User Pilot

AUGUST 10, 2023

What are some user onboarding best practices? What’s user onboarding in the first place? These are the questions that Yaakov Carno , a PLG enthusiast and the founder of Valubyl , discussed in our recent webinar. User onboarding best practices for SaaS – Yaakov Carno. What is user onboarding? What is its goal?

Onboarding 96

Onboarding SaaS User Experience Scale 96

User Pilot

FEBRUARY 3, 2023

The customer onboarding lifecycle is the ongoing process of educating users on your product and helping them achieve success with it. In SaaS, onboarding is the key to not only converting free users into paid customers but also driving long-term loyalty. Effective strategies for primary onboarding: Greet users with welcome messages.

Education 98

Education Onboarding Customer Success Engagement 98

SaaSOptics

MARCH 16, 2022

2022 B2B SaaS Trends [Webinar Recap]. In this webinar recap, you’ll see the most significant trends in SaaS pricing, subscription management, metrics/analytics, and what they could mean for your business in 2022. Run a post-mortem after onboarding so clients can provide feedback on their sales and onboarding experience.

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Trends B2B Scale Payment Features 98

CustomerSuccessBox

SEPTEMBER 30, 2021

Webinars are a condensed and easy way to find out more about a topic you like. We’ve gathered some of our favorite customer success webinars. Webinar 1 – How to Onboard Customers Remotely. Why Attend: Customers come in all shapes and sizes and their Onboarding needs to be aligned to their needs.

Scale 52

Scale Technical Review AI B2C 52

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?

Onboarding 99

Onboarding SaaS Churn Social Media 99

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

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

SaaStr

MARCH 30, 2024

We’re (for now) using Intercom for trigger-based onboarding and activation messaging, as well as customer communications and newsletters. We use Livestorm for webinars (which we’ve recently started streaming to social simultaneously), and Slingshot to warehouse and send out swag. for our podcast.

Marketing 190

Marketing ChatGPT Mobile Onboarding 190

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

Inturact

FEBRUARY 23, 2023

One of the biggest reasons for this is often a lack of focus on user onboarding. You may have read guides, attended webinars, and tried to figure it out on your own but still feel like there's a missing piece to the puzzle.

Onboarding 52

Onboarding SaaS Marketing Business 52

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

ChurnZero

DECEMBER 1, 2020

Webinars are a quick and easy way to find out more about a topic especially if you don’t know where to start. As we have a large library of on-demand webinar content in our Resources center , we often get asked by customers, which ones are the most popular and must-see to get caught up on. How to Streamline Onboarding to Reduce Churn.

Software Review 59

Software Review Customer Success Onboarding Churn 59

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

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.

Scale 52

Scale Onboarding Scaling Strategy 52

User Pilot

NOVEMBER 5, 2023

Use onboarding surveys to personalize user onboarding and increase the user’s chances of success. Create onboarding checklists for each customer segment to guide them through your product and help them achieve immediate success. One such tool is Userpilot, an excellent onboarding and data collection tool.

Scale 104

Scale Customer Success Scaling SaaS 104

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 91

Customer Success Retention Software Review Customer Lifetime Value 91

Totango

JANUARY 7, 2020

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. Best Practices for a Strong Customer Onboarding Workflow .

Onboarding 72

Onboarding Scale Systems Review Software Review 72

User Pilot

JANUARY 29, 2024

In addition to creating an intuitive interface with mental models , you’ll also need to create a carefully crafted onboarding process to guide users. Communicate your product’s value with clear instructions and use webinars to improve customer engagement. Use onboarding checklists to showcase the value of your SaaS product.

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SaaS Interviewing User Experience Onboarding 105

Intercom, Inc.

JANUARY 18, 2023

In our latest webinar , we’ve shared a three-pronged approach to help you drive retention and reduce churn. Retention is about more than onboarding. Spoiler alert: this isn’t about onboarding campaigns. For a further look into these strategies to improve retention and reduce churn, register to watch the full webinar here.

Strategy 118

Strategy Retention Churn Acquisition 118

SaaStr

FEBRUARY 28, 2022

Invest (more) in training and onboarding. While we’ve gotten better since we all went distributed, sales teams often still do some of the worst onboarding of almost any function. Start doing a weekly webinar every week. Their prospects can drive others in the org to the webinar. We call this a webinar.

