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
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 can, to achieve the results they are looking for.
Keep things simple and address the challenges we mentioned earlier, so you can keep your customer success and retention levels as high as they can be.
5
43 reads
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...
4
81 reads
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 o...
6
56 reads
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...
6
47 reads
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...
6
49 reads
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...
7
78 reads
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...
7
92 reads
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.
“
Related collections
Other curated ideas on this topic:
Onboarding Metrics
When new customers begin using your product, they are not completely convinced until they start realising the value from it. Onboarding is not just about getting your customer familiar with the product.
It is also about hand-holding the customer in the initial usage which fits right in the...
B2B> B2C
B2C SaaS is limited to Individuals plans. The ability to offer Team plans is a major advantage of B2B SaaS.
- With only ~50% per year retention, these B2C SaaS businesses are effectively an arbitrage on marketing CAC (customer acquisition cost). There’s no long-term business.
- N...
Keys To Customer Retention
Businesses spend millions of dollars every year on marketing schemes to draw in new customers. As important as that is, businesses should really be looking at how to retain the customers they have. Retention is less expensive and can help maintain solid revenue streams.
There are many ways...
Read & Learn
20x Faster
without
deepstash
with
deepstash
with
deepstash
Personalized microlearning
—
100+ Learning Journeys
—
Access to 200,000+ ideas
—
Access to the mobile app
—
Unlimited idea saving
—
—
Unlimited history
—
—
Unlimited listening to ideas
—
—
Downloading & offline access
—
—
Supercharge your mind with one idea per day
Enter your email and spend 1 minute every day to learn something new.
I agree to receive email updates