SaaS Onboarding Reviews

We believe the best way to learn how to improve your onboarding is to sign up for your own product.

Below we share onboarding reviews of top SaaS providers to give inspiration for what to do, and not to do.

Salesforce

In the first video of the series Userflow co-founder Esben Friis-Jensen reviews the free trial onboarding of the popular CRM Salesforce.

Align messaging
Messaging on the website and onboarding should be aligned and use words the customer would use.
Checklists and self-help guides
Checklists and self-help widgets can be a great way to onboard new users on their own time.
Avoid information overload
Showing a lot of data and popups on the initial login can confuse and overload the user with information.

HubSpot

In this onboarding review we take a closer look at HubSpots onboarding experience. HubSpot provides a CRM, Marketing automation and much more. They were one of the PLG pioneers, so a lot can be done self-service.

Ask, but not too much
Ask questions to better understand your user, but be careful with asking too many questions and keep the UI for asking clean and simple.
Onboarding hub
For larger products with many features like HubSpot, having a structured onboarding hub with checklists works well.
Action-based guides to Aha
Flows that guides the user to do something and reach a key Aha moment is more engaging than next, next, next guides.

Jira

Jira is a popular issue tracking and software development tool. They are also known for having grown through a strong Product-led motion. In this video we take a closer look at their onboarding.

Product and pricing on website
Screenshots of the product and transparent pricing on the public website gives the user a great idea about the product and its features.
Cut unnecessary steps
Review if all steps are necessary in the initial onboarding, or just adds friction. E.g. questions about upgrades could be parked.
Quickstart checklist
a minimizable quickstart or checklist works great for self-service onboarding. But make sure the tasks drive to Aha moments/Achievements.

Shopify

Shopify is a successful platform allowing small (and larger) businesses to build a strong ecommerce setup and much more. Given their audience scale they have a strong product-led motion. In this video we review their onboarding.

Simple UI/UX
A simple UI/UX for the website and app, makes it a lot easier for the customer to understand the product.
Action-based checklist
An action-based checklist that helps the user both set up a main thing and drives to Aha is powerful.
Relevant prompts
Prompts can be annoying. But mostly if they are irrelevant. Having a single relevant prompt can be valuable.

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