Scale 238

Scale Sales Hiring Sales Enterprise 238

ProfitWell

JULY 22, 2019

Webinars never get any love. At Recur 2018, the Canadian five-time founder and “Chief Instigator” took us through the framework he uses to make webinars the number-one channel for customer acquisition at the companies he coaches. For Dan, webinars are the ultimate “high-leverage sales process.” A winning webinar method.

Marketing 41

Marketing Sales Consulting Acquisition 41

User Pilot

JANUARY 8, 2024

Host product webinars to reach your target audience Develop webinar content that educates your audience on industry trends, common challenges, and how your product addresses these issues. Unless necessary, don’t put a price tag on the webinars; just gate the entry with a lead collection form. Bynder product tour.

Acquisition 105

Acquisition Strategy Social Media Underperforming Technical Team 105

ChurnZero

APRIL 18, 2024

CustomerGuru CEO Lynn Tsoflias outlined the benefits of both high-touch and digital-focused CSMs in the webinar, Scaling Customer Success : So, what’s at the top of your list to keep for analog interactions? Resources to dig deeper: 8 SaaS Onboarding Best Practices , How to Streamline Onboarding to Reduce Churn (webinar).

Engagement 52

Engagement Onboarding Customer Success Metrics 52

ChurnZero

FEBRUARY 25, 2020

5 Signs You May Need to Revamp Your Onboarding Process. Customer retention and churn prevention starts at the beginning of a customer’s journey with your company in onboarding. Before we jump into the five signs that you might need to revamp your onboarding process, let’s first take a look at what your onboarding should look like.

Onboarding 59

Onboarding Software Review Churn Customer Success 59

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.

Onboarding 40

Onboarding B2B Advertising Management 40

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 103

SaaS Payments Management Customer Lifetime Value SaaS 103

SaaStr

DECEMBER 22, 2019

I’m currently doing this to compare the competitor’s onboarding process and features. On your webinars. Testing your onboarding. I’m currently doing this to compare the competitor’s onboarding process and features. Don’t overanalyze this. But it’s what you do. You observe. You improve.

Onboarding 101

Onboarding Software SaaS 101

ChurnZero

MAY 22, 2020

Customer onboarding has a long-lasting impact with deep ties to a customer’s likelihood to churn. Whether through automated or manual monitoring, Customer Success must remain hypervigilant during onboarding to ensure customers stay the course. Webinar]: How to Streamline Onboarding to Reduce Churn. .

Onboarding 98

Onboarding Sales Hiring Churn Customer Success 98

Totango

APRIL 4, 2024

I recently hosted a webinar with four leaders from our team to learn how they work together to bolster retention, expansion, and upsells as a truly unified CS and sales front. Read on for three key takeaways from this discussion, or listen to the no-holds-barred conversation by watching the full webinar on-demand.

Customer Success 89

Customer Success Retention Revenue Sales 89

SaaStr

APRIL 26, 2023

The three most important areas of focus almost always include: Great onboarding Content to educate customers Campaigns as a foundation The Takeaway — Invest in your team and prioritize ruthlessly. Start with a webinar on a landing page and send it out in an email. Get scrappy. It doesn’t need to be fancy. You just have to start.

Scale 200

Scale Strategy Marketing Education 200

User Pilot

JUNE 22, 2023

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. Measure customer satisfaction by triggering contextual surveys during onboarding.

Churn 98

Churn Retention Onboarding Engagement 98

ChurnZero

MARCH 31, 2020

7 Key Takeaways from ‘Fortifying Customer Relationships During COVID-19’ Webinar. No worries, if you missed the webinar, you can view it on-demand here. . Upcoming Webinar: Unpacking the Power of the Executive Business Review. Join this webinar to learn: The different types of customer reviews and when to use them.

Payment Methods 72

Payment Methods Payment Solutions Software Review Payment Services 72

User Pilot

JANUARY 9, 2023

Personalize the onboarding process according to users’ JTBD. Some helpful strategies include: Personalize the onboarding process for new customers. Nailing the onboarding process is a crucial customer retention strategy. To successfully personalize each user’s onboarding flow, you must first understand their needs.

Customer Lifetime Value 98

Customer Lifetime Value Retention Marketing Scale 98