More often than not, you need to hold a new user by their hand. Some times less, some times more.
This is what SaaS customer onboarding is all about: a well-defined process that will turn your customers from WTF to FTW.
Here’s the full guide.
SaaS customer onboarding is the process of a user getting to know your solution: from your home screen to the first received value. Think of onboarding as your chance to show the user:
Some of the major milestones of SaaS customer onboarding are the welcome screen with a call to action (CTA), the sign-up process, and the platform walk-through.
And experience shows that’s exactly what makes or breaks the commitment of your user.
Navigating a new solution is always overwhelming. Especially when this solution is multipurpose.
Notion, a SaaS productivity and note-taking solution, is all about versatility and freedom for the user. But to make sure the user is not left behind with a blank document to work on, the software offers a personalized in-app walkthrough and ready-to-use templates to get acquainted with the process.
For example, once you set up a space, you get a list of useful templates, pop-up notifications that explain all additional settings, and a “Getting Started” document to explore some formatting options.
Notion’s “Getting Started” walkthrough
Since Canva, a design & editing software, is all about creativity and self-expression, that’s exactly what they promote from the very first screen.
Recently, the solution has added an interactive “Play & Learn” feature for newcomers. Designed as an interactive presentation, this feature combines two opportunities in each slide: playing around with the elements on the template and learning about the extensive functionality of the tool.
In such a way, Canva flawlessly emphasizes its core mission: to make design and editing fun for both creatives and people with no design experience.
Canvas “Play & Learn” interactive presentation
When speaking of more business-oriented SaaS solutions like CRM software by HubSpot, the primary goal is to take away the frustration and fear of complex spreadsheets and lists from the very beginning.
To make sure the user gets acquainted with the necessary features only, HubSpot integrated a personalized questionnaire to remove most non-related features. What’s more, it thoughtfully added a progress bar above to show the user it’s not a trick to commit them to a 20-minute detailed survey about their business.
HubSpot’s questionnaire
Shopify, one of the go-to eCommerce SaaS solutions, is an example of how a good onboarding checklist can go a long way.
Designed for online businesses willing to set up a digital store, Shopify helps entrepreneurs get the hassle out of building a custom website. But, to make sure the user provides all the information required to set up a successful store, the platform introduces an 8-step checklist to go through.
This way, it focuses on the fast and easy process of setting up a store and helps the user feel a sense of accomplishment every time they complete a step.
Shopify’s onboarding checklist.
Jasper, an AI-powered SaaS marketing performance solution, went beyond a simple template gallery to start with.
And that’s what helps them with the user over. Today, most solutions offer a wide assortment of templates, making it easy to get lost and choose the one you actually need.
Jasper addressed this issue by creating a short description for every prompt and template. This process facilitates the discovery process for the user and focuses on the actual issues they’ve come there to solve.
Jasper’s template gallery
Along with CRMs and other complex issues, project management SaaS solutions like Monday gain a competitive advantage by prioritizing simplicity and improving project management workflow.
Instead of showing all the possible features and columns at once, Monday does a great job offering the user to choose the essentials they need for now.
Monday’s onboarding flow
Do you remember how many SaaS applications are used by an average business? That’s right, about a gorillion. But all of these solutions don’t mean much if they don’t communicate with one another.
Slack, the well-known SaaS communication tool, got the memo and went even further. Instead of showing you the list of available integrations, the platform also provides you with an app directory that shows:
Slack’s integration directory
Customer onboarding is an important process. But, to be honest, it might be a bit more important for you than the user.
If the user skips the onboarding, they won’t think of it as a loss. You, on the other hand, lose a potential customer.
To address this issue, Calendly, a meeting booking platform, shows a time estimate for completing each onboarding step.
When you see a list of five items, you might feel skeptical. But once you know you can be done with them in less than 8 minutes, the skepticism fades away.
Calendly’s onboarding checklist
Users love education and discovery. What they love less, though, is being told what to do.
