Smooth Sailing: mastering the art of onboarding.
First impressions matter. Create a smooth and engaging onboarding experience that ensures users not only stick around, but become loyal advocates for your platform.
Authors
Our expertise –
We ran a detailed benchmark analysis.
After running several studies for Google in the past number of years, we aimed to analyse the performance of key SaaS platforms throughout the user journey.
Expanding from our onboarding research, we've created a comprehensive marketing and sales strategy tailored to B2B SaaS.
Best practices –
Make key workflows easy
Deliver value swiftly, keep users engaged with a sticky product, and avoid sales hassle
Your UI is the tutorial
Prioritize showing over telling, especially in early stages of engagement
Users are evaluating, not learning
The importance of quick time to value
Gradual feature discovery
Don't overload until they're actually customers
Personalise the journey
Continue the conversation with customers
