SaaS metrics
Onboarding
Onboarding is the first steps a new user or customer goes through, from signup to their first real result.
In SaaS it includes the signup form, the first screen, any setup, and the welcome emails. For an agency, it is the kickoff call and the first week of work. Every extra step is a place where people stop.
Good onboarding raises your activation rate and cuts churn. Sign up to your own product as a stranger, count the steps, and remove every one you can. Send onboarding emails that point to the next single step. During a free trial, onboarding is most of the sale.
Go deeper
- How to write SaaS onboarding emailsSaaSWrite SaaS onboarding emails that get new signups to their first win: pick the one action that shows your product works, send a plain welcome email and four short emails triggered by what each user did from a free Loops account, write by hand to every stuck signup every day, and fix the email where most people stop every Sunday.
- How to improve activation rateSaaSImprove your activation rate when signups look around once and leave: write down the one action that shows a new user got value, set up a free PostHog funnel, cut every step before it, watch every first session, offer a 15-minute setup call, and fix one step every Sunday.
- How to onboard a new marketing clientAgencyOnboard a new marketing client when it is just you: send one welcome email the day they sign, get access to every account without a password, fill in a 15-question form from their website, run a 45-minute kickoff, write down the starting number, and get the first work approved by day 7.
What links here
- How to write a win-back email
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