Provide a quick and achievable task
Include an easy and achievable task your customers can do during onboarding. Consider guiding them through the task with call-outs and flags.
Quick wins show customers immediate value and help them reach a milestone they can celebrate.
9
76 reads
CURATED FROM
IDEAS CURATED BY
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:
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
Related collections
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