Top user onboarding strategies one must know in 2022!

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Almost everyone constantly uses at least one app on their mobile device. This is mostly because these apps deliver a positive user experience and are helpful to you. What’s fascinating is that these apps always make an impression because of their exceptional onboarding processes. In the B2C industry, “customer onboarding” has been a mainstay of the customer lifecycle for ages. The importance of efficient and effective customer onboarding is magnified for SaaS companies. Many subscription-based businesses employ SaaS onboarding software to gauge a customer’s loyalty within the first few days of using their product.

So, what exactly is SaaS customer onboarding?

Customer onboarding refers to the steps taken to provide a smooth transition for new users to your product and/or service. Helpful instructions, detailed training, ongoing support, and recognition of the customer’s progress as they use your product or service are all hallmarks of an excellent customer onboarding program.

Below are the top user onboarding strategies for SaaS business

To the point and focused:

Customers should feel confident in their decision to use your product and be pleased with their experience as early as possible. This is what effective user onboarding is all about. Since this is the case, your onboarding process must be tailored to the specific requirements of your consumers. What are their most immediate worries, and how can you address them right away?

  • It’s essential to keep the registration process simple.

The onboarding begins when a user signs up for your product’s free trial. Don’t bother them with irrelevant questions. Requesting more information than is strictly necessary is unpleasant. Once consumers have a greater emotional investment in your product, you’ll have a better opportunity to learn more about their experiences with it.

  • Set reasonable goals

Segment the onboarding process into parts and manage your clients’ expectations with timeframes and a progress meter if your product is complicated. If your clients travel through a maze of hurdles before they can perceive the benefits of your product, they’ll likely abandon the ship. Your goal should be to provide customers with a detailed and simple road map that precisely explains what they can expect at each step. It could take the form of a timeline or a checklist. Seeing their progress as they learn to use your product’s features would be very helpful. Ideally, this would be accompanied by a set of easily defined metrics.

Conduct regular analyses of the competition:

Improving your product by learning from the successes of your rivals is a proven strategy. Before you create your client onboarding procedure, research the content and features of your competitors. Analyze their approaches and features to determine where they excel and fall short, and then use that knowledge to inform your client onboarding tactics. Moreover, review the in-app experiences, the feature navigational flow, and the responsiveness of the market leaders’ support teams as you use their free trials. Take the time to read their articles to gain insight into their content marketing strategies to increase product uptake. You should, however, try to learn from their experiences and adapt to their situations.

Do Your Study or Research:

A good rule of thumb for anyone working in sales or marketing is to spend as much time preparing for interactions with customers as they do talking to them. Researching each buyer persona is crucial for gaining insight into a customer’s specific problems, frustrations, and desires. It’s also likely that newer clients have not yet developed a strong trust in your company’s products and services. The best method to gain their confidence is to study their company, field, and team members so you can understand what they’re talking about and join the conversation. 

Through professional networks like Linkedin and company profile sites, you can quickly and easily learn everything you need to know about the businesses and individuals you will be interacting with. You can better prepare for your meeting with the company’s decision-makers by researching the company and its employees and developing a perfect-world strategy. This is useful if you get sidetracked or need to be more directive in your talk.

Create a brief yet informative product tour:

Provide outstanding direction to the newly logged-in user. Instead of highlighting the qualities and benefits your product offers, emphasize the issue it was designed to address. Maintaining that interest is much more difficult than first generating it. While many people might be interested in trying a product for the first time, most will abandon ship after the complete registration procedure. A customer onboarding framework’s primary purpose is to get new customers to use your product and to help existing customers get the most out of it. Make sure your product tutorials cover all the bases so your prospects and customers can learn to use your service without help from your onboarding or customer success teams.


These simple onboarding strategies may improve your customer experience in your product’s first three months. You can help your clients quickly accept your product and realize its full potential by taking a proactive, customer-centric approach. Don’t let a subscriber you worked hard to gain drop off your list. You can improve client retention and decrease churn by employing onboarding strategies right now. It will assist your sales force in becoming more effective and put you on the road to building long-term, mutually beneficial connections with your customers.

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