Baremetrics

JUNE 26, 2020

If you screw up your customer’s experience early on in their subscription, it’s hard to convince them to keep paying month after month. And since SaaS and subscription businesses depend on monthly recurring revenue to grow , it pays to perfect your customer onboarding process. Let’s onboard some new customers.

Onboarding 99

Onboarding SaaS Churn Social Media 99

User Pilot

MAY 2, 2024

Secondary onboarding introducing advanced features unlocks additional customer value. Educational webinars showcase new ways to leverage the product, fostering an engaged user community and generating new leads. SaaS companies rely on recurring subscription revenue from customers rather than one-time sales.

Retention 75

Retention Metrics Strategy Scale 75

Chart Mogul

FEBRUARY 4, 2020

Webinars are a powerful tool that can be used at every stage from turning unsuspecting leads into loyal customers. We asked Demio, one of the leading brands when it comes to webinars, to give us ideas on how to use webinar marketing for success. How do you use webinars for potential customers in the awareness phase?

Marketing 69

Marketing Social Media B2B Onboarding 69

User Pilot

MAY 2, 2024

Personalize the customer experience , for example, through tailored onboarding. Use onboarding checklists with progress bars to guide users through activation milestones. A/B-test different versions of your onboarding flow to optimize for conversions. Use secondary onboarding to unlock additional value from advanced features.

Retention 88

Retention Marketing Customer Lifetime Value Onboarding 88

ChurnZero

JULY 22, 2022

Does your Customer Success team have a shallow view of onboarding? If you consider onboarding to be a success when a customer reaches their go-live date, then you need to dig deeper. How to increase customer value during onboarding with Donna Weber. Let me go back to my six-stage onboarding framework.

Scale 98

Scale Onboarding Scaling Underperforming Technical Team 98

Chart Mogul

FEBRUARY 4, 2020

Webinars are a powerful tool that can be used at every stage from turning unsuspecting leads into loyal customers. We asked Demio, one of the leading brands when it comes to webinars, to give us ideas on how to use webinar marketing for success. How do you use webinars for potential customers in the awareness phase?

Marketing 52

Marketing Social Media B2B Onboarding 52

User Pilot

DECEMBER 19, 2023

Design a successful onboarding flow to help users unlock value quicker. Develop an effective onboarding flow to drive customer success An onboarding flow is a way of introducing new customers to your SaaS products or existing customers to new tools and features. Just remember that the onboarding needs to be personalized.

SaaS Payments 82

SaaS Payments Management Customer Lifetime Value SaaS 82

Totango

JUNE 3, 2022

Here’s a customer success manager introduction email you can use when onboarding a new client to your company. To get you and your team started, I’d like to schedule an onboarding call at your earliest convenience. An excellent opportunity to engage clients is inviting them to an event, such as a webinar or seminar.

Customer Success 108

Customer Success Payments SaaS Payments Payment Methods 108

User Pilot

JUNE 22, 2023

TL;DR Customer churn refers to customers discontinuing their usage or subscription to your product. To reduce churn rate , you can follow practical tactics like: Personalize customer experience from the start by tailoring onboarding and in-app guidance. Implement onboarding checklists to drive users to the activation point.

Churn 85

Churn Retention Onboarding Engagement 85

User Pilot

JANUARY 9, 2023

Personalize the onboarding process according to users’ JTBD. Assuming both new and existing customers spend the same on your subscription service, you get a higher return on investment with retention than acquisition. Some helpful strategies include: Personalize the onboarding process for new customers. Welcome Survey.

Customer Lifetime Value 89

Customer Lifetime Value Retention Marketing Scale 89

Totango

AUGUST 16, 2022

Customer retention software automates best practices for maintaining clients, helping you deliver successful outcomes that inspire subscription renewals and repeat business. Customer retention software is an app that promotes SaaS subscription renewals and reduces churn rates. Onboarding. What Is Customer Retention Software?

Payment Solutions 98

Payment Solutions Payment Methods Retention Software Review 98

User Pilot

APRIL 22, 2024

Teams of customer success are responsible for building playbooks , managing churn , streamlining onboarding, enhancing customer experiences, driving account expansion , and gathering feedback. Implementing an onboarding checklist to help users progress through the customer journey. Onboarding email from Todoist.

Customer Success 74

Customer Success Retention Software Review Customer Lifetime Value 74

ChurnZero

MARCH 28, 2023

A successful subscription model depends on retention. A few examples include when a customer: Attends a webinar; Uses a product; Calls support; Travels to a user conference; Experiments with a new feature; and Pays an invoice. The onboarding process following a purchase is especially crucial in SaaS. Event participation.

