Give customers a way out
Your SaaS onboarding checklist may feel essential to you, but many customers will find it a burden.
Offer them a chance to exit at specific points so that they can continue to use the product how they prefer. Check-in periodically to offer support and point them to DIY resources.
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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
Why onboarding is crucial for customer retention
How to measure the success of onboarding
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A Customer Service Video Tutorial
68% of individuals said they would prefer watching a video than contacting a company’s support service to solve a problem with a product. Whatever product or service you offer, your customers will be more satisfied if you provide a video to help them fix their problem as fast as possible...
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