[{"data":1,"prerenderedAt":234},["ShallowReactive",2],{"blog-category-customer-onboarding-1":3},{"posts":4,"pagination":172,"availableTags":175,"currentTag":190},[5,47,70,101,129,151],{"id":6,"uuid":7,"title":8,"slug":9,"html":10,"comment_id":11,"feature_image":12,"featured":13,"visibility":14,"created_at":15,"updated_at":16,"published_at":17,"custom_excerpt":18,"codeinjection_head":19,"codeinjection_foot":19,"custom_template":19,"canonical_url":20,"tags":21,"authors":34,"primary_author":40,"primary_tag":41,"url":42,"excerpt":18,"reading_time":43,"access":44,"comments":13,"og_image":19,"og_title":8,"og_description":18,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":45,"meta_description":46,"email_subject":19,"frontmatter":19,"feature_image_alt":19,"feature_image_caption":19},"6a348566a7148700019806d6","3fa5cf58-920b-4c21-9f84-92a11567a778","How ChatGPT Can Be Used for User Onboarding","how-chatgpt-can-be-used-for-user-onboarding","\u003Cp>The user experience during the user onboarding phase is crucial. It determines whether the user stays or goes and affects the perception of your brand. Every business knows the importance of user onboarding.\u003C\u002Fp>\u003Cp>One of the easiest and most effective tactics businesses can use to improve user onboarding is\u003Ca href=\"https:\u002F\u002Fchat.openai.com\u002F?ref=blog-api.saastube.io\" rel=\"noopener noreferrer nofollow\"> \u003Cu>ChatGPT\u003C\u002Fu>\u003C\u002Fa>, a \u003Cstrong>generative AI\u003C\u002Fstrong> tool. ChatGPT is already helping businesses with employee onboarding for various job roles, smoothening the employee onboarding flow.\u003C\u002Fp>\u003Cp>When it comes to\u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fblog\u002Ftop-5-user-onboarding-examples\u002F?ref=blog-api.saastube.io\" rel=\"noopener noreferrer nofollow\"> \u003Cu>user onboarding\u003C\u002Fu>\u003C\u002Fa>, ChatGPT helps streamline and personalize processes to ensure better user experiences. ChatGPT works with natural language processing (NLP), a subset of artificial intelligence, to understand text input. It then generates meaningful responses depending on user prompts.\u003C\u002Fp>\u003Cp>By executing a costly and time-consuming onboarding\u002Fsetup for them, it enables to assist customers even when we are not seated directly next to them. It's a fairly clever method to help prevent a UX dead-end, where the user is at a loss on what to do!\u003C\u002Fp>\u003Cp>In this blog, we'll explore how ChatGPT is transforming the way companies introduce their products to users, enabling higher adoption rates, improved customer satisfaction, and long-term loyalty.\u003C\u002Fp>\u003Ch2 id=\"prompt-1-welcome-and-introduction\">\u003Cstrong>Prompt 1: Welcome and Introduction\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>As they say, '\u003Cem>The first impression is the last impression.' \u003C\u002Fem>With ChatGPT user onboarding prompts, businesses can warmly welcome new users. They can provide personalized introductions that make users feel valued and imprint a positive impression.\u003C\u002Fp>\u003Cp>Using ChatGPT, businesses can craft engaging and friendly messages. These can set the tone for a positive onboarding experience. This helps establish a strong rapport from the beginning.\u003C\u002Fp>\u003Cp>Instead of using the robotic ‘Welcome to our company’ \u003Cstrong>app messaging\u003C\u002Fstrong> template, you can craft a personalized welcome message. For example: “Hi, Peter. We are thrilled to have you with us. You are going to love our product. We can’t wait for you to experience it!”\u003C\u002Fp>\u003Cp>One example of a tool that can help businesses achieve personalized user onboarding prompts and welcome messages like the one mentioned above is \"Intercom.\"\u003C\u002Fp>\u003Cp>Intercom is a customer messaging platform. It enables businesses to communicate with their users in a personalized and engaging manner. It offers features like user segmentation, real-time messaging, and automated messages. They can be tailored to each user's behavior and preferences.\u003C\u002Fp>\u003Ch2 id=\"prompt-2-understanding-user-needs\">\u003Cstrong>Prompt 2: Understanding User Needs\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>Another awesome ChatGPT prompt for onboarding is to understand user needs. Understanding what the user wants is important to ensure the best user onboarding experience.\u003C\u002Fp>\u003Cp>Using ChatGPT, businesses can craft personalized messages to ask users about their requirements and liking.\u003C\u002Fp>\u003Cp>For example, businesses shouldn't ask a generic question such as ‘What do you need help with?’\u003C\u002Fp>\u003Cp>Instead, craft a personalized question such as: “Hi, Peter. What type of product are you looking for? Is there anything that we can do to help you to find the product you’re looking for?\"\u003C\u002Fp>\u003Cp>This is possible due to ChatGPT's advanced natural language model and machine learning capabilities. They empower businesses to gain a deeper understanding of user needs during onboarding.\u003C\u002Fp>\u003Cp>Through personalized questions and real-time responses, ChatGPT fosters interactive chats that mimic human interactions. Its contextual awareness ensures continuity, allowing follow-up inquiries and more relevant discussions.\u003C\u002Fp>\u003Cp>By analyzing user data, ChatGPT delivers data-driven suggestions, enabling businesses to offer personalized product suggestions and tailored solutions.\u003C\u002Fp>\u003Ch2 id=\"prompt-3-explaining-product-or-service-features\">\u003Cstrong>Prompt 3: Explaining Product or Service Features\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>When it comes to user onboarding, there is a need to provide the users with clear and detailed info about the product or services. But this is where most businesses fail.\u003C\u002Fp>\u003Cp>Here, ChatGPT comes to the rescue. With natural language processing, ChatGPT can effectively break down the extensive \u003Cstrong>product tour\u003C\u002Fstrong> into small, easy steps and explain product or service features to users. This helps users understand the product’s features quickly. This results in the user making an informed decision.\u003C\u002Fp>\u003Cp>ChatGPT can play a crucial role in various aspects of product development beyond just user onboarding. This includes:\u003C\u002Fp>\u003Cul>\u003Cli>Market Research: ChatGPT can analyze customer comments and feedback to identify market trends, pain points, and customer preferences.\u003C\u002Fli>\u003Cli>Idea Generation: By feeding the model with relevant information and parameters, it can generate innovative concepts and suggestions that align with demands.\u003C\u002Fli>\u003Cli>Product Design: ChatGPT can assist in product design by offering feedback on prototypes and mockups.\u003C\u002Fli>\u003Cli>A\u002FB Testing: ChatGPT can simulate A\u002FB testing to predict user responses and preferences. This assists businesses in making data-informed decisions about product variations and updates.\u003C\u002Fli>\u003C\u002Ful>\u003Ch2 id=\"prompt-4-onboarding-tutorials-and-walkthroughs\">\u003Cstrong>Prompt 4: Onboarding Tutorials and Walkthroughs\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>The above ChatGPT prompt is a modified and more personalized version of an onboarding tutorial (Prompt 3). It helps users understand the product or service and how to use it more efficiently.\u003C\u002Fp>\u003Cp>For example, if a user is signing up for a mobile banking app, ChatGPT can \u003Cstrong>guide users\u003C\u002Fstrong> on how to add payees, transfer funds, and manage accounts. The tutorial can be customized to the user's needs based on the user profile. It can be in the form of videos, blog posts, or a series of personal interactions with the customer.\u003C\u002Fp>\u003Ch2 id=\"prompt-5-personalized-customer-support\">\u003Cstrong>Prompt 5: Personalized Customer Support\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>Every user is different, and so are their needs. ChatGPT prompts can provide personalized customer support during the user onboarding process. This helps users get the most out of their experience and makes them feel valued. This, in turn, helps develop user loyalty and trust.\u003C\u002Fp>\u003Cp>For example, ChatGPT can be integrated into existing customer support platforms or chat systems used by businesses. This integration enables users to access personalized support options seamlessly.\u003C\u002Fp>\u003Cp>During the onboarding process, ChatGPT can interact with users and present them with various personalized support options such as \"Live Chat,\" \"FAQs,\" \"Support Requests,\" and more.\u003C\u002Fp>\u003Cp>Businesses can customize the support options presented by ChatGPT based on their specific offerings and the needs of their users. This ensures that the available support choices are relevant and valuable.\u003C\u002Fp>\u003Ch2 id=\"prompt-6-product-feature-updates-and-suggestions\">\u003Cstrong>Prompt 6: Product Feature Updates and Suggestions\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>Product feature updates and suggestions can help users stay up-to-date with the latest product developments. This helps them get the most out of their experience. ChatGPT can help users discover new features, understand how to use them, and even suggest new ones based on their personal preferences.\u003C\u002Fp>\u003Cp>For example, if a social media platform has launched a new feature, it can use ChatGPT to help users discover it, understand how to use it, and suggest other features that may be of interest. This helps users get the most out of their experience and discover new features they may not have known.\u003C\u002Fp>\u003Ch2 id=\"prompt-7-collecting-feedback-and-assessing-customer-satisfaction\">\u003Cstrong>Prompt 7: Collecting Feedback and Assessing Customer Satisfaction\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>Gathering feedback and gauging customer satisfaction is crucial for improving the onboarding process. With ChatGPT prompts, businesses can leverage the power of NLP to collect valuable insights. ChatGPT can be used to ask users about their onboarding experience, their level of satisfaction, and any areas for improvement.