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Below we share onboarding reviews of top SaaS providers to give inspiration for what to do, and not to do.
In the first video of the series Userflow co-founder Esben Friis-Jensen reviews the free trial onboarding of the popular CRM Salesforce.
Messaging on the website and onboarding should be aligned and use words the customer would use.
Checklists and self-help widgets can be a great way to onboard new users on their own time.
Showing a lot of data and popups on the initial login can confuse and overload the user with information.
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 questions to better understand your user, but be careful with asking too many questions and keep the UI for asking clean and simple.
For larger products with many features like HubSpot, having a structured onboarding hub with checklists works well.
Flows that guides the user to do something and reach a key Aha moment is more engaging than next, next, next guides.
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.
Screenshots of the product and transparent pricing on the public website gives the user a great idea about the product and its features.
Review if all steps are necessary in the initial onboarding, or just adds friction. E.g. questions about upgrades could be parked.
a minimizable quickstart or checklist works great for self-service onboarding. But make sure the tasks drive to Aha moments/Achievements.
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.
A simple UI/UX for the website and app, makes it a lot easier for the customer to understand the product.
An action-based checklist that helps the user both set up a main thing and drives to Aha is powerful.
Prompts can be annoying. But mostly if they are irrelevant. Having a single relevant prompt can be valuable.
Zendesk is a popular SaaS platform for customer support and has also over time added additional products like a CRM. In this video we take a closer look at their product-led onboarding experience.
A website demo can be great for showing the product before a user does the free trial. But make sure it leads to Aha.
Asking for email/contact info to see a simple website demo can scare away users who just want an initial idea of the values of your product.
If you have a complex product, simplify by asking about use case and making a structured self-serve checklist.
Stripe is a successful payment processing SaaS. They are known for their beautiful design and developer friendly product. In this video We dive into their onboarding.
Focus the website on your key Ideal customer profile. Stripe e.g. has a specific main page for developers.
Even in complex products, it is great to show off some initial easy to see Aha moment.
Ask your user about key use case to better tailor the onboarding the invidual users needs.
Figma is a very popular SaaS tool for designers. They are known to have grown quickly through their freemium model. In this video we look closer at their onboarding.
Align the design of the website with the product experience to create a seamless experience.
A nice blank landing page is beautiful, but can also be too much of a blank slate.
Next, next, next tours are not very engaging. Instead drive the user to do something and get to Aha.
Miro is admired for their product-led onboarding. In this review we dive into it, to see if they live up to the expectations from our perspective.
Actual product screenshots and illustrations are great for showcasing the product.
Asking about role and use case in the onboarding is great for creating personalized onboarding.
Make sure to drive the user to relevant Aha moments. Often driving creation is better than explanation.
Quickbooks is one of the most used accounting tools in the US. This onboarding review takes a closer look at their onboarding.
Make the CTA your free trial or freemium, so users can experience the value before buying.
A free trial or demo with too much demo data, and no guidance will create more confusion.
Asking for a phone number, credit card and similar before a user has tried the product creates friction.
All SaaS businesses should review their own onboarding on a regular basis. In this special edition of the SaaS onboarding reviews, we do exactly that by taking a closer look at Userflows own onboarding.
Drive the user to reach their first aha moment quickly, by guiding them to create/do something real.
Use empty states to provide information and attract the user to use a certain feature.
Using hotspots with a tooltip to give information about the product is an effective and subtle way to onboard.
Try the most-loved user onboarding product on the market,
and see what everyone’s talking about.
No installation required - start building in your own app immediately. The first 14 days are on us.
