10 best practices from 160 SaaS onboarding process

Onboarding new customers is challenging.

The bounce rate is your biggest enemy and makes you lose a ton of cash.

We had this problem

So I analyzed the onboarding process of 160 SAAS to unveil the best practices.

You won't have to do it.
I did it for you. 👇

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1. Your onboarding is made for one thing: demonstrate ASAP the value of your product to your target

It's not about showing all the features at once

It's about showing THE feature that REALLY matters to them

What they came for

Inspiration: @hirson at @DocuSign

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2. Keep it simple - Remove frictions at all cost

  • Be minimalist
  • Use Multiple Choice Questions / Boxes to select when possible
  • Don't overcharge the screen
  • Do more steps, with fewer questions on each step

Inspiration: @mninness, @scottyim at @squarespace

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3. Stay Attractive

  • Use Visuals
  • Gifs / Videos
  • Progress of the Sign up process (Step X/3), Loading Wheel

Inspiration: Look at the work of
@mayanjb at Notion, @GuillaumeMbh at @lemlist , and
@DylanFeltus at @ConvertKit

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4. Know your customers

  • Learn about their Company (Size / Sector / Funding Stage)
  • Learn about them (Department / Role / Years of Experience)
  • Where did they hear about you? (Attribution)

Inspiration: @farbodsaraf , @AlmeidaVentures at @MiroHQ

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5. Identify the reason why they're using your app

  • Helps you to adjust the positioning of your landing page
  • The GOAL + Details collected on your customers will help to define better your user stories + build dedicated LP (and improve conv. rates)

Inspiration: @Leadpages

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6. Gamification

  • Give free perks (free days of trial) if some tasks are achieved
  • Provide interactive tutorials if your app needs some training

Inspiration: @vsodera and @k3tk1 at @Superhuman

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7. Show your emotions

  • Once you asked their name, repeat it later on in the onboarding process
  • Show your customer that you understand their pain to go through the onboarding process

Inspiration: @mikkelsvane and @3en at Zendesk. "We're almost there", "One step left", Great!

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8. Help them to see ASAP the value of your product

If necessary, create a dedicated "in-depth setup process" that they can do later

If an implementation is needed, guide them through it

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Inspiration: @pieterbeulque and @martinrariga at @Baremetrics : List sorted by popularity of the tool, and its logo to identify easily which one needs to be selected

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@_brittlayton at @loom : I love them.

Look how it looks easy.

One button.

That's it.

They really nailed it.

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9. If your product is complex, innovate


@andrewmason at @DescriptApp has done the most amazing job in that regard.

@DescriptApp helps to edit podcasts, directly from a transcript. They made it perfect UX wise

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That's it!

I would like to thank @ramykhuffash from @PageFlows

I didn't have to register on all the SaaS to get all these insights.

Why?

Because he recorded all the flows of the main SaaS of the market. I really recommend you to sign up! It's a must-have.

Thanks for the support @monicalent 😎😊