\u003C\u002Fp>\u003Cp>For example, businesses can deploy a ChatGPT survey at the end of the onboarding process. They can ask users to rate their experience on a scale (1-10). Or, they can ask users to provide specific feedback.\u003C\u002Fp>\u003Ch2 id=\"prompt-8-personalized-follow-up-and-support\">\u003Cstrong>Prompt 8: Personalized Follow-up and Support\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>After the initial onboarding process, it's essential to continue providing personalized follow-up and support to users. ChatGPT can be crucial in delivering ongoing help and ensuring a smooth transition into regular product usage, increasing the user \u003Cstrong>retention rate\u003C\u002Fstrong>.\u003C\u002Fp>\u003Cp>For instance, ChatGPT can be seamlessly integrated with a business's existing support ticketing system. When users request assistance, ChatGPT can automatically generate or update support tickets on their behalf. This ensures that all user inquiries are efficiently tracked and addressed.\u003C\u002Fp>\u003Cp>For more complex issues, ChatGPT can intelligently escalate the conversation to live support agents. It can provide a summary of the user's inquiry and context to the agent, facilitating a seamless transition from AI-driven support to human assistance.\u003C\u002Fp>\u003Cp>ChatGPT's ability to understand natural language enables it to respond to user inquiries in a personalized manner. It can adapt its responses based on user history, preferences, and past interactions, making the support experience more relevant and tailored.\u003C\u002Fp>\u003Ch2 id=\"conclusion\">\u003Cstrong>Conclusion\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>ChatGPT can be an important asset to any business looking to provide a great first impression. It can help get users off on the right foot and businesses achieve the \u003Cstrong>goal of user onboarding\u003C\u002Fstrong>. This user onboarding tool is highly customizable and can be used to\u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fblog\u002Fhow-to-automate-your-customer-onboarding-in-3-easy-steps\u002F?ref=blog-api.saastube.io\" rel=\"noopener noreferrer nofollow\"> \u003Cu>automate tasks related to user onboarding\u003C\u002Fu>\u003C\u002Fa>.\u003C\u002Fp>\u003Cp>You can also check out Trainn-a customer onboarding automation platform that helps businesses design, implement, and track their customer onboarding process.\u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fzing-by-trainn-waitlist\u002F?ref=blog-api.saastube.io\" rel=\"noopener noreferrer nofollow\"> \u003Cu>Trainn\u003C\u002Fu>\u003C\u002Fa> is designed to help you drive user retention and engagement rates.\u003C\u002Fp>\u003Cp>With its intuitive workflow builder, comprehensive analytics dashboard, and integration with many third-party tools like ChatGPT, it's a powerful tool for optimizing your customer onboarding process.\u003C\u002Fp>\u003Cp>Plus, it offers powerful AI features like AI text-to-speech voice overs that let you add an extra layer of personalization to your onboarding process. With these capabilities, Trainn can help you create a smooth and engaging user experience from start to finish. Give it a try today!\u003C\u002Fp>","64d1da01bf10582a0fd7f2b6","https:\u002F\u002Fblogimages.trainn.co\u002F2023\u002F08\u002Fchatgpt-blog.jpg",false,"public","2023-08-08T06:00:33.000+00:00","2023-12-28T08:19:24.000+00:00","2023-08-08T06:02:17.000+00:00","From personalized welcome messages to simple feedback requests, find out how to enhance user experiences with ChatGPT.\n",null,"https:\u002F\u002Ftrainn.co\u002Fblog\u002Fhow-chatgpt-can-be-used-for-user-onboarding\u002F",[22,28],{"id":23,"name":24,"slug":25,"description":26,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":27},"6a348564a714870001980643","Customer Onboarding","customer-onboarding","Customer onboarding is the art of setting the stage for success, seamlessly guiding new users into the realm of your product or service, and ensuring a smooth and delightful initiation. This is the first step to the customer education journey and these blogs will help you make a good first impression.","https:\u002F\u002Fblog-api.saastube.io\u002Ftag\u002Fcustomer-onboarding\u002F",{"id":29,"name":30,"slug":31,"description":32,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":33},"6a348564a714870001980647","Customer Experience","customer-experience","Customer experience is the sum of all moments, interactions, and emotions that leaves an indelible impression, shaping the perception and loyalty towards a brand. These blogs will help you create a lasting impression on your customer.","https:\u002F\u002Fblog-api.saastube.io\u002Ftag\u002Fcustomer-experience\u002F",[35],{"id":36,"name":37,"slug":38,"profile_image":19,"cover_image":19,"bio":19,"website":19,"location":19,"facebook":19,"twitter":19,"threads":19,"bluesky":19,"mastodon":19,"tiktok":19,"youtube":19,"instagram":19,"linkedin":19,"meta_title":19,"meta_description":19,"url":39},"6a348563a714870001980621","Vivekanandhan Natarajan","vivekanandhan","https:\u002F\u002Fblog-api.saastube.io\u002Fauthor\u002Fvivekanandhan\u002F",{"id":36,"name":37,"slug":38,"profile_image":19,"cover_image":19,"bio":19,"website":19,"location":19,"facebook":19,"twitter":19,"threads":19,"bluesky":19,"mastodon":19,"tiktok":19,"youtube":19,"instagram":19,"linkedin":19,"meta_title":19,"meta_description":19,"url":39},{"id":23,"name":24,"slug":25,"description":26,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":27},"https:\u002F\u002Fblog-api.saastube.io\u002Fhow-chatgpt-can-be-used-for-user-onboarding\u002F",6,true,"Enhancing User Onboarding Experiences With ChatGPT","From personalized welcome messages to simple feedback requests, find out how to enhance user experiences with ChatGPT. ",{"id":48,"uuid":49,"title":50,"slug":51,"html":52,"comment_id":53,"feature_image":54,"featured":13,"visibility":14,"created_at":55,"updated_at":56,"published_at":57,"custom_excerpt":58,"codeinjection_head":19,"codeinjection_foot":19,"custom_template":19,"canonical_url":59,"tags":60,"authors":62,"primary_author":64,"primary_tag":65,"url":66,"excerpt":58,"reading_time":67,"access":44,"comments":13,"og_image":19,"og_title":68,"og_description":58,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":68,"meta_description":69,"email_subject":19,"frontmatter":19,"feature_image_alt":19,"feature_image_caption":19},"6a348566a7148700019806c7","a588d9eb-dba2-466b-bdbf-22a79be1fe3d","Discover the power of automated onboarding","power-of-automated-onboarding","\u003Cp>For any SaaS business, \u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fblog\u002Ftop-5-user-onboarding-examples\u002F?ref=blog-api.saastube.io\" rel=\"noopener noreferrer nofollow\">\u003Cu>user onboarding\u003C\u002Fu>\u003C\u002Fa> is one of the most important tasks. It’s what sets up each user for success. It helps them get comfortable with your product or service. But, as you might be aware, it’s a time-consuming and challenging process.\u003C\u002Fp>\u003Cp>You have to manually go through each step with each new user. You have to check that:\u003C\u002Fp>\u003Cul>\u003Cli>they have the right access,\u003C\u002Fli>\u003Cli>set up their accounts,\u003C\u002Fli>\u003Cli>provide them with support materials, and much more.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>That’s why automated onboarding has become important for SaaS businesses.\u003C\u002Fp>\u003Ch2 id=\"what-is-onboarding-automation\">\u003Cstrong>What is Onboarding Automation?\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>Onboarding automation refers to the use of automated \u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fcreate-instructional-videos\u002Fcreate-onboarding-videos\u002F?ref=blog-api.saastube.io\">onboarding software\u003C\u002Fa> tools that automate many (or all) of the user onboarding steps (depending upon the needs). These onboarding tools aim to reduce the time it takes to get a new user set up and ready to use your product or service.\u003C\u002Fp>\u003Cp>This can include anything. From sending out welcome emails to setting up user accounts, providing helpful resources, and more. All this is done without any manual help from your team member.\u003C\u002Fp>\u003Cp>An example of onboarding automation could be the use of automated emails. This would involve setting up an email sequence that is set off when a new user signs up for your product or services. The emails could include links to helpful resources, tutorials on how to use your product or service, and more.\u003C\u002Fp>\u003Cp>The emails could even include personalized messages, depending on the user's interests or demographics. This allows you to tailor the onboarding process to each user's needs and preferences and provide a better experience overall.\u003C\u002Fp>\u003Ch2 id=\"how-is-onboarding-automation-beneficial\">\u003Cstrong>How is Onboarding Automation Beneficial?\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>Automated onboarding processes can make it much easier to get new users to your company. With the right tools, you can quickly and easily get new users up and running with the least amount of effort on your part. Some of the major benefits of onboarding automation include:\u003C\u002Fp>\u003Ch3 id=\"quick-onboarding\">\u003Cstrong>Quick Onboarding\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Onboarding automation speeds up the journey for new users to a great extent. By automating administrative tasks like account setup, form filling, and user provisioning, there is a reduced need for human effort. This, in turn, allows users to get started quickly. This smooth onboarding experience enhances the overall user satisfaction. It helps build a strong foundation for long-term relationships that can lead to great business opportunities.\u003C\u002Fp>\u003Ch3 id=\"enhanced-user-experience\">\u003Cstrong>Enhanced User Experience\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Automation makes the onboarding process more seamless and user-friendly. It allows new users to access self-service portals, personalized tutorials, and interactive guides, as per their liking. This also enables them to navigate through the product or service without much effort. This positive experience boosts user confidence, lowers frustration, and increases satisfaction.