Article · 20 min read

SaaS Customer Onboarding: Best Practices, Examples, Tools

Levi Olmstead · Whatfix Free Beginner India

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.

  • 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.
Open on whatfix.com ↗

It answers 3 questions

  1. I just got handed my first set of accounts. What do I actually do in the first 30 days?
  2. What does a good customer onboarding actually look like?
  3. How do I stop the sales to customer success handoff from breaking every time?

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