Learn more about business with this collection
How to create a successful onboarding process
Why onboarding is crucial for customer retention
How to measure the success of onboarding
Not Asking For Feedback
Any service entity should always collect user feedback. Forget waiting for users to come to you. Ask them about what they thought of the onboarding process. You can do something as simple as requesting they tell you how helpful it was, on a scale of 1 to 10.
You could also ask them if the onboard process made it easier to understand how to use the product to achieve their goals. Beyond this type of feedback, look at user behaviour, identifying exactly how users are interacting with your product while using it.
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MORE IDEAS ON THIS
Customer Onboarding Challenges
No matter who you are, your product’s onboarding process will likely have issues. Regardless of how great your product is and how well it’s positioned to become the killer of a more popular one on the market, if the onboarding process is complicated, it won’t matter.
We are going to go ove...
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Not Having A Tailored Approach
Different users have different skill levels and different needs. This means the onboarding process should not take a one-size-fits-all approach. There will be different needs, skills, and capacities among users. When you take the lazy approach, it can slow down the momentum that users have initia...
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It Takes Too Long to Achieve ‘First Success’
A study has found that the shorter the time is from a customer getting onboard to them achieving their first success, the higher the likelihood of them continuing to use the product for the long-term. You can improve the time between onboarding and first success by ensuring each step during onboa...
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A Cluttered Interface
While choice is nice to have, when there are too many, people get overwhelmed. Interfaces that are too cluttered will cause a headache more than anything. Showing tons of options to a user before they have gotten familiar with a product will potentially turn them off from delving into it any furt...
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SaaS Customer Onboarding
People these days demand simple products for solving complex problems. To stay competitive, you need to cater to those demands. Not all companies get this, which can put you ahead of a sizable number of SaaS businesses.
Did you know that between 40% and 60% of everyone that signs u...
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The Bottomline
You need to always remember that your customers are human beings who have real problems they are looking to solve. This means they are not going to have the time to go through a complicated SaaS customer onboarding process. They simply want to start using the product successfully as soon as they ...
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CURATED FROM
IDEAS CURATED BY
We go over the top challenges in SaaS customer onboarding so that you can increase your SaaS customer retention levels.
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Other curated ideas on this topic:
Four Key Factors that Impact Retention
Focus on new users and the initial experiences they have with your product.
To create a great first impression:
- Run experiments on user onboarding.
- Personalise your sales process.
- Incorporate feedback loops.
Target better user...
A Cluttered Interface
While choice is nice to have, when there are too many, people get overwhelmed. Interfaces that are too cluttered will cause a headache more than anything. Showing tons of options to a user before they have gotten familiar with a product will potentially turn them off from delving into it any furt...
Manager Tool’s Feedback Model
A simple template for giving effective feedback that ensures you’re hitting all the right points, that goes like this:
- Ask to give feedback.
- Tell them "You did X. It caused Y."
- If you’re giving positive feedback, say "Good job."
- If you’re gi...
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