\u003C\u002Fp>\u003Ch3 id=\"time-and-cost-savings\">\u003Cstrong>Time and Cost Savings\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Automated onboarding reduces the time and costs related to manual tasks associated with user onboarding. It ends the need for repetitive data entry, paperwork, and physical documentation. Plus, automation enables self-service onboarding. This reduces the need for human intervention. These time and cost savings can be used in improving other aspects of user service and support.\u003C\u002Fp>\u003Ch3 id=\"improved-analytics\">\u003Cstrong>Improved Analytics\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>User onboarding automation provides useful insights into the process. It enables companies to track and examine user behavior, engagement, and conversion rates. These analytics help identify hurdles, optimize onboarding workflows, and make data-driven decisions. This helps to enhance the onboarding experience and increase user engagement. Furthermore, it also helps in increasing the success rate of onboarding.\u003C\u002Fp>\u003Ch2 id=\"automating-user-onboarding-for-seamless-experiences\">\u003Cstrong>Automating User Onboarding for Seamless Experiences\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>Using automation not only improves user satisfaction but streamlines internal processes. This leads to increased efficiency and business growth. Here is the onboarding checklist to follow:\u003C\u002Fp>\u003Ch3 id=\"define-your-user-personas\">\u003Cstrong>Define Your User Personas\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Start by understanding your target audience. Create detailed user personas. Identify their needs, pain points, and goals. This helps to tailor the process to cater to their specific requirements.\u003C\u002Fp>\u003Ch3 id=\"streamline-registration\">\u003Cstrong>Streamline Registration\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Simplify the registration process. Allow users to access many apps using a single set of credentials. This ends the need for repetitive form filling and reduces friction during onboarding.\u003C\u002Fp>\u003Ch3 id=\"create-interactive-onboarding-tutorials\">\u003Cstrong>Create Interactive Onboarding Tutorials\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Develop engaging and interactive tutorials for the onboarding program. These should guide users through your platform's key features and functions. Use elements like\u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fblog\u002Fhow-to-make-interactive-training-videos-a-complete-guide\u002F?ref=blog-api.saastube.io\" rel=\"noopener noreferrer nofollow\">\u003Cu> interactive videos\u003C\u002Fu>\u003C\u002Fa>, animations, and quizzes. These make the learning process enjoyable and informative.\u003C\u002Fp>\u003Ch3 id=\"gamify-the-onboarding-process\">\u003Cstrong>Gamify the Onboarding Process\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Include gamification elements to reward users for completing tasks. Award badges, points, or rewards for each milestone achieved. This fosters a sense of achievement and motivation to progress further.\u003C\u002Fp>\u003Ch3 id=\"use-in-product-tours\">\u003Cstrong>Use In-Product Tours\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Use in-product tours. These should focus on specific features or guide users through critical tasks. These tours provide contextual assistance, making users feel supported and confident.\u003C\u002Fp>\u003Ch3 id=\"offer-personalized-suggestions\">\u003Cstrong>Offer Personalized Suggestions\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Tailor product suggestions or content to enhance user engagement and satisfaction during the onboarding journey. This could include personalized recommendations, or notifications based on user progress and interests.\u003C\u002Fp>\u003Ch3 id=\"enable-self-service-help-resources\">\u003Cstrong>Enable Self-Service Help Resources\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Help users to find solutions with self-service help resources. Provide a knowledge base, FAQs, and a community forum. These help address common queries and issues.\u003C\u002Fp>\u003Ch3 id=\"track-user-progress-and-gather-feedback\">\u003Cstrong>Track User Progress and Gather Feedback\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Check user progress during the onboarding process. Analyze data to find bottlenecks or areas for improvement. Plus, seek user feedback to gauge their satisfaction levels. Make necessary adjustments.\u003C\u002Fp>\u003Ch3 id=\"use-onboarding-analytics\">\u003Cstrong>Use Onboarding Analytics\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Use analytics to track the success of your automation efforts. Measure key metrics such as user retention and completion rates. This allows you to refine your onboarding strategy forever.\u003C\u002Fp>\u003Ch2 id=\"leveraging-trainn-for-customer-onboarding-automation\">\u003Cstrong>Leveraging Trainn For Customer Onboarding Automation\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>\u003Ca href=\"https:\u002F\u002Ftrainn.co\u002F?ref=blog-api.saastube.io\" rel=\"noopener noreferrer nofollow\">\u003Cu>Trainn\u003C\u002Fu>\u003C\u002Fa> is a game-changer when it comes to\u003Cu> \u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fcustomer-onboarding-software-saas\u002F?ref=blog-api.saastube.io\">customer onboarding\u003C\u002Fa> automation\u003C\u002Fu>. It offers a seamless and efficient solution for large as well as small businesses. With Trainn's platform, companies can create captivating how-to videos in just 5 minutes. This streamlines the onboarding process and ensures users can familiarize themselves with the product.\u003C\u002Fp>\u003Cp>Plus, Trainn's no-code Academy allows businesses to create courses, quizzes, and certificates in a few clicks. These provide a complete learning experience that boosts user engagement. The ability to track user progress and engagement ensures businesses can measure their strategy's ROI and make data-driven decisions for continuous improvement.\u003C\u002Fp>\u003Ch2 id=\"conclusion\">\u003Cstrong>Conclusion\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>Automation has become a vital part of any successful user onboarding process. It can help streamline operations and save time and money. It allows businesses to provide a more personalized experience for their users, resulting in improved satisfaction.\u003C\u002Fp>\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.trainn.co\u002Fsign_up?ref=blog-api.saastube.io\" rel=\"noopener noreferrer nofollow\">\u003Cu>Sign up for Trainn\u003C\u002Fu>\u003C\u002Fa> today and see how automation can help your users familiarize themselves with your product. It's easy to use, and the results will speak for themselves! With Trainn, you won't miss a beat when it comes to user onboarding. Get started today and reap the rewards of automated user onboarding!\u003C\u002Fp>","64d14787bf10582a0fd7f1e6","https:\u002F\u002Fblogimages.trainn.co\u002F2023\u002F08\u002F2010.i518.002_chatbot.jpg","2023-08-07T19:35:35.000+00:00","2023-10-09T13:00:39.000+00:00","2023-08-07T19:43:17.000+00:00","Unlock the potential of automated onboarding to simplify your customer onboarding process. Read on onboarding automation along with the necessary steps.","https:\u002F\u002Ftrainn.co\u002Fblog\u002Fpower-of-automated-onboarding\u002F",[61],{"id":23,"name":24,"slug":25,"description":26,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":27},[63],{"id":36,"name":37,"slug":38,"profile_image":19,"cover_image":19,"bio":19,"website":19,"location":19,"facebook":19,"twitter":19,"threads":19,"bluesky":19,"mastodon":19,"tiktok":19,"youtube":19,"instagram":19,"linkedin":19,"meta_title":19,"meta_description":19,"url":39},{"id":36,"name":37,"slug":38,"profile_image":19,"cover_image":19,"bio":19,"website":19,"location":19,"facebook":19,"twitter":19,"threads":19,"bluesky":19,"mastodon":19,"tiktok":19,"youtube":19,"instagram":19,"linkedin":19,"meta_title":19,"meta_description":19,"url":39},{"id":23,"name":24,"slug":25,"description":26,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":27},"https:\u002F\u002Fblog-api.saastube.io\u002Fpower-of-automated-onboarding\u002F",4,"Customer Onboarding Automation - A brief guide","Unlock the potential of automated onboarding to simplify your customer onboarding process. Read on onboarding automation along with the  necessary steps.",{"id":71,"uuid":72,"title":73,"slug":74,"html":75,"comment_id":76,"feature_image":77,"featured":13,"visibility":14,"created_at":78,"updated_at":79,"published_at":80,"custom_excerpt":81,"codeinjection_head":82,"codeinjection_foot":19,"custom_template":19,"canonical_url":19,"tags":83,"authors":85,"primary_author":93,"primary_tag":94,"url":95,"excerpt":81,"reading_time":96,"access":44,"comments":13,"og_image":19,"og_title":97,"og_description":98,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":99,"meta_description":100,"email_subject":19,"frontmatter":19,"feature_image_alt":19,"feature_image_caption":19},"6a348566a714870001980692","e50bd33e-465e-4250-80e1-e25094ccb7de","How to Improve Your Customer Onboarding Process: Steps and Best Practice","how-to-improve-customer-onboarding-process-2","\u003Cp>\u003Cstrong>Most onboarding fixes add work instead of removing it.\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>A customer signs. The kickoff call gets booked, a CSM walks them through setup, and adoption stalls anyway. So the team adds a second call, a check-in email, and a 30-day review. The calendar fills up. Time-to-first-value does not move.\u003C\u002Fp>\u003Cp>The customer onboarding process breaks for a structural reason, not an effort reason. Every step that waits on a person also waits on that person's availability. Add more of those steps and you add more waiting. Improving onboarding means keeping the steps that need judgment and moving the rest off the calendar.\u003C\u002Fp>\u003Cp>\u003Cem>[Ghost: add as HTML card so the bullet list survives the editor]\u003C\u002Fem>\u003C\u002Fp>\n\u003C!--kg-card-begin: html-->\n\u003Cdiv class=\"kg-card kg-callout-card kg-callout-card-blue\">\n  \u003Cdiv class=\"kg-callout-text\">\n    \u003Cstrong>Key takeaways\u003C\u002Fstrong>\n    \u003Cul>\n      \u003Cli>Onboarding stalls because steps wait on people, not because teams try too little.