Customer Onboarding Plans For Driving Adoption
An onboarding portal serves as a customized workspace designed to streamline the onboarding process for your customers. It provides easy access to essential resources, to-do lists, meeting notes, and timelines, ensuring a smooth and organized experience.
Reduce Your Customer's Time To Value
Effective customer onboarding is vital for SaaS companies, as it accelerates time-to-value and boosts retention. By helping users quickly understand and benefit from the product, onboarding increases customer satisfaction and loyalty, making them more likely to stay long-term. Good onboarding can boost retention by 15% to 30%, setting the stage for long-term relationships and increased revenue through upsell opportunities.
By providing clear communication and support, SaaS companies build trust and encourage users to explore additional features. This enhances customer lifetime value and drives revenue growth. Ultimately, good onboarding is an investment in customer success, reducing churn and fostering lasting engagement.
When you're ready to build out your customer onboarding plans, we're ready to chat.
Let's Chat About Customer Onboarding Plans Check Out The Offer
Marketing Resource
7 Email Templates For Customer Onboarding
Most brands use email for onboarding. And Arrows shares that it's a fantastic place to start, so they broke down seven of the most common onboarding email scenarios, starting with the standard first welcome email and moving through the customer journey.
Keeping Your Customer Success Team Nimble
Leveraging customer success software helps SaaS brands maintain a lean team by automating routine tasks and enhancing operational efficiency. Automated HubSpot workflows handle tasks like onboarding and communication, freeing up CSMs for strategic initiatives. Centralized data dashboards reduce manual analysis time, allowing teams to focus on high-risk accounts and personalized outreach.
Integrations with other tools streamline workflows, minimizing app-switching and boosting productivity. Advanced features like AI insights optimize decision-making and customer engagement. By automating tasks and improving efficiency, SaaS brands can scale operations without increasing headcount, delivering exceptional customer experiences while keeping costs low.
When you're ready to scale your customer list without headcount, we're ready to chat.
Let's Chat About Customer Onboarding Plans Check Out The OfferQuestions About Customer Onboarding
-
What Service Are You Offering Exactly
So there are two possible ways to work with Contineofy when it comes to building a better customer onboarding experience.
Customer Onboarding Experience Strategy
This strategy planning is a month-long sprint that maps out the current customer onboarding experience, determines the gaps and friction points, and recreates a scalable process that you're customer success teams can use to drive faster time-to-value and higher customer lifetime value (LTV).
You get all the recordings, Figma files, and documentation, so that you can then execute the new plan yourself.
HubSpot+Arrows Implementation
If you want to continue working with Contineofy, we can take the plan and execute it on your behalf and then offer training on how to use it and show you how to report on your outcomes.
-
What Will I Have When We're Finished
Once we are completed, you'll get access to several files in Miro, Figma, Google, HubSpot, and Arrows.
- A recording of the Miro brainstorming session idealizing the perfect customer onboarding experience
- A Map of your new customer onboarding flow, triggers, and handoffs in Figma
- Ideal in-app suggestions to compliment the HubSpot+Arrows onboarding plan via Google Doc
- Implementation guide of your revamped customer onboarding experience, how to use it, and report customer activities via Google Doc and Loom videos
-
How Long Does This Take To Get To Market
Most of the instances of HubSpot+Arrows, I have installed usually run 3-4 months to ensure that the onboarding system is in place, fully optimized, and can get customer feedback on their overall experience onboarding onto your platform via CSAT & CES Scoring.
-
What's The Investment Of This Service
The HubSpot+Arrows system is a month-long engagement with the outcome of turning more of your new customers into raving fans who share your platform with their colleagues. The investment is a one-time payment of $10,800 + the cost of HubSpot, Marketing Professional, ideally, Starter gives you basic functionality and Arrows Onboarding Plans, Business Level, ideally, Growth gives you basic functionality.
Want it executed and training on how to use it? At Contineofy, we can assist you in setting up HubSpot+Arrows, provide training on how to properly use it, and report on your outcomes. My retainer for execution starts at $6,000/mo.
-
How Long Will I Need Support
The HubSpot+Arrows system is a standalone service and should give you a proper foundation for scaling your customer onboarding. Once installed, should only need to optimized as you engage more with your customers and get additional feedback on what works and what doesn't but this should be something you can execute with your internal team.
If you do need assistance, we're always here for you to delegate work to, but the hope is this would be a one-and-done situation.
-
Do You Work With B2B & B2C Brands
Typically, we work with SaaS B2B Platforms focusing on industries including Marketing, Sales, Fitness, and Learning with ARR $1MM - $50MM who need help with onboarding their new clients and driving higher lifetime value by reducing churn.
-
Do You Offer Discounts For Startups
I usually don't work with early-stage SaaS brands on customer onboarding. At the early stages, the process is too chaotic, it's hard to build a mostly automated, scalable customer onboarding experience.
Ideally, once you've iterated on the customer process several times and find something that works, you typically have enough revenue (hopefully) that you'd be willing to pay full price for my services because you'll be able to drive revenue much faster once this system is in place, while at the same time, keeping your customers success team overhead low.
-
How Will I Receive Updates About Our Partnership
We operate on two-week sprints and do weekly standups with the SaaS platforms we work with. You can also contact me via Slack for more immediate responses.