Engagement 52

Engagement Strategy Scale Payment Features 52

Stax

APRIL 18, 2024

SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users. SaaS, or Software as a Service, companies host and deliver software applications over the internet on a subscription basis. Primarily through direct-to-user subscriptions and third-party distributors.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

ChurnZero

MARCH 31, 2020

7 Key Takeaways from ‘Fortifying Customer Relationships During COVID-19’ Webinar. The program terms were that once a startup was deemed “profitable,” they’d start paying for their software subscription. They made the decision to offer the bootstrap program to impacted customers who may have otherwise canceled their subscription.

Payment Methods 72

Payment Methods Payment Solutions Software Review Payment Services 72

User Pilot

MARCH 7, 2024

Webinars not only educate existing users and keep them engaged but also attract potential customers seeking a solution to their problems. For example, designing an onboarding flow that helps users activate a feature relevant to their use cases sends them a clear signal: that you know what matters to them and are ready to accommodate it.

Engagement 94

Engagement Metrics Underperforming Technical Team Scale 94

User Pilot

JANUARY 23, 2023

The first strategy you can use is to tailor the onboarding process for each user persona. Segment new customers based on their jobs to be done , then trigger an onboarding flow that walks them through relevant actions. Landing new customers isn’t enough for a subscription-based business – it’s also important to retain them.

Market Segmentation 93

Market Segmentation Retention Marketing Software Review 93

User Pilot

JULY 31, 2023

The big deal is turning them into paying customers who keep renewing their subscriptions long-term. This article will show you practical strategies to crack the customer retention code and maintain sustainable recurring revenue. Implement an onboarding checklist to drive activation. But look no further!

Retention 92

Retention Strategy Marketing SaaS 92

SaaS Onboarding Emails

NOVEMBER 20, 2018

Many of the other onboarding series I’ve recorded have been delivered in the morning, but monday mostly sent emails at night. By stating that they’ll “be in touch,” the user knows there will be more information and onboarding emails to come. People love discounts, and monday would still be getting a new annual subscription.

Onboarding 40

Onboarding Software Review Entertainment SaaS 40

CustomerSuccessBox

APRIL 3, 2022

Customer onboarding provides the ideal opportunity to make a lasting first impression. Onboarding Kick off Email templates. The Customer Onboarding stage is the first step in the customer journey. The first one on the list is to kick off the onboarding journey. This is an important step in the onboarding journey.

Customer Success 52

Customer Success SaaS Payments Payment Methods Payment Services 52

User Pilot

APRIL 29, 2024

Have you participated in any of our training sessions or webinars ? For example, you could use the survey to identify your most loyal users based on subscription renewals and high engagement rates and invite them to beta-test new features. CSAT survey) Would you consider renewing your subscription? Step-by-step.

Payment Solutions 85

Payment Solutions SaaS Payments Payment Methods Payments 85

User Pilot

OCTOBER 10, 2022

To improve adoption, use walkthroughs to improve feature discovery , send in-app feature announcements , arrange webinars to guide customers, use secondary onboarding to unlock advanced features, and collect user feedback and act on it. Organize webinars to explain the new features to existing users. Wrapping it up.

Metrics 79

Metrics Strategy Underperforming Technical Team Onboarding 79

User Pilot

MAY 22, 2023

Reduce the time to value using personalized onboarding checklists. For SaaS businesses, we can define customer loyalty as the customers’ willingness to repeatedly renew their subscriptions. Then, personalize their onboarding and user experience accordingly. The more features they adopt, the more loyal they become.

Onboarding 75

Onboarding Social Media Retention Branding 75

User Pilot

FEBRUARY 22, 2024

Incorporate secondary onboarding to bring hidden features of your product to light and ensure higher customer satisfaction. Face-to-face webinars can help you unlock consistent value for your customers and improve customer retention. Drive recurring revenue : Loyal customers spend more through repeat purchases over time.

SaaS Payments 52

SaaS Payments Payment Methods Strategy Payments 52

Totango

AUGUST 23, 2022

By charting the points in your SaaS customers’ journeys, you can plan how to deliver clients’ desired outcomes and satisfying experiences that promote subscription renewals and higher revenue. During the sales process, including sales appointment scheduling, meetings and payment processes. Guiding customers through onboarding.