\u003C\u002Fli>\n      \u003Cli>\u003Cstrong>Map, Mark, Move is a three-step audit.\u003C\u002Fstrong> Map the path to first value, mark every step that waits on a person, then move explanation off the calendar.\u003C\u002Fli>\n      \u003Cli>Judgment stays live. Explanation becomes content customers complete on their own schedule.\u003C\u002Fli>\n      \u003Cli>Four metrics show whether it worked: time to first value, live calls per account, content completion rate, and 90-day retention.\u003C\u002Fli>\n    \u003C\u002Ful>\n  \u003C\u002Fdiv>\n\u003C\u002Fdiv>\n\u003C!--kg-card-end: html-->\n\u003Ch2 id=\"name-the-real-constraint-in-your-customer-onboarding-process\">\u003Cstrong>Name the Real Constraint in Your Customer Onboarding Process\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>\u003Cstrong>The constraint is availability, not effort.\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Your CS team is not underperforming. They are running a model that requires a human on every call, and humans do not scale. The model works at 20 customers. It breaks at 200, because every new logo adds another recurring meeting to someone's calendar.\u003C\u002Fp>\u003Cp>Buyers have already moved. Gartner surveyed 646 B2B buyers between August and September 2025 and found that 67% prefer a rep-free experience. In the same survey, 45% reported using AI during a recent purchase. The people you are booking calls with would often rather not be on the call.\u003C\u002Fp>\u003Cp>Nagham at Theator described the ceiling plainly. “We're talking about a huge number of surgeons that I won't be able to do it on my own.” That is a capacity problem, not a training problem.\u003C\u002Fp>\u003Ch2 id=\"map-the-path-from-signup-to-first-value\">\u003Cstrong>Map the Path From Signup to First Value\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>Start by writing down what happens, not what the playbook says.\u003C\u002Fp>\u003Cp>Take your last five onboardings. For each one, list every step between contract signature and the moment the customer got real value from your product. Record who did each step, and how long the customer waited for it.\u003C\u002Fp>\u003Cp>Two rules make this useful. Use real accounts, not the process diagram in your wiki. Define first value as something the customer would recognize, like their first report published or their first workflow live. An internal milestone like “kickoff complete” does not count.\u003C\u002Fp>\n\u003C!--kg-card-begin: html-->\n\u003Ctable style=\"border:none;border-collapse:collapse;\">\u003Ccolgroup>\u003Ccol width=\"208\">\u003Ccol width=\"208\">\u003Ccol width=\"208\">\u003C\u002Fcolgroup>\u003Cthead>\u003Ctr style=\"height:0pt\">\u003Cth style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;background-color:#eef1f6;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\" scope=\"col\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#1a1f3a;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Stage\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;background-color:#eef1f6;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\" scope=\"col\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#1a1f3a;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">What has to be true\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;background-color:#eef1f6;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\" scope=\"col\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#1a1f3a;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Who does it today\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003C\u002Ftr>\u003C\u002Fthead>\u003Ctbody>\u003Ctr style=\"height:0pt\">\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Handoff\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">The account moves from sales to CS with context intact\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cbr>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr style=\"height:0pt\">\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Setup\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">The environment is configured and users have access\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cbr>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr style=\"height:0pt\">\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">First use\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">The customer completes one real task end to end\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cbr>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr style=\"height:0pt\">\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Habit\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">The customer repeats that task without prompting\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cbr>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr style=\"height:0pt\">\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Expansion\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">A second team or use case comes online\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cbr>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\n\u003C!--kg-card-end: html-->\n\u003Cp>\u003C\u002Fp>\u003Cp>Fill in the last column honestly. It tells you where the time goes, and it is the input for the next step.\u003C\u002Fp>\u003Ch2 id=\"mark-every-step-that-waits-on-a-person\">\u003Cstrong>Mark Every Step That Waits on a Person\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>Circle each step that cannot move until someone at your company acts.\u003C\u002Fp>\u003Cp>Those circles are your constraints. Everything else is already self-serve, whether you designed it that way or not. Now sort the circled steps with one question: does this step need judgment, or does it need explanation?\u003C\u002Fp>\u003Cp>Judgment steps need a human. A data migration with messy source records, a security review, a custom workflow design, a scoping conversation about which team goes live first. Each of these asks someone to weigh options that differ per account.\u003C\u002Fp>\u003Cp>Explanation steps do not need a human. How to invite users. Where the settings live. How to build the first report. You perform the same explanation on every call, and the only thing your presence adds is pace.\u003C\u002Fp>\u003Ch2 id=\"move-explanation-off-the-calendar\">\u003Cstrong>Move Explanation Off the Calendar\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>\u003Cstrong>Explanation becomes content. Judgment stays live.\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>For every explanation step you marked, build the asset once and hand it to every account after that. A recorded walkthrough, a written guide, or a prompt inside the product at the moment the customer gets stuck. The customer completes it on their own schedule, which is usually sooner than the next open slot on your calendar.\u003C\u002Fp>\u003Cp>Speed here compounds. Amplitude's 2025 Product Benchmark Report drew on more than 2,600 companies. It found that 69% of products with strong early activation also ranked strongly on three-month retention. Top B2B products retained more than six times as many customers at three months as median products did.\u003C\u002Fp>\u003Cdiv class=\"kg-card kg-callout-card kg-callout-card-blue\">\u003Cdiv class=\"kg-callout-emoji\">💡\u003C\u002Fdiv>\u003Cdiv class=\"kg-callout-text\">This is where a customer education platform earns its place. It keeps the content, the delivery, and the learner data in one system instead of three. Neutrinos had its first course live in two weeks with no video editing background. WebEngage went from zero to a live academy with 75+ videos in four weeks. \u003Cbr>Unlike platforms that need a separate tool to produce the content, the same system generates the videos and guides that sit inside the courses.\u003C\u002Fdiv>\u003C\u002Fdiv>\u003Ch2 id=\"apply-these-customer-onboarding-best-practices\">\u003Cstrong>Apply These Customer Onboarding Best Practices\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>Each practice below is a rule with a reason, not a checklist item. They fall out of the Map, Mark, Move audit and turn it into standing habits.\u003C\u002Fp>\u003Ch3 id=\"shape-the-onboarding-path\">\u003Cstrong>Shape the onboarding path\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cul>\u003Cli>\u003Cstrong>Define first value from the customer's side. \u003C\u002Fstrong>A signed contract and a finished kickoff are your milestones, not the customer's. They feel value when they complete a real task, so measure from there.\u003C\u002Fli>\u003Cli>\u003Cstrong>Sequence content to the customer's path, not your feature list. \u003C\u002Fstrong>Onboarding content that mirrors your navigation teaches the tool. Content that mirrors the customer's first job teaches the outcome they came for.\u003C\u002Fli>\u003Cli>\u003Cstrong>Segment the path by account, not one flow for everyone. \u003C\u002Fstrong>One onboarding path treats a 5-seat team and a 500-seat rollout the same. Route each account to the content its role and size need, and drop the rest.\u003C\u002Fli>\u003Cli>\u003Cstrong>Give customers both a video and a written version. \u003C\u002Fstrong>A person who prefers reading abandons a video, and a visual learner skims a doc. Offer the same step as a short video and a written guide, so the format is the customer's choice.\u003C\u002Fli>\u003C\u002Ful>\u003Ch3 id=\"sustain-the-onboarding-path\">\u003Cstrong>Sustain the onboarding path\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cul>\u003Cli>\u003Cstrong>Build the asset the first time you explain a step. \u003C\u002Fstrong>The first time you explain a step is research. Every repeat after that is capacity you already spent, so record it once and reuse it.\u003C\u002Fli>\u003Cli>\u003Cstrong>Put content where the customer stalls, not in a library. \u003C\u002Fstrong>A guide filed under Help waits to be searched. A prompt inside the product at the moment of friction gets used without a search.\u003C\u002Fli>\u003Cli>\u003Cstrong>Update onboarding content on the same cycle as the product. \u003C\u002Fstrong>A stale walkthrough teaches the wrong clicks and erodes trust faster than no content. Tie a content review to every release that changes a screen in the path.