How have you designed your SaaS customer onboarding?

Daniel Zaitzow
11 replies
What's your approach to post sign up user flow (in app)? How do you evaluate its effectiveness and beyond that how are people grading if users like the onboarding experience?

Replies

AR Imtiaz
Just did a few days ago again, Our approach for all our products and client projects was to first understand what information we were trying to feed our users and what information they need. We refined those and created a content and input process. After that, we created wireframes and conducted user tests on zoom calls and see if users faced any friction. If everything goes all we start to put on visual element's according to the brand identity/
Daniel Zaitzow
@arimitaz very neat! What type of product/service was this for?
AR Imtiaz
@dzaitzow my recent client projects were a stock management, and a remote-team management products
Alex Shilin
Talk to first customers to design it and tune as we go. Metrics help to identify problems but you need to get to OK volume first.
Daniel Zaitzow
@alex_shilin - What metrics are you typically looking at - drop offs? abandons?
Alex Shilin
@dzaitzow lets say you have 5 steps onboarding process. If you see a drop-off on step 3 you need to analyse why. What happens on step 3 that make people to drop-off. You may change a message; crate 2 version and A/B test it. Or, split this step in 2 to make people click through in smaller steps than "climb a cliff".
Wyatt Feaster
@dzaitzow usually drop off rates on specific pages and session duration can tell you a lot.
Daniel Zaitzow
@wyatt_feaster great to know!
Wyatt Feaster
Yup! depends on your goals. First, you need to find out what is the most important to the business and what is the most important to your users. Sometimes these can be the same things sometimes different. This will help you to understand what things to look for and ask users when they are walking you through the onboarding. For example. Let's say you are trying to get users to understand how the product works then you could do the following. Get them on a call and walk through the onboarding process with them. Let them go organically through each screen and talk out loud, then right before they reach the actual landing page of the product ask them to explain to you how the product works. See if what they expect matches how you want them to understand. Just one example, but you get the idea. Happy to provide insight if you have a specific problem.
Wyatt Feaster
@dzaitzow Whatever way you can reach them. Ideally, get them on a Zoom call for like a 20-minute session and do it with them live.
Daniel Zaitzow
@wyatt_feaster Super helpful! Do you typically ask for feedback on those experiences via email or in app?