Onboarding strategy and execution for Fantoo

Fantoo, at the time of engagement was a startup product and efficiency solution for businesses, built on top of Office 365. It was looking for support with onboarding, in particular the conversion rate from free trial to paid customer.

An initial in depth strategy was created that looked at:

Recommendations for the sign-up process
Recommendations for improvements to onboarding within the software
Considering the right time for a trial length and if testing is required
Creating an initial onboarding email workflow for static and behavioural based emails, for different segments
Considering and mapping where other communication is undertaken
Considering and recommending vouchers/offers that could be utilised
Developing a plan for what happens once the trial has finished
Recommending what needs to be measured
Recommending software to support the onboarding

A detailed report with a communication workflow was created and well received by the client.

On completion of the strategy Xander Marketing created the collateral to power the onboarding:

We then selected and configured Intercom and set this up for Fantoo:

The project was concluded with a training session and handover to the in-house marketing team.

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