\u003C\u002Fli>\u003Cli>\u003Cstrong>Reinvest freed time in judgment, do not just cut calls. \u003C\u002Fstrong>The hours you free from explanation should move to migrations, security reviews, and scoping. Those are the steps that genuinely differ per account.\u003C\u002Fli>\u003C\u002Ful>\u003Ch2 id=\"track-the-four-metrics-that-show-it-worked\">\u003Cstrong>Track the Four Metrics That Show It Worked\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>Pick your metrics before you change anything.\u003C\u002Fp>\u003Cp>Without a baseline you cannot tell whether removing a call helped, or simply moved the problem downstream into support.\u003C\u002Fp>\n\u003C!--kg-card-begin: html-->\n\u003Ctable style=\"border:none;border-collapse:collapse;\">\u003Ccolgroup>\u003Ccol width=\"208\">\u003Ccol width=\"208\">\u003Ccol width=\"208\">\u003C\u002Fcolgroup>\u003Cthead>\u003Ctr style=\"height:0pt\">\u003Cth style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;background-color:#eef1f6;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\" scope=\"col\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#1a1f3a;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Metric\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;background-color:#eef1f6;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\" scope=\"col\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#1a1f3a;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">What it tells you\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;background-color:#eef1f6;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\" scope=\"col\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#1a1f3a;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">When it should move\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003C\u002Ftr>\u003C\u002Fthead>\u003Ctbody>\u003Ctr style=\"height:0pt\">\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Time to first value\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Whether the path got shorter\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Within one onboarding cycle\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr style=\"height:0pt\">\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Live calls per new account\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Whether you removed steps or renamed them\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Within two cycles\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr style=\"height:0pt\">\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Content completion rate\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Whether customers use what you built\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Within 30 days of publishing\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr style=\"height:0pt\">\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">90-day retention\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Whether the faster start held\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">After a cohort clears 90 days\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\n\u003C!--kg-card-end: html-->\n\u003Cp>Content completion rate is the metric teams skip, and it is the one that catches a bad assumption early. Publishing content is not the same as customers finishing it. If completion sits low, the content is in the wrong format or the wrong place, not missing.\u003C\u002Fp>\u003Cp>Alex at RouteGenie framed the stakes in the terms his leadership cared about. “If I can cut our churn percentage in half, I likely save us probably about $15,000+ a year.”\u003C\u002Fp>\u003Ch2 id=\"avoid-the-three-mistakes-that-stall-this-work\">\u003Cstrong>Avoid the Three Mistakes That Stall This Work\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>Three failure patterns come up more than the rest.\u003C\u002Fp>\n\u003C!--kg-card-begin: html-->\n\u003Ctable style=\"border:none;border-collapse:collapse;\">\u003Ccolgroup>\u003Ccol width=\"208\">\u003Ccol width=\"208\">\u003Ccol width=\"208\">\u003C\u002Fcolgroup>\u003Cthead>\u003Ctr style=\"height:0pt\">\u003Cth style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;background-color:#eef1f6;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\" scope=\"col\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#1a1f3a;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Mistake\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;background-color:#eef1f6;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\" scope=\"col\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#1a1f3a;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Why it fails\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003Cth style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;background-color:#eef1f6;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\" scope=\"col\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#1a1f3a;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Do this instead\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fth>\u003C\u002Ftr>\u003C\u002Fthead>\u003Ctbody>\u003Ctr style=\"height:0pt\">\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Recording the live call and calling it content\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">The recording carries one customer's context, tangents, and dead air\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Build the asset for the step, not for the meeting\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr style=\"height:0pt\">\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Cutting judgment steps to hit a call-reduction target\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Customers reach the complex part alone and stall there\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Cut explanation steps only, and protect judgment time\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr style=\"height:0pt\">\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Publishing content with no completion tracking\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">You cannot tell whether onboarding improved or customers gave up quietly\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd style=\"border-left:solid #000000 0.5pt;border-right:solid #000000 0.5pt;border-bottom:solid #000000 0.5pt;border-top:solid #000000 0.5pt;vertical-align:top;padding:0pt 5.4pt 0pt 5.4pt;overflow:hidden;overflow-wrap:break-word;\">\u003Cp dir=\"ltr\" style=\"line-height:1.2;margin-top:3pt;margin-bottom:3pt;\">\u003Cspan style=\"font-size:10pt;font-family:Calibri,sans-serif;color:#222633;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;white-space:pre-wrap;\">Track completion per account from the first publish\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\n\u003C!--kg-card-end: html-->\n\u003Cp>The third one costs the most. Without completion data, a quiet customer looks identical to a self-sufficient one, right up until renewal.\u003C\u002Fp>\u003Ch2 id=\"start-with-the-map\">\u003Cstrong>Start With the Map\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>One afternoon and five recent accounts will tell you more about your customer onboarding process than another quarter of adding touchpoints. Mark the steps that wait on a person. Sort them into judgment and explanation. Move the explanation off the calendar.\u003C\u002Fp>\u003Cp>The goal is not fewer conversations with customers. It is better ones, held about the things that genuinely need a person.\u003C\u002Fp>\u003Cp>\u003Cstrong>Next: \u003C\u002Fstrong>Creating the content is its own discipline. \u003Cu>How to Create Engaging Customer Onboarding Videos\u003C\u002Fu> covers the build step in detail.\u003C\u002Fp>\u003Cp>If you want to see the model running end to end, \u003Ca href=\"https:\u002F\u002Fhello.trainn.co\u002Fmeetings\u002Fmansi-jawandhiya?ref=blog-api.saastube.io\" rel=\"noreferrer\">\u003Cu>book a walkthrough\u003C\u002Fu>\u003C\u002Fa>.\u003C\u002Fp>\u003Ch2 id=\"frequently-asked-questions\">\u003Cstrong>Frequently Asked Questions\u003C\u002Fstrong>\u003C\u002Fh2>\u003Ch3 id=\"what-is-a-customer-onboarding-process\">\u003Cstrong>What is a customer onboarding process?\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>A customer onboarding process is the sequence of steps that takes a new customer from signed contract to first real value in your product. It covers handoff from sales, account setup, the first completed task, and the point where the customer repeats that task without prompting.\u003C\u002Fp>\u003Ch3 id=\"what-are-the-five-stages-of-the-customer-onboarding-process\">\u003Cstrong>What are the five stages of the customer onboarding process?\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Handoff, setup, first use, habit, and expansion. Handoff moves the account from sales to CS with context intact, and setup configures the environment and grants access. First use is the customer completing one real task end to end, and habit is that task repeating unprompted. Expansion brings a second team or use case online.\u003C\u002Fp>\u003Ch3 id=\"how-can-the-customer-onboarding-process-be-improved\">\u003Cstrong>How can the customer onboarding process be improved?\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Map the path from signup to first value using real accounts. Mark every step that waits on someone at your company, then sort those steps into judgment and explanation. Judgment steps stay live. Explanation steps become content customers complete on their own schedule.\u003C\u002Fp>\u003Ch3 id=\"why-is-customer-onboarding-important\">\u003Cstrong>Why is customer onboarding important?\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Onboarding decides whether a customer reaches value before they lose patience. Amplitude's 2025 Product Benchmark Report found that 69% of products with strong early activation also ranked strongly on three-month retention, across more than 2,600 companies.\u003C\u002Fp>\u003Ch3 id=\"how-do-you-measure-customer-onboarding-success\">\u003Cstrong>How do you measure customer onboarding success?\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Track four metrics: time to first value, live calls per new account, content completion rate, and 90-day retention. Time to first value shows whether the path got shorter. Completion rate shows whether customers use what you built.