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.
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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.
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How to create a successful onboarding process
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