Onboarding Strategy

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

Rolling out the onboarding

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

  • Email campaigns
  • In-app messages
  • Set up Intercom
  • Created workflows and loaded all content into Intercom
  • Testing and go live
  • The project was concluded with a training session and handover to the in-house marketing team.

Free Consultation

Find out more and get started with a free 30 minute consultation.

This field is for validation purposes and should be left unchanged.

Experience with 175+ B2B SaaS businesses globally

Free Resource

7 Smart Ideas to Market your SaaS Business in 2023

When it comes to marketing, SaaS has its own set of rules! Get leading edge insights into marketing your SaaS business by downloading our free white paper.

7 Smart Ideas to Market your SaaS Business in 2023