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?

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Onboarding SaaS User Experience Software 145

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.

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Onboarding Engagement Retention Software 96

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

Casey Accidental

OCTOBER 8, 2018

I recently spoke at Segment’s Synapse conference on onboarding. It 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.

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Onboarding Retention 45

Casey Accidental

OCTOBER 8, 2018

I recently spoke at Segment’s Synapse conference on onboarding. It 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.

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Onboarding Retention 40

CustomerSuccessBox

MAY 25, 2022

While keeping your clients satisfied can feel like a challenge at times, churn is frequently caused by mistakes in the onboarding process. You’ll see higher retention and upsell with a good and well-planned onboarding strategy in place. Suggested Read : The Ultimate Guide to Customer Onboarding. Set realistic expectations.

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Onboarding Underperforming Technical Team SaaS Social Media 52

Intercom, Inc.

MAY 1, 2019

This is a story of climbing uphill for Product Tours , our recently launched onboarding tool. A high-quality customer onboarding experience is crucial for long-term growth of a business. A high-quality customer onboarding experience is crucial for long-term growth of a business. Starting in broad strokes. View-only tours.

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Onboarding Interviewing User Experience Engagement 143

CustomerSuccessBox

JUNE 21, 2022

The general agreement is that successfully onboarding a customer on a B2B SaaS platform involves ensuring the customer knows how to use your product. Yet, it’s often easy said than actually done, especially, when you’re looking for Customer Onboarding at Scale. 8 Best Strategies for Customer Onboarding at Scale.

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Scale Onboarding Scaling Strategy 52

SaaStr

OCTOBER 25, 2023

Leveling Up PLG to Accelerate SMB Customers, Including More Attention to Onboarding I love seeing this, it can seem hard to invest heavily in small customers, but if you don’t especially invest in onboarding, that’s a big shame.

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SMB AI Onboarding Cloud 238

Baremetrics

JUNE 26, 2020

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?

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Onboarding SaaS Churn Social Media 99

CustomerSuccessBox

OCTOBER 2, 2019

Of course, in not providing an effective onboarding experience to your customers, you leave their success up to chance. Your goal, then, should be to develop a proper user onboarding process that ensures your new users can accomplish what they set out to do with your software—and more. Let’s get started.

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Onboarding Strategy Churn Engagement 88

OpenView Labs

SEPTEMBER 17, 2020

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. Is this your situation? Manage expectations.

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Onboarding SaaS Business Model User Experience 94

Totango

MARCH 12, 2019

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.

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Onboarding Software Review Social Media Churn 80

SaaS Onboarding Emails

MAY 23, 2019

Onboarding Need a template for a SaaS or B2B onboarding email? Use momentum to present the first step. 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. SaaS Email Template?—?Onboarding Set expectations.

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Onboarding SaaS B2B Marketing 40

Tom Tunguz

OCTOBER 26, 2020

Thinking through that presentation and reflecting on some recent conversations, I’ve changed my belief. Attract a customer, engage them, sell them a contract, onboard them, ensure they achieve their objective. Attract a talented candidate, engage them, hire them, onboard them. The superior mental model is a cycle.

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Startup Onboarding Metrics Enterprise 279

SaaS Onboarding Emails

FEBRUARY 28, 2019

Use Pipefy with tools you love Sender Name: Team from Pipefy Send Time: Day 15, 8:15 PM CST Objective/Content: Introduce integrations CTA: My Account Weaknesses: I think there’s so much more value and power in the features Pipefy is presenting than the way they’re being presented. :( Yes, they touch on the benefits a little bit.

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Onboarding Systems Review Software Review B2B 40

Aysling

JANUARY 19, 2021

Whether you’re a software/IT group, a company that offers engineering or architecture services, or even a marketing/advertising agency, you no doubt have something of an “involved” or “complicated” client onboarding process. Not-so-humble brag: we’re really good at client onboarding. Aysling tips for top-notch client onboarding.

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Onboarding B2B Advertising Management 40

BetterCloud

NOVEMBER 11, 2021

To keep up with all the churn, IT team members are spending hours on tedious, repetitive onboarding and offboarding tasks. Zero-touch offboarding and onboarding will free up hours of staff time every time someone joins, leaves, or changes job title or department.

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Onboarding Churn Management SaaS 52

SaaS Onboarding Emails

NOVEMBER 26, 2019

is all about targeted emails and triggered push notifications, so I was curious to see what their onboarding email sequence is like. I also like that the onboarding specialist is explaining how they can help. Feature Spotlight Subject Line: Nudge users from TRY to BUY with onboarding emails Sender Name: Success at Customer.io

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Onboarding Scale Retention SaaS 52

User Pilot

APRIL 16, 2024

So if there's a substantial drop in engagement during the onboarding process, you can immediately know that you need to streamline your onboarding process to make it more user-friendly or interactive. This means creating two different versions of in-app content ( announcement , onboarding tutorial, etc.) Take notes.

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Strategy Customer Lifetime Value Onboarding User Experience 105

SaaS Onboarding Emails

JANUARY 8, 2019

Just in case the limitations presented just can’t be handled, Zoom provides a handy-dandy “upgrade now” button. After I failed to show, there was also a “Zoom User Onboarding?—?We Send me an email at steph@stephknapp.com Ready to create or upgrade your SaaS onboarding email series? We Missed You!” I’d love to chat!

