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. 👇
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
Inspiration: @mninness, @scottyim at @squarespace
Inspiration: Look at the work of
@mayanjb at Notion, @GuillaumeMbh at @lemlist , and
@DylanFeltus at @ConvertKit
Inspiration: @farbodsaraf , @AlmeidaVentures at @MiroHQ
Inspiration: @Leadpages
Inspiration: @vsodera and @k3tk1 at @Superhuman
Inspiration: @mikkelsvane and @3en at Zendesk. "We're almost there", "One step left", Great!
If necessary, create a dedicated "in-depth setup process" that they can do later
If an implementation is needed, guide them through it
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
@_brittlayton at @loom : I love them.
Look how it looks easy.
One button.
That's it.
They really nailed it.
@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
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 😎😊