The Best Ways to Improve Your SaaS Onboarding Process

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Onboarding optimization, when taken seriously, is a multi-faceted operation that lasts for months. Some thoughts on how to optimize the process and make it more effective.

Transcript of The Best Ways to Improve Your SaaS Onboarding Process

  • 1.The Best Ways to Improve Your SaaS Onboarding Optimization Process by iridize (background image source)

2. A well designed SaaS onboarding process will ensure that customers learn, adopt, and continue to use the platform long after the initial sale. 3. Think of it as turning the usual user adoption process into a natural learning experience. 4. There is a science to effective user onboarding, and the first rule of it: plan for the long haul. 5. Onboarding is about seeing an entire process through, with the final conversion in mind all along. Image source 6. Lets start with your Analytics 7. Identify the bottlenecks that need tweaking, in terms of UX or the workflow. 8. Next Training that Makes Sense 9. Dont be tempted to go for lean training solutions there is no replacement for thorough, professional training, on any software. 10. Accessibility of information 11. Make sure information is available and easily accessible. This also goes for info on new features, guides, FAQ and knowledgebase solutions. 12. Ask us more about iridizes onboarding solutions. 13. Why Iridize Mobile?We Hope That Was Helpful! Read more about onboarding solutions at Or request a demo at