SAAS CUSTOMER ONBOARDING PROCESS
+ get onboarding help
Here's a simple process for welcoming new software customers.
3. LEARNING TOOLS
4. SUCCESS READY
2. BASIC SETUP
5. ONBOARDED
1. NEW CUSTOMER
Welcome 👋
start 🏁
EDUCATE 📚
achieve 🏆
LAUNCH 🚀
Get setup & started
Teach the basics
Measure milestones
Send them forth
Give a warm hello
Use welcome emails, thank you gifts, & video greetings.
Begin with account profiles, billing, and first steps.
Introduce your platform & how to get most of account.
Set benchmarks to let you determine mastery of tools.
Congratulate & graduate to post-onboard experience.
+ Info
+ Info
+ Info
+ Info
+ Info
SAAS CUSTOMER ONBOARDING PROCESS
Esther Lopez
Created on July 1, 2022
Make it easy for new customers to get started and onboarded with your software with this simple 5-step process.
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Transcript
SAAS CUSTOMER ONBOARDING PROCESS
+ get onboarding help
Here's a simple process for welcoming new software customers.
3. LEARNING TOOLS
4. SUCCESS READY
2. BASIC SETUP
5. ONBOARDED
1. NEW CUSTOMER
Welcome 👋
start 🏁
EDUCATE 📚
achieve 🏆
LAUNCH 🚀
Get setup & started
Teach the basics
Measure milestones
Send them forth
Give a warm hello
Use welcome emails, thank you gifts, & video greetings.
Begin with account profiles, billing, and first steps.
Introduce your platform & how to get most of account.
Set benchmarks to let you determine mastery of tools.
Congratulate & graduate to post-onboard experience.
+ Info
+ Info
+ Info
+ Info
+ Info