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10 Tips for Crafting a Killer Onboarding Process

Figuring out how to structure onboarding can be a challenging task, whether you’re crafting the process from scratch, or revising an already established practice. We were curious about what top SaaS platforms like MailChimp, Hubspot, MixMax and more do to onboard and educate new users, so we conducted a trial by signing up for a new account with each platform. The result? – this compilation of the ten best tips and strategies to make customers feel important, and get them to first value in as little time as possible.

This guide includes best practices for:

  • Presenting your value proposition
  • Welcoming users personally at scale
  • Structuring a product tour
  • Setting expectations and sharing resources effectively
  • Tapering off contact using automation & much more!
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