SaaS Onboarding Process, Checklist, and Best Practices
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Posted Jun 19, 2023 18 min read
SaaS Onboarding Process, Checklist, and Best Practices

Over 90% of customers feel that companies could do better when it comes to onboarding new users. More than half of consumers have returned a product because they didn't fully understand how to use it.

In the software-as-a-service (SaaS) industry, onboarding is the most critical moment in a customer journey. It can make or break the relationship between a company and its users.

SaaS onboarding refers to the process of introducing new customers to a product and helping them become proficient in using it. Any reduced time to value (TTV) for new customers can lead to more satisfied users, increased retention, and higher customer lifetime values (CLV).

How do you generate a successful SaaS onboarding strategy? Below, we'll examine ten best practices you can adopt to ensure your users have a smooth transition into their new software.

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