SaaS Customer Onboarding Workshop

This workshop is designed to define an onboarding framework that solves your onboarding requirements for SaaS product management, product marketing or customer success teams.

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Tailor your SaaS Onboarding Workshop

The SaaS onboarding workshop can be designed to deliver results no matter what stage of your business's development. From early-stage startups to enterprise sales teams.

Our qualified and certified expertise in the effective onboarding of SaaS products allows our team to come together and help your business build its onboarding framework playbook.

We cover twelve different aspects of the customer onboarding process providing worksheets and templates to help you build messaging and positioning smooth the onboarding to your platform. Our approach keeps the customer experience at the heart of all decision-making.

Your workshop includes

Identifying bottlenecks in your current process
Developing your onboarding framework
Building a customer journey map
Creating a churn rate cheat sheet
Identifying your data request and what to ask for
Developing your 30-60-90 day gameplan

Our Workshop Framework

Creating a comprehensive framework for delivering a SaaS onboarding workshop involves a structured approach encompassing various sessions and experiments.

This framework is designed to ensure that participants understand the theoretical aspects of customer onboarding and gain practical insights through experiments and interactive activities.

Workshop will include:

Workshop Introduction
Understanding Customer Onboarding
Designing the Onboarding Process
Implementing Onboarding Strategies
Experiments and A/B Testing
Measuring Success and Optimisation
Workshop Conclusion
Post-Workshop Activities

SaaS Customer Onboarding Workshop

Tailor your SaaS Onboarding Workshop

Your workshop includes

Our Workshop Framework

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