\u003C\u002Fp>\u003Ch2 id=\"related-reading\">\u003Cstrong>Related Reading\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cu>What Is a Customer Onboarding Video\u003C\u002Fu>  https:\u002F\u002Ftrainn.co\u002Fblog\u002Fwhat-is-a-customer-onboarding-video\u002F\u003C\u002Fli>\u003Cli>\u003Cu>Create Engaging Customer Onboarding Videos\u003C\u002Fu>  https:\u002F\u002Ftrainn.co\u002Ftraining-videos\u002Fcreate-engaging-customer-onboarding-videos\u002F\u003C\u002Fli>\u003Cli>\u003Cu>The Power of Automated Onboarding\u003C\u002Fu>  https:\u002F\u002Ftrainn.co\u002Fblog\u002Fpower-of-automated-onboarding\u002F\u003C\u002Fli>\u003Cli>\u003Cu>Customer Onboarding Software for SaaS\u003C\u002Fu>  https:\u002F\u002Ftrainn.co\u002Fcustomer-onboarding-software-saas\u002F\u003C\u002Fli>\u003C\u002Ful>","6448f515b0f3140eb72c938e","https:\u002F\u002Fblog-api.saastube.io\u002Fcontent\u002Fimages\u002F2023\u002F04\u002FChess-8.png","2023-04-26T09:55:33.000+00:00","2026-08-27T13:51:58.000+00:00","2023-04-26T09:59:02.000+00:00","Most teams improve onboarding by adding touchpoints. Map, Mark, Move removes the bottleneck instead.","\u003Cscript type=\"application\u002Fld+json\">\n{\n  \"@context\": \"https:\u002F\u002Fschema.org\",\n  \"@graph\": [\n    {\n      \"@type\": \"HowTo\",\n      \"name\": \"How to Improve Your Customer Onboarding Process\",\n      \"description\": \"A three-step audit that finds the steps in your customer onboarding process that wait on a person, and moves the ones that only need explanation off the calendar.\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"position\": 1,\n          \"name\": \"Map the path from signup to first value\",\n          \"text\": \"Take your last five onboardings. For each one, list every step between contract signature and the moment the customer got real value from your product. Record who did each step, and how long the customer waited for it.\"\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"position\": 2,\n          \"name\": \"Mark every step that waits on a person\",\n          \"text\": \"Circle each step that cannot move until someone at your company acts. Sort the circled steps with one question: does this step need judgment, or does it need explanation?\"\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"position\": 3,\n          \"name\": \"Move explanation off the calendar\",\n          \"text\": \"For every explanation step you marked, build the asset once and hand it to every account after that. Judgment steps stay live. Explanation steps become content customers complete on their own schedule.\"\n        }\n      ]\n    },\n    {\n      \"@type\": \"FAQPage\",\n      \"mainEntity\": [\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is a customer onboarding process?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"A customer onboarding process is the sequence of steps that takes a new customer from signed contract to first real value in your product. It covers handoff from sales, account setup, the first completed task, and the point where the customer repeats that task without prompting.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What are the five stages of the customer onboarding process?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Handoff, setup, first use, habit, and expansion. Handoff moves the account from sales to CS with context intact, and setup configures the environment and grants access. First use is the customer completing one real task end to end, and habit is that task repeating unprompted. Expansion brings a second team or use case online.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"How can the customer onboarding process be improved?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Map the path from signup to first value using real accounts. Mark every step that waits on someone at your company, then sort those steps into judgment and explanation. Judgment steps stay live. Explanation steps become content customers complete on their own schedule.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Why is customer onboarding important?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Onboarding decides whether a customer reaches value before they lose patience. Amplitude's 2025 Product Benchmark Report found that 69% of products with strong early activation also ranked strongly on three-month retention, across more than 2,600 companies.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"How do you measure customer onboarding success?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Track four metrics: time to first value, live calls per new account, content completion rate, and 90-day retention. Time to first value shows whether the path got shorter. Completion rate shows whether customers use what you built.\"\n          }\n        }\n      ]\n    },\n    {\n      \"@type\": \"BreadcrumbList\",\n      \"itemListElement\": [\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 1,\n          \"name\": \"Home\",\n          \"item\": \"https:\u002F\u002Ftrainn.co\u002F\"\n        },\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 2,\n          \"name\": \"Blog\",\n          \"item\": \"https:\u002F\u002Ftrainn.co\u002Fblog\u002F\"\n        },\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 3,\n          \"name\": \"How to Improve Your Customer Onboarding Process: Steps and Best Practices\",\n          \"item\": \"https:\u002F\u002Ftrainn.co\u002Fblog\u002Fhow-to-improve-customer-onboarding-process\u002F\"\n        }\n      ]\n    }\n  ]\n}\n\u003C\u002Fscript>",[84],{"id":23,"name":24,"slug":25,"description":26,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":27},[86],{"id":87,"name":88,"slug":89,"profile_image":90,"cover_image":19,"bio":91,"website":19,"location":19,"facebook":19,"twitter":19,"threads":19,"bluesky":19,"mastodon":19,"tiktok":19,"youtube":19,"instagram":19,"linkedin":19,"meta_title":19,"meta_description":19,"url":92},"6a348563a714870001980624","Sinduja Krishnakumar","sinduja","https:\u002F\u002Fblog-api.saastube.io\u002Fcontent\u002Fimages\u002F2023\u002F03\u002FScreen-Shot-2023-03-31-at-7.41.15-PM.png","I am an AI slayer who Batmans her way to humanize content with the help of algorithms and SEO. Currently revamping customer education with Trainn.","https:\u002F\u002Fblog-api.saastube.io\u002Fauthor\u002Fsinduja\u002F",{"id":87,"name":88,"slug":89,"profile_image":90,"cover_image":19,"bio":91,"website":19,"location":19,"facebook":19,"twitter":19,"threads":19,"bluesky":19,"mastodon":19,"tiktok":19,"youtube":19,"instagram":19,"linkedin":19,"meta_title":19,"meta_description":19,"url":92},{"id":23,"name":24,"slug":25,"description":26,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":27},"https:\u002F\u002Fblog-api.saastube.io\u002Fhow-to-improve-customer-onboarding-process-2\u002F",7,"New Customer Onboarding Checklist for B2B SaaS Companies","What are the boxes you need to tick to onboard customers efficiently?","How to Improve Customer Onboarding Process + Best Practices","Most teams improve their customer onboarding process by adding touchpoints. Map, Mark, Move removes the bottleneck instead.",{"id":102,"uuid":103,"title":104,"slug":105,"html":106,"comment_id":107,"feature_image":108,"featured":13,"visibility":14,"created_at":109,"updated_at":110,"published_at":111,"custom_excerpt":112,"codeinjection_head":19,"codeinjection_foot":19,"custom_template":19,"canonical_url":113,"tags":114,"authors":122,"primary_author":124,"primary_tag":125,"url":126,"excerpt":112,"reading_time":67,"access":44,"comments":13,"og_image":19,"og_title":104,"og_description":112,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":127,"meta_description":128,"email_subject":19,"frontmatter":19,"feature_image_alt":19,"feature_image_caption":19},"6a348566a714870001980680","4fe35555-d590-43cd-9888-7fcce68d1baf","7 Reasons Why Learning Management Tools for Customer Onboarding Can Help Businesses Save More Money","7-reasons-why-learning-management-tools-for-customer-onboarding-can-help-businesses-save-more-money","\u003Cp>Onboarding is crucial to ensure that customers are engaged and retained. Without onboarding, your new customer might be lost, unsure of how to utilize your product - or worse, they may feel completely ignored!\u003C\u002Fp>\u003Cp>According to the \u003Ca href=\"https:\u002F\u002Fwww.nasdaq.com\u002Farticles\u002Fwhy-the-customer-onboarding-process-is-more-important-than-ever-for-banks-2021-06-11?ref=blog-api.saastube.io\">State of Corporate Banking Customer Onboarding 2021\u003C\u002Fa>, businesses acknowledge that there is still a lot of friction in the onboarding process. This slowdown happens in areas where technology tools used to streamline and improve operations aren’t used to their full potential.\u003C\u002Fp>\u003Cp>A robust \u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fcustomer-onboarding-software-saas\u002F?ref=blog-api.saastube.io\">customer onboarding\u003C\u002Fa> process can lead to faster expansion of the business, increased customer satisfaction, and better customer retention—but only if product education is integrated into the onboarding experience from day one. \u003C\u002Fp>\u003Cp>You would be able to establish an educational customer onboarding process that provides your customers the ease of use and confidence they need to understand your service or product with the help of a robust Learning Management System (LMS).\u003C\u002Fp>\u003Ch2 id=\"benefits-of-learning-management-tools-for-customer-onboarding\">Benefits of Learning Management Tools for Customer Onboarding\u003C\u002Fh2>\u003Cp>Companies gain a competitive advantage through customer training. Forward-thinking businesses have created training programs to aid customer retention and cultivate a devoted brand following by investing in the best LMS for customer onboarding.\u003C\u002Fp>\u003Cp>Customer onboarding is showing customers how to use your service or product efficiently and effectively to achieve their unique goals. These initiatives, however, go beyond product features and key selling points.\u003C\u002Fp>\u003Cp>Here are some benefits of using a learning management system for onboarding for your customers.