So avoid the big mistake of making the educational part of the onboarding a non-negotiable. Users feel obligated to commit to a process they have no control over. In many cases, they leave before they sense any sign of value.
To give the user more freedom over the onboarding flow, Bit.ai, an AI-powered SaaS document management and collaboration platform, offers the option to “Snooze” on the tool introduction and lets the users play around with the platform on their own and come back any time they want.
Bit.ai’s onboarding flow
Now that we know how the best players in the market succeed with their customer onboarding, let’s process the information and set a step-by-step process.
It’s all for them, so it all starts with them. Make sure you do the research and gather enough user data to know why they’re looking for a solution like yours, what they expect from this solution, and how exactly you should solve their problem.
In-depth research, as well as high-quality onboarding experience afterward, are vital aspects of any B2B marketing strategy, as they lay the foundation for higher retention rates.
Now, with all the knowledge at your disposal, turn the data into a relatable and powerful copy. Use the language your users speak and add some value to the call to action.
A simple “sign up” button might not do the trick this time. Everyone should know why they’re signing up.
The less time it takes to sign up, the less time the user has to change their mind.
If possible, opt for a Single Sign-On (SSO) scheme for the users to be able to import data directly from other accounts like Google or Apple ID.
If you’re worried a few extra questions are too much for one user, don’t be. Most will choose to answer a few personalization questions to receive a better experience. Make sure to specify their goals, industry, and preferences in terms of usage frequency or device.
Keep in mind that the more personalization your onboarding process has, the more value it promises to the user. Some HealthTech or FinTech SaaS companies even integrate an identity verification platform as a part of the onboarding flow to securely use the buyer’s data for maximum benefit.
As always, using the right tools is always crucial–tools such as:
If your solution requires more than 3-5 educational points to receive the first value, focus on live interaction. For example, if you talk about filters in project management software, let the user try these filters out immediately after they learn about it.
Otherwise, they will forget this feature ever existed and spend more time on simple and routine tasks.
Don’t be shy and show some cool tips and tricks with your solution. But don’t get too cool about it: if your user clearly states they’re here to track their daily goals, they don’t need pop-up recommendations about team collaboration tools you offer.
There is a time and place for showing your value. Otherwise, the buyers will get overwhelmed.
Yet, remember to focus on integrations and tips your users won’t find themselves. For eCommerce businesses, for example, a Shopify app detector is a crucial tool for monitoring the competition’s tech stack.
There’s nothing more frustrating than not knowing if you need to spend two or thirty-two minutes to onboard. Add a progress bar and show a checklist with the things the user should complete before actually using your tool.
They will be grateful for companies that respect their time.
Don’t make the customer onboarding process a ‘you” thing. No matter how eager you are to show them everything, let them choose silence and self-serve journey instead.
This is where user stories can come in handy. User stories help teams focus on what’s important for the user and make sure they build things that solve real problems for them.
You now know more about SaaS onboarding best practices and how some of the tech companies make it happen effectively. However, how do you put the theory into action? Hopefully, this checklist will bridge the gap and help you get started:
If you were to take one takeaway on SaaS customer onboarding, it would be this: make the journey about the user.
And if you’re looking for more opportunities to keep the user’s attention or any help with your SaaS endeavors, you can reach out to us, and see how we can help.
I write for GrowthRocks, one of the top growth hacking agencies. For some mysterious reason, I write on the internet yet I’m not a vegan, I don’t do yoga and I don’t drink smoothies.
A list with some of the best performance marketing agencies that are experts in PPC,…
Page load speed, a compelling headline, social proof, and a clear call to action. All…
AI knowledge or prompt engineering alone does not equip teams to lead in the AI…
Democratizing Innovation is the potential ability of users to develop what they need themselves. AI…
B2B vs B2C Marketing: are they that different? In some ways, yes. From price sensitivity…
Are you looking to work with one of the top B2B marketing agencies? Here's a…