SaaS Onboarding Workshop

This workshop is designed for SaaS product marketing or customer success teams to define an onboarding framework that scales.

WHAT WE DO

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

Our qualified and certified expertise in the 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 onboarding process providing worksheets and templates to help you build messaging and positioning smooth the onboarding to your platform.

 

THE WORKSHOP INCLUDES

  • 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

 

WHAT YOU WILL LEARN

The workshop will help SaaS marketing and customer success teams define a working framework for onboarding that focuses on the customer journey and what you need to take away to develop metrics that matter.

Takeaways will include:

  • a fully documented onboarding process
  • a fully documented customer journey map
  • churn rate cheat sheet
  • Data points to monitor in your data request
  • A workable 30-60-90 day gameplan

 

TO BOOK YOUR WORKSHOP

To book your buyer persona workshop please call the office on 0203 637 4426 to speak to a member of our sales team. If you would prefer to have our team get back to you, please complete the form at the bottom of the page and we will revert as soon as we can.

FAQ

How do I know that your team can deliver the workshop?

Digital BIAS have a team that has over 20 years of experience in marketing, sales and customer success. The Saas onboarding workshop is a key part of the onboarding process for Digital BIAS and we have taken this and offer it as a standalone product. Our team are certified experts in product marketing and work with a number of current clients to enhance and fulfil the onboarding strategy.

How long will the workshop take?

The workshops vary depending on the size of your business and its stage of development. Workshops can range from one day through one week in total to complete. Once we have completed the workshop we will produce your reports and any additional requested assets*.

How do we pay for the workshop?

All single option services are paid for in advance in full. A representative will be in touch to confirm the booking and pricing and then an invoice will be issued which must be settled before works begin.

Please get in touch for more info

*REQUIRED FIELDS