\u003C\u002Fp>\u003Ch3 id=\"faster-customer-engagement\">Faster Customer Engagement\u003C\u002Fh3>\u003Cp>Educational and training activities are essential in onboarding customers and encouraging them to engage with your services or products to gain long-term value. Product adoption is one of the most challenging parts of the customer journey. \u003C\u002Fp>\u003Cp>The sooner your customer reaches their first win, the better it is for them to ingrain your product into their tech stack. A coordinated onboarding strategy that includes curated content uniquely tailored to new customers can help them hit the ground running and significantly reduce time to value.\u003C\u002Fp>\u003Cp>Businesses can also use \u003Ca href=\"https:\u002F\u002Ffinancesonline.com\u002Ftop-10-alternatives-pipedrive-leading-crm-applications\u002F?ref=blog-api.saastube.io\">Pipedrive alternatives\u003C\u002Fa>, which are CRM solutions for improving customer engagement and building profitable relationships, to improve workflows while enhancing customer engagement and developing profitable relationships. With the help of this solution, you can get a clear picture of your sales and concentrate on the most important deals.\u003C\u002Fp>\u003Ch3 id=\"enhanced-onboarding-process\">Enhanced Onboarding Process\u003C\u002Fh3>\u003Cp>One of the best parts about onboarding is that you can show your new customers or flex how your product's functions will solve their problems at the initial onboarding stage itself! \u003C\u002Fp>\u003Cp>Tackling onboarding efficiency at ground zero is a game changer. This makes your onboarding process sticky and will increase product usage, increase renewal rates, and decrease churn. \u003C\u002Fp>\u003Cp>Wow-ing your customers at step one can be achieved by understanding data provided by customer onboarding tools can help businesses iterate on multiple hypotheses simultaneously.\u003C\u002Fp>\u003Ch3 id=\"improved-product-adoption-and-engagement-metrics\">Improved Product Adoption and Engagement Metrics\u003C\u002Fh3>\u003Cp>According to the \u003Ca href=\"https:\u002F\u002Fwww.tsia.com\u002Fblog\u002F3-ways-education-services-can-advance-the-customer-journey?ref=blog-api.saastube.io\">Technology Services Industry Association study\u003C\u002Fa>, customers who have received training are 68% more likely to use a product than those who have not. When given the tools and support they need to get the most out of your product, customers are much more inclined to adopt and use it. \u003C\u002Fp>\u003Cp>Recently our studies have also noticed a trend where customers prefer self-service access to this knowledge or can choose between live and on-demand learning. \u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fblog\u002Fcustomer-education-strategies-2023-recession\u002F?ref=blog-api.saastube.io\">Customer education\u003C\u002Fa> informs users of recent updates and features while teaching them about the product's benefits that are particular to their role or area of interest.\u003C\u002Fp>\u003Ch3 id=\"flexibility-and-availability-in-on-demand-training\">Flexibility and Availability in on-demand training\u003C\u002Fh3>\u003Cp>On-demand training will enable you to connect with more customers anywhere and anytime for broader reach and engagement. There are no longer limitations due to time zones, geography, room capacity, or instructor availability. The training can be picked up and continued at any time, and trainees can review the material as often as they like.\u003C\u002Fp>\u003Cp>Additionally, you can scale the impact of your best instructors by highlighting them in on-demand content. Customers worldwide can gain from your best training, regardless of their location or the time they attend.\u003C\u002Fp>\u003Ch3 id=\"reduced-training-costs\">Reduced Training Costs\u003C\u002Fh3>\u003Cp>Education becomes more affordable by transitioning from in-person instruction to on-demand learning through a customer training LMS. The days of flying instructors nationwide to hold in-person sessions with customers are long gone. Setting up team training each time your business grows can be prohibitively expensive, especially if your customers are spread worldwide. \u003C\u002Fp>\u003Cp>With a learning management system, you can continuously deliver online training materials, allowing the upfront costs associated with curriculum design and creation to continue to pay for themselves without needing to hire paid trainers to conduct the same sessions repeatedly.\u003C\u002Fp>\u003Ch3 id=\"reduced-customer-support-tickets\">Reduced Customer Support Tickets\u003C\u002Fh3>\u003Cp>Customer tickets require time and effort to resolve, which frequently causes employee burnout. LMS for customer onboarding can free employees to concentrate on more strategic customer concerns by creating training material addressing these critical areas. It might also result in fewer customer support tickets being submitted, saving money.\u003C\u002Fp>\u003Ch3 id=\"improved-retention-and-renewal\">Improved Retention and Renewal\u003C\u002Fh3>\u003Cp>A solid customer onboarding LMS can help to reduce customer churn while increasing \u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fblog\u002Fcustomer-retention-importance\u002F?ref=blog-api.saastube.io\">customer retention\u003C\u002Fa> rates. When your customers learn how to use your product and discover its benefits firsthand, they become more immersed in it. Demonstrating the value of your services or products to customers boost their engagement and make customers loyal to your product. You can also help customers benefit from your good or service indefinitely by providing continuous education, thereby increasing the probability of renewals.\u003C\u002Fp>\u003Ch3 id=\"improve-your-customer-onboarding-with-learning-management-tools\">Improve Your Customer Onboarding with Learning Management Tools\u003C\u002Fh3>\u003Cp>Learning Management Tools can serve many customers at the same time and provide a unified learning experience with information on how to use your products and all of the technicalities involved. Furthermore, the best LMS for customer onboarding help saves a lot of time for your team by reducing repetitive and monotonous training tasks.\u003C\u002Fp>\u003Cp>Both parties benefit when businesses provide Customers with engaging, insightful, and easily digestible information. Customers benefit from a smooth learning experience that allows them to make the most of their product while your company saves money and reduces churn.\u003C\u002Fp>","6407082971a28704ea459a25","https:\u002F\u002Fblog-api.saastube.io\u002Fcontent\u002Fimages\u002F2023\u002F03\u002FArtboard-1-100.jpg","2023-03-07T09:47:21.000+00:00","2023-10-09T04:21:22.000+00:00","2023-03-07T10:40:12.000+00:00","The secret sauce to a successful LMS is ingraining your product into onboarding. How can we do this better?","https:\u002F\u002Ftrainn.co\u002Fblog\u002Fhow-to-automate-your-customer-onboarding-in-3-easy-steps\u002F",[115,116],{"id":23,"name":24,"slug":25,"description":26,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":27},{"id":117,"name":118,"slug":119,"description":120,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":121},"6a348564a714870001980644","Customer Education","customer-education","Customer education empowers individuals to make informed decisions and extract maximum value from products and services. These blogs would help you spot different ways of doing so.","https:\u002F\u002Fblog-api.saastube.io\u002Ftag\u002Fcustomer-education\u002F",[123],{"id":87,"name":88,"slug":89,"profile_image":90,"cover_image":19,"bio":91,"website":19,"location":19,"facebook":19,"twitter":19,"threads":19,"bluesky":19,"mastodon":19,"tiktok":19,"youtube":19,"instagram":19,"linkedin":19,"meta_title":19,"meta_description":19,"url":92},{"id":87,"name":88,"slug":89,"profile_image":90,"cover_image":19,"bio":91,"website":19,"location":19,"facebook":19,"twitter":19,"threads":19,"bluesky":19,"mastodon":19,"tiktok":19,"youtube":19,"instagram":19,"linkedin":19,"meta_title":19,"meta_description":19,"url":92},{"id":23,"name":24,"slug":25,"description":26,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":27},"https:\u002F\u002Fblog-api.saastube.io\u002F7-reasons-why-learning-management-tools-for-customer-onboarding-can-help-businesses-save-more-money\u002F","7 Reasons Why LMS Tools for Customer Onboarding Save Money","Customer education starts at onboarding. How can your LMS tool be optimized for you to not only have raving fans but also help you save money?",{"id":130,"uuid":131,"title":132,"slug":133,"html":134,"comment_id":135,"feature_image":136,"featured":13,"visibility":14,"created_at":137,"updated_at":138,"published_at":139,"custom_excerpt":140,"codeinjection_head":19,"codeinjection_foot":19,"custom_template":19,"canonical_url":141,"tags":142,"authors":144,"primary_author":146,"primary_tag":147,"url":148,"excerpt":140,"reading_time":96,"access":44,"comments":13,"og_image":19,"og_title":132,"og_description":140,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":149,"meta_description":150,"email_subject":19,"frontmatter":19,"feature_image_alt":19,"feature_image_caption":19},"6a348566a714870001980674","3e7c62af-286c-40b2-b746-1931a90d1124","High-touch vs. low-touch onboarding (and the unassuming hero called tech touch)","high-touch-vs-low-touch-onboarding-and-tech-touch-onboarding","\u003Cp>In 2016, Innisfree, a Korean beauty brand, color-coded \u003Ca href=\"https:\u002F\u002Fwww.springwise.com\u002Fnew-shopping-baskets-just-browsing-help-wanted\u002F?ref=blog-api.saastube.io\">its baskets\u003C\u002Fa> for customers to indicate whether or not they needed a salesperson’s help.\u003C\u002Fp>\u003Cp>By picking the black basket, you choose to do the shopping alone, and by selecting the orange basket, you would be open to salespeople helping you shop.\u003C\u002Fp>\u003Cfigure class=\"kg-card kg-image-card kg-card-hascaption\">\u003Cimg src=\"https:\u002F\u002Flh4.googleusercontent.com\u002FOFyViwNHk2Dnj49K9y2nFk6zeR_qQZf2C57oTYtxS355W_PTTHD5Wdjg9g3HXPP464jGQHUhnNVIJ2dYCRqZHW_ixD8W0zIdw0pYI6tDX-x2N3Dmo9v7Gnz21eaANECk7bho4gZI2l-MjLa5FrP5nJgfHulU9-L4HjbWNY65zcXWH2q43z4ozrsijg\" class=\"kg-image\" alt=\"Innisfree shopping cart (via Springwise)\" loading=\"lazy\">\u003Cfigcaption>Source: Innisfree shopping cart (via Springwise)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\u003Cp>Innisfree’s idea was revolutionary at the time. It gave away significant data about the customer as soon as they entered the store.