B2B 115

B2B Payment Methods Payments SaaS Payments 115

User Pilot

JANUARY 31, 2023

TL;DR At-risk customers are those who are showing signs of canceling their subscriptions. The main factors contributing to at-risk customers include poor onboarding process , lack of product value perception, lousy customer support, unfixed bugs, and no learning materials, resource center, and FAQs. What are at-risk customers?

Churn 95

Churn Underperforming Technical Team SaaS Payments Payment Solutions 95

ProfitWell

MARCH 24, 2020

The subscription model is booming. Almost everything is sold as a subscription, from socks to razor blades, and of course software. Without further ado, let's look at nine subscription-based companies absolutely nailing it in 2020. What is a subscription company? So why the subscription business model?

Subscription 72

Subscription Payment Features Payment Methods Payments 72

User Pilot

MARCH 6, 2024

To let users experience the product value , consider a freemium plan or free trial , and create onboarding flows to guide them to activation. When users adopt the core features, trigger secondary onboarding experiences to introduce more complex functionality. Userpilot webinars. User onboarding. PPC and social media ads.

Social Media 84

Social Media Sales Funnel Acquisition Retention 84

User Pilot

FEBRUARY 26, 2023

The customer success renewal playbook is central to keeping the incoming stream of recurring revenue flowing. Thanks to the subscription economy of SaaS companies, high customer retention is vital to staying afloat and enjoying growth. A good onboarding experience fosters trust in your brand and success with the product.

Customer Success 88

Customer Success SaaS Retention Education 88

Intercom, Inc.

JULY 1, 2020

You can also onboard and educate new customers, so they’re set up for success with your product from day one and have all of the information they need to overcome common hurdles. . Here are three tactics that have proven effective time and time again: Onboard and educate customers with Product Tours.

Customer Support 239

Customer Support Scale Education Onboarding 239

ChurnZero

SEPTEMBER 8, 2022

Training is integral to the Customer Success practice, as the TSIA quick poll, “ The Customer Success and Education Services Handshake ” found: Nearly 74% of respondents said that Customer Success introduces training during the customer onboarding process as a common practice. Accelerate customer onboarding.

Education 98

Education Customer Success Underperforming Technical Team Scale 98

User Pilot

FEBRUARY 28, 2024

You could also segment organic demo bookings versus those that attended a demo webinar or “deminar” to compare channels. This will also inform you on which features you should highlight during onboarding or in-app flows. Customer journey metrics to track in the acquisition stage Acquisition cost. Customer stickiness.

Customer Lifetime Value 91

Customer Lifetime Value SaaS Software Review Acquisition 91

User Pilot

JUNE 19, 2023

SaaS LMSs like TalentLMS, Skilljar, Docebo, Litmos, iSpring Learn, Paradiso, SkyPrep, or Blackboard allow you to create complex and structured online and blended training courses for staff onboarding and partner training. To see how Userpilot can help you onboard and educate your customers, book the demo! What are these features?

Systems Review 87

Systems Review Management SaaS Education 87

ChurnZero

JULY 12, 2019

Perhaps product problems, loss of a key user in the account, a bad use case… Sure, these are some reasons why customers may churn, but the reality is that your churn rate is deeply connected to the quality of onboarding journey your users go through. The subscription-based business model is rooted in the value your solution offers.

Scale 75

Scale Onboarding Customer Success Underperforming Technical Team 75

User Pilot

JUNE 29, 2023

Define lists for new leads who come from a particular webinar. Some use case examples are: Trigger targeted email campaigns for customers who miss an onboarding flow. Trigger in-app onboarding content in real-time depending on changes in Company/Contact properties in HubSpot. Userpilot and HubSpot integration. out of 5 in G2.

Scale 52

Scale Business SaaS Pricing 52

FastSpring

SEPTEMBER 16, 2022

Tony Markov and Todd Stellfox happen to be a sales team lead and a sales manager respectively, but they’re in the community because we recently featured them in our Pricing Strategies to Combat Stagflation live interview webinars with CPO Kurt Smith.). Voice Your Opinions. About FastSpring.

SaaS Payments 133

SaaS Payments Payment Solutions Merchant Services Software Review 133

ChurnZero

JULY 16, 2021

ESG joined us for a webinar to discuss how automation and human touchpoints can not only coexist but amplify your outreach and efforts. In the webinar, we cover: Tips for making automated messaging feel more personal and relevant. If you missed the webinar, you can watch it on-demand. Q&A Recap. Marley Wagner , Sr.

Scale 98

Scale Customer Success Onboarding Churn 98