Create an onboarding schedule - Deepstash
Create an onboarding schedule

Create an onboarding schedule

SaaS onboarding often takes about two weeks. The first week is for completing forms and collecting information, and the second week is for training and walkthroughs.

Consider what elements your onboarding should include and plot them on a timeline—for example, welcome messages, product walk-throughs, and guided tutorials. Always be proactive. Don't let people wait for your next email, message, or call.

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vikell

Amenity horticulturist

Effective customer onboarding is vital in a SaaS business as it helps to educate customers on using the product and help them see the value. An onboarding checklist can help to set customers up for success.

The idea is part of this collection:

Onboarding Matters

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

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