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Onboarding Software Review SaaS Software 40

Sales Hacker

AUGUST 7, 2020

When it comes time to book a speaker for your next panel, presentation, or podcast there’s a lot to consider. Fortunately, more organizers than ever before are consciously seeking out female sales experts for panels, presentations, and podcasts. Onboarding & Enablement Manager – Solutions Engineering. Daphne Valentino.

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VP of Engineering Sales Recruiting Sales Hiring Payment Services 121

User Pilot

APRIL 7, 2024

More importantly, we show you how to find the Aha moment for your product and design onboarding experiences that lead to it seamlessly. For each potential Aha moment, design an onboarding flow and test them side-to-side in A/B tests to select the one that leads to the most conversions. That’s what this article explains.

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Management Underperforming Technical Team Onboarding Churn 52

SaaS Onboarding Emails

DECEMBER 11, 2018

Have questions about SaaS onboarding emails? Send me an email at steph@stephknapp.com Ready to create or upgrade your SaaS onboarding email series? Download What to Include in a 14-Day Onboarding Email Series (And When to Send Each Email) here. The benefits mentioned started off as ways to seek reward. I’d love to chat!

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Onboarding Banking Technical Review Finance 40

User Pilot

OCTOBER 6, 2023

TL;DR A product demo is a video or interactive presentation that demonstrates a product’s features and benefits. To determine the type of product demo you need, you must consider your approach to growth marketing ( sales-led vs. product-led) , the complexity of your product, and your onboarding method (high or low touch).

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Onboarding Software Review Transportation Engagement 105

SaaS Onboarding Emails

NOVEMBER 27, 2018

By aligning the email content with the progressing customer onboarding experience, the information would deliver greater impact. Have questions about SaaS onboarding emails? Send me an email at steph@stephknapp.com Ready to create or upgrade your SaaS onboarding email series? Instead, most of the emails felt random.

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Onboarding Customer Support SaaS Branding 40

ChurnZero

OCTOBER 25, 2019

Q&A: Rethinking Customer Onboarding to Accelerate Success. . Increasingly, Customer Success teams talk about helping customers successfully achieve their desired business outcomes, yet they do very little during onboarding to help customers achieve the results they require. Where do you fall? Q&A Recap.

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Onboarding Technical Review Systems Review Customer Success 49

Andreessen Horowitz

MARCH 26, 2024

Software and robotics, for example, have always presented immense potential to automate repetitive mundane tasks that humans perform, freeing them up to do more valuable work. An enduring promise of new technologies is to find ways to increase human productivity. We’re quick to think of time and cost savings, but the impact is much larger.

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Investment Healthcare AI Business Model 121

User Pilot

APRIL 8, 2024

The latter is less user-centric and relies on the sales team targeting the key decision-makers and nurturing them with sales pitches, presentations, and demos , to secure an enterprise deal for the whole organization. Provide onboarding experiences personalized to unique user needs to reduce time-to-value.

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Strategy Business SaaS Customer Lifetime Value 100

User Pilot

AUGUST 28, 2023

Providing teams with detailed instructions for presenting the brand consistently, including brand assets like logos and colors. For example, how the customers feel about the customer service interactions or the onboarding process. Maintaining core brand elements across various platforms to offer a familiar brand image.

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Branding Onboarding Social Media Development 98

ChurnZero

APRIL 18, 2024

Consider these three high touch + automation combos to test and apply: 1: Onboarding Analog / High-touch: Schedule and conduct a new customer welcome call. Resources to dig deeper: 8 SaaS Onboarding Best Practices , How to Streamline Onboarding to Reduce Churn (webinar). Want to find out more about digital customer success?

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Engagement Onboarding Customer Success Metrics 52

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 Role of Onboarding. Does this sound surprising to you? Provide Value.

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Scale Onboarding Customer Success Underperforming Technical Team 75

User Pilot

JULY 11, 2023

We’ll also share and summarize 12 videos so you can get into user onboarding, customer service, and retention—right now. TL;DR The best customer experience videos about user onboarding include: A Userpilot video about SaaS onboarding (with an AI-generated avatar). Malewicz’s take on mobile onboarding screens.

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Technical Review Onboarding Mobile Retention 97

User Pilot

OCTOBER 2, 2023

You can improve user onboarding with generative research by conducting interviews, usability testing, and user journey mapping to uncover issues. Concept testing involves presenting users with a preliminary version to gather feedback. Decide which new feature to work on by using in-app surveys with open-ended questions.

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Interviewing Benchmarks Innovation Onboarding 105

User Pilot

OCTOBER 26, 2023

Personalized onboarding allows users to learn how to use the product and reduce time to value. Aspiring PLG companies have to resort to sales tactics like product demos and presentations to acquire customers. Start onboarding with a welcome survey and use the responses to tailor the onboarding journey for different user personas.

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Outsourcing Services Onboarding Customer Support Customer Lifetime Value 103

User Pilot

MARCH 4, 2024

Progressive disclosure Progressive disclosure means strategically revealing information in stages, presenting only what the user needs at a particular moment. This onboarding approach enhances engagement and drives product mastery because users learn by doing. That’s a sign that your onboarding may be too complex.

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Data Analysis Data Construction Interviewing 105

ChurnZero

DECEMBER 21, 2022

Presented by: Dave Kellogg , principal, Dave Kellogg Consulting. Presented by: Ryan Johansen , a stress management consultant who trains CS professionals on becoming top performers without burning out. 3/ Drive customers to value during onboarding, at scale. Customer onboarding is so much more than implementation.

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Customer Success Scale Underperforming Technical Team Benchmarks 98