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5 Successful User Onboarding Keys for Saas Startups

The difference between your dream revenue and profits as well as user numbers and your startup’s full blown failure might be in your onboarding process. Proper and effective onboarding strategies can help reduce churn, increase revenues, and help your startup break even because you will be keeping more customers as compared to the number you are losing. That signifies growth in the major numbers that matter.

For this to be done right, there are 5 keys which must be used to lead you to a successful user onboarding process. These steps are listed below:

1. Identify success patterns

You need to check your user onboarding process as existing and find out what the customers who are happy with your product are doing or saying. For instance, you would identify the features they are using or the set of actions they take from the moment of sign up to the moment of success. Identifying these points and patterns will help you create better defined processes, and replicate the patterns with new users.

2. Activation metric

Aside from identifying the success patterns, it is important to understand what a user does that indicates to you as a startup that your customer has experienced success with the product. For instance, is it at the point where they purchase an additional feature? Or when they provide feedback during their early days? Identifying what metric will tell you as a company that your customer is happy with the product is important because you will be able to lead new users towards achieving the activation metric which means you have led them to success with your product before the metric is actually triggered.

3. Integrating onboarding into the product UI

A lot of apps and Saas services have come up now that easily enable you to integrate user onboarding into the user interface. For instance, you could have a very distinct tab showing the start guide as soon as someone signs up. This is clear to the user and they will click on the guide to better understand your Saas solution and be able to achieve success with it.

4. Create a good first-run onboarding experience

Creating an onboarding experience that leaves a WOW effect with your customers is sure to get them hooked to your product as soon as possible after the sign up. It is important to identify the gaps that create a bad onboarding user experience and make them better for new users.

5. Follow-up with a good second run onboarding experience

Once the first run is done, use strategies like email re-engagement to ensure that your new users always think about you. Leaving them too long after the first-run onboarding experience might see them fade away and unsubscribe, but re-engaging them using email can be integral to keeping them for longer.

To understand more about each of these strategies, checkout: 5 Key Steps to Successful User Onboarding