter how many people you get to sign up if they don’t stay. That means a good onboarding process is a crucial piece of your business strategy. And while most onboarding advice is tailored specifically to SaaS companies, the truth is that no matter what kind of product you have, the tenets of onboarding are the same. So, how do you create an onboarding process that gets your customer to stick around?

Churn-informed onboarding and engagement strategies

Chart Mogul

Onboarding emails meet churn indicators. Steph Knapp discusses how you can identify and use weaknesses to optimize your overall onboarding and customer engagement strategy. You may know Steph from her Zendesk Onboarding Email Breakdown featured in our 2018 SaaS Roundup summary. She loves writing about onboarding emails and helping companies guide users to their “a-ha” moments. Using Onboarding & Content to Reduce Churn.

Onboarding your first Sales Hire as an Entrepreneur

For Entrepreneurs with David Skok

In today’s blogpost I would like to introduce my partner for Zero to 100, Stephanie (Schatz) Friedman. Stephanie has been an executive in 3 successful startups and was most recently the SVP of Sales and Customer Success at Xamarin which has since been acquired by Microsoft. Stephanie joined Xamarin as its first non-engineering hire in. Recruiting SaaS Sales Startup Help Customer Success Growth Hiring Sales and Marketing

Your 7-Step Essential User Onboarding Checklist


Your user onboarding process can make-or-break your SaaS business. Done well, it positions your service as the ideal solution to a problem your user is experiencing by providing real, demonstrable value from first use. Done poorly, it fails to show the value of your service, by focusing on all the different functionality your service offers instead of what the new user can achieve with it

Successful employee onboarding should focus on culture

Inside Intercom

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. I joined Intercom a few months ago as an engineering manager and onboarding for the first time in a while made me realize some things I hadn’t before. The disadvantages of the usual onboarding process.

6 Customer Onboarding Strategies Your Success Team Must Implement


Some companies don’t realize that to develop long-term relationships with customers, there’s an important retention step that comes after the transaction: customer onboarding. Make sure you use customer onboarding strategies to retain new customers, starting with teaching them how to use every feature of your product. 6 Customer Onboarding Strategies to Retain Customers. Best of all, a good onboarding strategy lowers the likelihood that new customers will churn.

What the four forces can teach us about the user onboarding experience

Inside Intercom

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. In cases like these, the user onboarding flow from signup to realizing value can be long and arduous and can cause your onboarding funnel to leak users. Explain the benefit of each onboarding task.

Customer Onboarding: How to Design and Implement an Effective Onboarding Process

Customer Success-Driven Growth

. The phase of the customer lifecycle that gets the most attention is Customer Onboarding, yet ironically (or tragically), most people fail to understand what onboarding really is, and few do it well. . Here we go… Designing an Effective Customer Onboarding Process.

From First Mile To Nth: Onboarding Beyond User Onboarding


User onboarding is crafting the first mile of a user’s journey with your product. Can you apply everything that works within it to your nth

How to retain more users with value-based onboarding

Inside Intercom

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. Great onboarding starts with a clear understanding of why customers are buying your product. Growth user onboarding

A solid customer onboarding experience drives higher willingness to pay & retention


On this episode of the ProfitWell Report, Jonathan Kim , Founder of Appcues , wants to know how a company's onboarding impacts customer willingness to pay and retention. This was actually the trickiest question to date , because coding onboarding perception and then measuring willingness to pay is a non-trivial task. **We We coded respondents perception of a company’s onboarding before measuring their willingness to pay.

SaaS Customer Onboarding: A Simple (But Detailed) Guide


And since SaaS and subscription businesses depend on monthly recurring revenue to grow , it pays to perfect your customer onboarding process. Give your customers a poor onboarding experience and they’ll be set up for failure right from the start. What separates a poor customer onboarding experience from a bad one? Let’s onboard some new customers. What is customer onboarding? That’s the same way you should think about customer onboarding.

SaaS Email Template?—?Onboarding

SaaS Onboarding Emails

Onboarding Need a template for a SaaS or B2B onboarding email? Onboarding was originally published in Get Your SaaS On Board on Medium, where people are continuing the conversation by highlighting and responding to this story. onboarding email-marketing saas-marketing b2b-marketing saasSaaS Email Template?—?Onboarding Here’s one to get you started! Want 30 more SaaS email templates like this one? Download my free SaaS Email Marketing Toolkit here. Day 1?—?Welcome

User onboarding strategies that work – and mistakes to avoid

Inside Intercom

That’s why we built Product Tours to assist with the job of user onboarding within your product, alongside our best-in-class in-app messaging and knowledge base products. Let’s dig into the best ways to build a comprehensive onboarding flow, plus a few common issues to look out for. What is user onboarding, and why does it matter? User onboarding is the process of introducing new users to your product. So what makes an onboarding experience positive?

Sales ops offer tips for onboarding new technology vendors


To help you roll out the new technology your sales leadership just purchased, I’ve outlined some general guidelines you can follow to help the organization onboard a vendor successfully. . Guest blog by Joe Rodden, Sales Systems Manager at Catalant Technologies. In previous posts , I’ve discussed how to evaluate the costs of a new sales tool, and offered some general best practices for managing your tech stack.

Onboarding Presentation at Segment Synapse Conference

Casey Accidental

I recently spoke at Segment’s Synapse conference on onboarding. Uncategorized activation analytics onboarding presentations research retentionIt expands on some of the content I’ve written on this blog. You can view the video below. Currently listening to Infinite Moment by The Field.

8 Tips to Write Engaging Onboarding Welcome Emails (+ Examples)


Here are eight tips to write onboarding welcome emails that drive users back to your product. And to get feedback/user information, they could work that into the onboarding process or include it in the welcome email. It’s easy to overlook the importance of a strong welcome email.

The Basics of Customer Onboarding

Customer Success-Driven Growth

Onboarding is perhaps the most critical phase in the customer journey – if nothing else, it sets the tone for the relationship – and is too important to just slap together and hope it works. Please ensure you’re giving the Onboarding process – and your new customers with whom you currently have a very fragile relationship – the attention they deserve. At what point is your customer onboard?

Actionable strategies for better user onboarding

Inside Intercom

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. “Great onboarding transforms new customers from fleeting visitors to lifelong power users” The critical importance of onboarding for all businesses is why we built Product Tours. Define who your onboarding is for.