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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