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Whatfix

2 resources from Whatfix we point people to, and the questions each answers.

📄 Article
✓ Link checked India Free Beginner

From an Indian company whose entire product is onboarding, so the twelve practices are specific and the worked examples (Calendly, Notion, HubSpot) show what a short path to value looks like.

SaaS Customer Onboarding: Best Practices, Examples, Tools

From Whatfix by Levi Olmstead 20 min read

  • Customers are 50 percent more likely to stay loyal when onboarding is effective.
  • 63 percent of customers weigh a company's onboarding when deciding whether to buy.
  • 74 percent of enterprise organisations run a dedicated team for the onboarding experience.
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Answers I just got handed my first set of accounts. What do I actually do in the first 30 days? What does a good customer onboarding actually look like? How do I stop the sales to customer success handoff from breaking every time?
📄 Article
✓ Link checked India Free Intermediate

A six step onboarding playbook from a Bengaluru company whose entire business is digital adoption, with the distinction that matters most: users completing training is not the same as users doing the job.

Software User Onboarding: How to Cut Time-to-Proficiency

From Whatfix by Disha Gupta 20 min read

  • Forrester estimate cited: a 1,000-person enterprise can lose $10.9M a year to poor digital adoption.
  • A new software rollout can trigger a 250 percent surge in daily support tickets.
  • Defines time to proficiency as median days to complete role workflows correctly and independently.
  • Teams using a digital adoption platform report 64 percent faster time to value on rollouts.
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Answers Almost nobody finishes our onboarding flow. Is that an onboarding problem or a product problem? How do I cut time to value when the product genuinely needs setup work before it does anything useful? How do the best teams run activation as a continuous programme rather than a one-off project? We are in India selling to global users. How do the best Indian companies onboard buyers who are asleep when we are awake?
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