Creating a SaaS Onboarding Checklist
SaaS Onboarding
In order to ensure that a SaaS is easy to use, it is important to make sure that customers have an easy time getting started. The onboarding checklist should be simple to understand and includes a metric for time to value. For example, if the customer has just purchased the product, they should be able to see results in a short period of their time. A quick win can be a video user guide or a step-by-step blog post. It should also include a quick task for the customer to accomplish. If the process is too difficult, a call-out can be used to guide customers through a process.
After the user has been signed up for the SaaS, they should be able to access support, if necessary. To do this, the onboarding process should also point out all resources available to the customer. Similarly, Cipriani recommends that after two weeks, a customer success check should be performed to ensure that customers are happy with the experience. This checkup can be conducted by phone or via online surveys. Although the onboarding process might feel like an essential part of the relationship, it should not be forced on users.
To get the most from the onboarding process, a customer must prepare their mind and body. If the user is preparing to learn karate, it is not a good idea to show all the features at once. Dropbox has an in-built feature that lets users work on bite-sized tasks at a time, and it pairs checklists with these tasks to help the user estimate their progress. Humanizing saas checklist onboarding can take a few different forms. A short intro video, accessible support, and a check-in call are all good examples of these.
Creating a SaaS Onboarding Checklist
A SaaS onboarding checklist is not a one-off process. It is a continuous process that must be done over time. Following the above ideas will ensure that you’re on the right track. If you’re new to the SaaS industry, you’ll have a much easier time onboarding your customers. A simple checklist with clear expectations is a good start. All you have to do now is to create your onboarding process and get started.
Besides providing a clear onboarding process, a SaaS onboarding checklist should also highlight available resources for the customer. The first step is the introduction of the product. The second step is to provide the user with the necessary information they need to start using the software. Once the user has completed the process, it’s important to point out how to find the resources they need to use it. In other words, the onboarding checklist should point out that the users should be able to easily reach the desired outcomes.
A successful onboarding process is an integral part of a SaaS business. It educates customers about the product and helps them reach their goals. Without an onboarding process, customers will not be aware of the features of the application, and they’ll often churn without ever using the application. If you’re new to SaaS onboarding, it’s time to start incorporating these steps into your company’s onboarding.