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SaaS Onboarding Services

PRICING

Revamp Your SaaS Onboarding - Improve Activation, Retention, and Revenue!

Analyze

Full analysis + 3 health checkups


$1,000 / audit
Periodic user onboarding reviews identify areas that can be improved. 
29-point inspection
Discover bottlenecks to fix
Strategic recommendations
Up to 3 health checkups
Delivery within 72 hours
Discounts on Single Service Addons
*Limited to 1 per sign up flow per domain
Let's Talk

PLG Optimize

Ongoing tracking & optimization


$1,500-$3,000/mo
To grow your self-guided SaaS product, track user data to identify and optimize activation rates.
Analyze Included
Constant improvements
Track & optimize activation rates
Proactive identification of issues
Strategic recommendations
Strategy Calls (1 Hr)
Onboarding Email optimization
Discounts on Single Service Addons

*Addon needed for tracking, except if you have a CDP or data warehouse.
Let's Talk

White Glove

Enterprise customer onboarding


Starting at $30k
For products that require a demo to ensure a seamless & positive customer onboarding experience.
Full review of current process
Foundational onboarding assets
Strategic improvements
CRM integration setup
Customer facing portal setup
Team training
Throughput tracking
Let's Talk
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After only 7 months, Hellopeter implemented a new user onboarding process, based on our frameworks, resulting in a 79% increase in successful activation with a steady growth in paid upgrades to premium subscriptions.
Hellopeter

Single Service Addons

Talk to us about adding these to your order.
Additional Onboarding Email Production
Starting at $1,500

We already give you what to write but need help writing your onboarding emails? We have you covered. Based on our frameworks, you will get the following emails written and designed:

  • Welcome emails
  • Activation emails
  • Upgrade emails
  • Retention emails
  
In-app Walkthroughs & Checklists
Starting at $5,000

We will design and implement a customized in-app walkthrough and checklist that perfectly matches your brand and targets your audience in a unique way. 

  • Map out the happy path to get your users onboarded
  • Write & design personalized messaging
  • Implement the walkthrough or checklist in whatever platform you prefer
  
Guided Tracking Setup
$1,500

If you don't have tracking setup already let's get that implemented for you so we can know how to optimize your user onboarding together. 

Tracking setup uses InnerTrends.

Note: Tracking Setup Addon required unless you have a CDP or data warehouse with product analytics installed already.

  

The Breakdown

Onboarding Client Portal

Your Progress - All in one place

You are provided with a personal hub to:

  • View your new audits
  • Review your past audits
  • Request new onboarding audits
  • View your strategic framework
  • See your customer journey map
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We Made it EASY

Audit Requests, Simplified

Requesting a new onboarding audit is simple. Just click on "Request Your Next Audit" in your personal portal, and fill out a new audit request.

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Kick Things Off with an Onboarding Audit

Expert 15-20 Minute Video Analysis with Onboarding Teardown
Order your audit

Need Help With Implementation?

Your  Fractional User Onboarding Team That Helps Drive up your Onboarding KPIs

User Onboarding

Self-Serve
For Products with a Free Trial, Freemium & Self-Serve Onboarding
Learn More

Customer Onboarding

High-Touch
For Products with a Sales Driven Motion & High-Touch Customer Onboarding
Learn More
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FAQs

How do you deliver the audits?

We use a project management tool called ClickUp. Once you sign in, you'll have access to you Audits all delivered in one place, as well as the option to submit a form to order a new audit.
Do you offer a guarantee?

If you are so unsatisfied with our work that you need a refund, we are happy to accommodate that request. 
How does the PLG Onboarding Optimization service differ from the Hands on Onboarding service?

The PLG Onboarding Optimization service focuses on tracking user data to identify and optimize activation rates for self-guided SaaS products.

The Hands-On User Onboarding service can benefit high ACV products by improving the onboarding experience for customers and increasing the number of customer that can be onboarded.
I'm not sure how these services will integrate with my existing processes and technology. Our team will work closely with you to understand your current processes and technology stack, and identify areas where our services can be integrated to improve your user onboarding. We will provide clear communication and guidance throughout the implementation process, and ensure that our services seamlessly integrate with your existing systems.