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Your Dedicated Self-Serve PLG Onboarding Team

OPTIMIZE YOUR USER ONBOARDING

Optimize your self-serve PLG free trial or freemium onboarding with our proven SaaS user onboarding framework to find opportunities and track optimization tests.

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User Onboarding Consulting Backed by Purpose-Built Analytics

Incrementally Improve Your User Onboarding Conversions

Drive up your Onboarding KPIs. Cancel any time. 

Optimize

Starting at $1,500/mo
Onboarding Audit
User Onboarding Strategy
Advanced Full Funnel Tracking***
Advanced Client Portal
Monthly or Quarterly 1 hr Consulting Call
Dedicated Slack channel
24 Hour SLA on all requests
Unlimited Onboarding Email Revisions
Fix any broken walkthroughs
Optimization Test Management

Self-serve products with a strong data culture looking to capture the momentum of a good onboarding situation. 

*** You must have a CDP already setup. If not, you will require our tracking setup add-on before getting started.
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Looking to Build?

Build Your User Onboarding

Let Inturact build your user onboarding foundation first

What you get with Optimize

Your Fractional User Onboarding Team at a Fraction of The Cost
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Dedicated Onboarding Team
Dedicated Onboarding Team

Dedicated onboarding team that will work directly with you throughout the process
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Customer Portal
Customer Portal Access your Customer Portal with your activation dashboard, opportunities and ongoing optimization tests.
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Onboarding Mapping
Onboarding Mapping

We’ll map out your entire user onboarding process
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Event & Funnel Tracking
Event & Funnel Tracking

Identify actionable metrics, triggers, funnels and events to track
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Identify Opportunities
Identify Opportunities We dig into your data and identify opportunities to improve your onboarding, fix issues and suggest optimization tests.
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Optimization Tests
Optimization Tests We track all ongoing tests for proactively improving drop-off and your sign up to paid conversion rates.
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Get Better Onboarding

Get going with Inturact's all-encompassing onboarding service.
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Add-On Services

Talk to us about adding these to your order.
  • Tracking Setup
  • Email Writing
  • Walkthroughs & Checklist

Tracking Setup

We need clear and accurate data before we can find opportunities for optimization. If you don't have any product analytics tracking in place we will work with you to implement this prior to working on optimizing your user onboarding. 

  • Identify Actionable Metrics
  • Deliver Tracking Documentation
  • Managed Setup

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Email Writing

We already give you what to write, but do 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

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In-app Walkthrough + Checklist Implementation

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

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You may need to optimize your user onboarding if...

  • You want more users to upgrade
  • You have some data but aren't sure what to do with it
  • Small improvements would make a big impact on revenue
Start Better Onboarding

Small conversion increases can lead to big wins...

We know its tough to find the time to concentrate on optimizing your use onboarding internally. That could be due to lack of time, hands or knowledge but what if there was a dedicated team of user onboarding experts concentrating on this for you?
Higher Conversions
Increase free to paid conversions for all new and existing customers

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.

  
Increase Returning Users
Keep more of your paying user

When your users see the value of your product, they’ll keep coming back and become a loyal and active advocate of your product.

  
Increase Revenue & Profit
Achieve truely passive revenue

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.

  
Lowered CAC
Spend less money acquiring new customer

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.

  
Increased LTV
Increase the life time value of each customer

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.

  
Increased ARPA
Increase the average revenue per account

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.

  

“Since starting with Inturact, our number of leads, demos, and customers has steadily increased. They have brought a level of services that we could not have created ourselves. In summary, Inturact is our marketing department. We've been very pleased with them and plan to partner with them for a long time. "
Robert Davis President / CEO
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FAQs

How complex is the implementation process? Our team is experienced in implementing user onboarding strategies and tracking for various SaaS products. We'll guide you through the process and provide clear and concise documentation to ensure a smooth implementation.
How much time will I need to dedicate to working with the Optimize team?

We understand that our clients have busy schedules, so we work around your schedule and set up a dedicated Slack channel for communication. Additionally, our monthly 1-hour consulting calls allow us to efficiently work through any concerns or questions you may have.

The point of Optimize is to take User Onboarding tasks off your plate to free you up. 
How can I be sure that Optimize's services will work for my product? We use purpose-built analytics to identify opportunities for improvement and track optimization tests for B2B SaaS companies with self-directed onboarding. We also offer an onboarding audit to help you identify potential areas for improvement before committing to our services.
Can I cancel my subscription at any time? Yes, you can cancel your Optimize subscription at any time. We just need 30 days notice. 
How does Optimize help improve my user onboarding conversions?

Optimize uses purpose-built analytics to help identify actionable metrics, triggers, funnels, and events to track, dig into your data to identify opportunities to improve your onboarding, and suggest optimization tests to incrementally improve your user onboarding conversions.

This Onboarding Analytics layer does not replace your current tools. As long as you have a CDP, we will be able to deliver user insights. 
What services are included with Optimize? Optimize includes an onboarding audit, user onboarding strategy, advanced full funnel tracking, advanced client portal, monthly consulting calls, a dedicated Slack channel, 24-hour SLA on all requests, unlimited onboarding email revisions, optimization test management, and more.
How much does Optimize cost? Optimize's pricing starts at $1,500 per month, and we believe it is worth the investment because our proven SaaS user onboarding framework has helped numerous clients improve their user onboarding conversions and drive up their KPIs.
What type of companies can benefit from Optimize? Optimize is designed for self-serve products with a strong data culture looking to capture the momentum of a good onboarding situation.
Do I need a CDP to use Optimize?

Yes, you must have a CDP already set up, or you will require Optimize's tracking setup add-on before getting started.

We offer a tracking setup add-on service to ensure that your data is clear and accurate before we begin optimizing your user onboarding process. We'll work with you to implement product analytics tracking before moving forward.
What is a customer portal and what does it include? Optimize's customer portal allows you to access your activation dashboard, opportunities, and ongoing optimization tests.
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Your Next Steps, Start Here.

Tell us a bit about how Inturact can help and schedule a discovery call. We want to make sure we are aligned and clear about how we can best help with your SaaS onboarding needs!