With our proven low-touch B2B SaaS user onboarding framework, we’ll plan, build and implement an effective onboarding funnel that will increase free to paid customer conversions to help you confidently grow and scale your SaaS business.
A customer focused, value-driven onboarding funnel affects more than just trial to paid conversions-it's the foundation for a scalable and profitable SaaS business.
With an onboarding process that gets your users to see the value in your product and upgrade, all without hand holding, you'll see an increase in conversions from your existing traffic.
When your users see the value of your product, they’ll keep coming back and become a loyal and active advocate of your product.
With better onboarding, you’ll get more value out of your current leads, and be confident that any traffic you send either organic or paid will result in a positive ROI.
As current users use your product more, they’ll continue to grow and achieve success, which means there’s a bigger chance they’ll upgrade to higher plans and add more features and addons to their account.
our onboarding won’t end once they convert, it will continue to educate them on new features, tools and add ons based on the actions in your app. This will keep your customers around longer and increase their chances of upgrading while becoming a more valuable customer.
our average revenue per account (ARPA or ARPU) will steadily increase as your onboarding helps keep more customers happy and enlighten them on the value of upgrading plans or addons.
Working with TOA will insure you get a high converting onboarding process, fully implemented into your SaaS, while freeing up you and your team’s time to focus on the many other important items on your plate.
Dedicated onboarding team that will work directly with you throughout the process
We’ll map out your entire user onboarding process
Write all your onboarding emails, in-app messages and walkthroughs
Build step by step walkthroughs that will lead users to have success
Identify actionable metrics, triggers, funnels and events to track
Conduct customer interviews and work with you on customer development exercises
Help identify your ideal customer and their goals to create the highest converting onboarding process
Setup all onboarding tools you will need, including Intercom, Amplitude, Segment, App cues and Google Tag Manager
Upon completion you’ll have definitive proof that your new onboarding process is converting more free users to paying customers.
Our team will do everything to setup, track and implement your onboarding process outside of anything involving the code of your product
This is our proven 4-step process for creating a successful user onboarding funnel that will attract qualified users, convert them to paying customers, and keep them happy.
First, we’ll develop an onboarding strategy based around your ideal customer and their unique pains, frustrations and motivations. Items include:
Next, we’ll create your new onboarding funnel and content. This includes:
After the content is created, we’ll implement it into your product. Note: Any items requiring access to your product code we will work directly with your dev team to implement.
After your onboarding funnel is setup, we’ll review and optimize it.
We're a team focused on building the highest converting customer-centric user onboarding experiences for SaaS companies.
Call or email us, we're always happy to help.
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