\u003C\u002Fp>\u003Cp>Businesses and their customer-facing teams have struggled long nights to crack the Da Vinci of what the customer really wants. But even when they \u003Cem>Dan-Brown\u003C\u002Fem> their way through this, it leads them to another turn in the labyrinth of \u003Cstrong>‘what does the customer already know’\u003C\u002Fstrong> and \u003Cstrong>‘what else should they know now.’\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>The problem intensifies as people like to receive their answers differently. While some people entering Innisfree would like to chat with the salespeople about the ingredients in their products, others preferred their silence.\u003C\u002Fp>\u003Cp>Reddit obviously had a hay day with it.\u003C\u002Fp>\u003Cp>While Innisfree’s color-coded baskets would help an anxious customer entering a store bracing to be assaulted by the salespeople, some \u003Ca href=\"https:\u002F\u002Fhellogiggles.com\u002Fshopping-baskets-ensure-never-talk-salesperson-dont-want\u002F?ref=blog-api.saastube.io\">Reddit users\u003C\u002Fa> also pointed at fundamental flaws in the idea.\u003C\u002Fp>\u003Cfigure class=\"kg-card kg-image-card kg-card-hascaption\">\u003Cimg src=\"https:\u002F\u002Flh3.googleusercontent.com\u002FteOrha8dVd2lu9xrHy51TbTMF0oKv37vo13Ss9Z-g1fRScyhbXFIO-OgKvQ09kyCPPRlOaxgKVcMF32eSMXpfhK-pZKrzOmWAM4QXY4YNZ8FK5Q49CE2qTnqxF_OwCGCLejxo5O6AC4wLyoDRG7bHkfUJJRgNOUstH9FR9lQiTUt4WDUJgifEndS9A\" class=\"kg-image\" alt loading=\"lazy\">\u003Cfigcaption>Source: Reddit\u003C\u002Ffigcaption>\u003C\u002Ffigure>\u003Cp>Do customers enjoy guidance, or do they like doing things independently?\u003C\u002Fp>\u003Cp>Companies squirm as it slowly dawns on them that it has never been an ‘either’ ‘or’ situation. \u003C\u002Fp>\u003Cp>Let's carry this anti-thesis to product onboarding to break this down.\u003C\u002Fp>\u003Ch2 id=\"the-argument-for-sophisticated-tools\">The argument for sophisticated tools\u003C\u002Fh2>\u003Cp>At Trainn, our principles have always been simple. While designing the onboarding experience for the user, we asked ourselves how we would like to be onboarded onto a product. \u003C\u002Fp>\u003Cp>For this, we analyzed the tools we use on a daily basis and went back to the roots of how we learned them.\u003C\u002Fp>\u003Cp>While our social media marketers swear by \u003Ca href=\"https:\u002F\u002Facademy.hubspot.com\u002F?ref=blog-api.saastube.io\">Hubspot’s on-demand product videos\u003C\u002Fa> to have acted as onboarding, our email marketers say that speaking to a member of Hubspot’s team has helped them adopt the product easily. \u003C\u002Fp>\u003Cp>We realized two things here, one that the world already knew and one more that the world refused to acknowledge.\u003C\u002Fp>\u003Col>\u003Cli>Product adoption starts with smooth onboarding\u003C\u002Fli>\u003Cli>The level of technical knowledge required to use a product never mattered, provided the learning experience is tailored to the user’s needs.\u003C\u002Fli>\u003C\u002Fol>\u003Cp>An understanding of the user is essential to fine-tune the approach needed for their onboarding experience.\u003C\u002Fp>\u003Ch2 id=\"what-is-high-touch-onboarding\">What is high-touch onboarding?\u003C\u002Fh2>\u003Cp>Imagine high-touch as people standing in every corner of the \u003Ca href=\"https:\u002F\u002Fwww.longleat.co.uk\u002Fmain-square\u002Fhedge-maze?ref=blog-api.saastube.io\">Longleat maze\u003C\u002Fa> guiding you from the beginning to the finish.\u003C\u002Fp>\u003Cp>High-touch onboarding is when the customer success team is proactively involved in the customer journey. The sales teams tailor their pitches according to the customer's needs based on their conversations with them. \u003C\u002Fp>\u003Cp>The mission is to keep the purchase decision at the top of the customer’s mind and keep the momentum going with emails, calls, meetings, and product demos to familiarize the customer with the product.\u003C\u002Fp>\u003Cp>A high-touch approach is more useful when the customer expects a human interaction before taking the decision to purchase, or if the solution is to be built around the customers’ needs.\u003C\u002Fp>\u003Ch2 id=\"what-is-low-touch-onboarding\">What is low-touch onboarding?\u003C\u002Fh2>\u003Cp>A low-touch onboarding model is when the customer is asked to rely on the tech to solve their problems. It is more of a product-led model where the information is evident for the customer to adopt the product without human intervention. \u003C\u002Fp>\u003Cp>Here, companies are more focused on building powerful automation and intuitive UI. This is mostly more convenient when the product is self-serve in nature.  But it is not all wild west with low-touch onboarding. \u003C\u002Fp>\u003Cp>The user is equipped with an armory of resources at their disposal. There is enough content around the product to enable customers to hit the road running.\u003C\u002Fp>\u003Ch3 id=\"the-misconception-with-low-touch-onboarding-\">The misconception with low-touch onboarding.\u003C\u002Fh3>\u003Cp>\u003Ca href=\"https:\u002F\u002Fwww.linkedin.com\u002Fin\u002Fguru-prasanna\u002F?ref=blog-api.saastube.io\">Guru Prasanna, who takes care of Trainn’s GTM strategy\u003C\u002Fa> says, \u003C\u002Fp>\u003Cblockquote>\"Most often people assume there is no human involvement when it comes to low-touch, and it cannot be far from the truth. We have humans equipped to help our users, whether they are part of low-touch or high-touch onboarding flows.”\u003C\u002Fblockquote>\u003Cp>The customer success reps must ensure that everyone gets practical answers through clear communication, irrespective of being answered at scale through low-touch.\u003C\u002Fp>\u003Ch2 id=\"high-touch-onboarding-vs-low-touch-onboarding\">High-touch onboarding vs. low-touch onboarding\u003C\u002Fh2>\u003Cp>For ease of understanding, here are some differences between high-touch and low-touch onboarding.\u003C\u002Fp>\u003C!--kg-card-begin: markdown-->\u003Ctable>\n\u003Cthead>\n\u003Ctr>\n\u003Cth>High-touch onboarding\u003C\u002Fth>\n\u003Cth>Low-touch onboarding\u003C\u002Fth>\n\u003C\u002Ftr>\n\u003C\u002Fthead>\n\u003Ctbody>\n\u003Ctr>\n\u003Ctd>A personalized aid for users mainly through human interaction\u003C\u002Ftd>\n\u003Ctd>A generic approach to aid the user in adopting the product with less to nil human interaction\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd>Useful for products that need to be customized on a case-by-case basis\u003C\u002Ftd>\n\u003Ctd>Useful for products of self-serve nature\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd>Some methods include product onboarding demos and exploratory calls with interested parties\u003C\u002Ftd>\n\u003Ctd>Some methods include FAQs, support documents, and exploratory product videos\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003C\u002Ftbody>\n\u003C\u002Ftable>\n\u003C!--kg-card-end: markdown-->\u003Cp>It is impossible to add a customer rep every time a new customer onboards or an existing customer comes up with a personalized request. It would also be unethical to have employees working overnight on weekends. For this reason, a dual approach combining low-touch and high-touch is needed to give the users the best experience.\u003C\u002Fp>\u003Cp>But are we limited to only two options?\u003C\u002Fp>\u003Ch2 id=\"what-s-next-in-onboarding\">What’s next in onboarding?\u003C\u002Fh2>\u003Cp>Do you remember the ever-enthusiastic \u003Ca href=\"https:\u002F\u002Fwww.artsy.net\u002Farticle\u002Fartsy-editorial-life-death-microsoft-clippy-paper-clip-loved-hate?ref=blog-api.saastube.io\">Mr. Clippy\u003C\u002Fa> from the 90s?\u003C\u002Fp>\u003Cfigure class=\"kg-card kg-image-card kg-card-hascaption\">\u003Cimg src=\"https:\u002F\u002Flh4.googleusercontent.com\u002Ftx9kIG1pVAhG5-TVmvj19N_8dmoRnDxrFySG5rTnGXDaMOjjmUgLnJ23Qdel8LceBslN44FC2mrnEDMelCcX5qGCaGIiauq7G6Q8JFOAAFGnNxSsNvBqCyMyBSPWVHNVEAb_CqhW9WJ0d9-p9AWvjsLuYLYwADSEmUXyb5hxcSrLMMuer944M3Vriw\" class=\"kg-image\" alt=\"Clippy from the 90s\" loading=\"lazy\">\u003Cfigcaption>Source: Artsy\u003C\u002Ffigcaption>\u003C\u002Ffigure>\u003Cp>It might sound unreal for the millennial who types their emails on the go but back in the 90s when computers were menacing machines reserved for cubicles with serious jobs, Microsoft unveiled Mr. Clippy to break the stereotype and help computers get adopted at a large scale.\u003C\u002Fp>\u003Cp>But as this started happening, more people got accustomed to having a desktop computer at their houses and soon Clippy’s involvement with everyday tasks started to bother people using the Microsoft range of products. \u003C\u002Fp>\u003Cp>Whether it was Clippy never learning your name or \u003Ca href=\"http:\u002F\u002Fxenon.stanford.edu\u002F~lswartz\u002Fpaperclip\u002Fpaperclip.pdf?ref=blog-api.saastube.io\">Clifford Nass’s research from Harvard \u003C\u002Fa>that said people placed the same standards for the products they dealt with as much as they placed for humans, Clippy was a lesson in intuitive assistance.\u003C\u002Fp>\u003Cp>That’s why, even in today’s world, altering between high-touch and low-touch is not enough to make people fall in love with your product. A good onboarding strategy is one that cares about the customer and sets the stage for them to stay for the long haul.\u003C\u002Fp>\u003Cp>So how do you scale along with your customers without stressing your customer success reps or opting for a metallic maniac like Clippy?\u003C\u002Fp>\u003Ch2 id=\"tech-touch-onboarding\">Tech-touch onboarding\u003C\u002Fh2>\u003Cp>A tech-touch model is best for scaling companies. It is a data-driven model that uses relevant UI patterns in onboarding and a less-invasive presence throughout the user journey. It is knowing when to suggest a guide, or prompt a walk-through video in the user’s experience.\u003C\u002Fp>\u003Cp>\u003Ca href=\"https:\u002F\u002Foutplayhq.com\u002F?ref=blog-api.saastube.io\">Outplay, a sales engagement platform\u003C\u002Fa> adds a personalized digital engagement layer by making custom videos from Trainn to help its customers at different levels of the product education journey. This allows them to send personalized messages at a scale.\u003C\u002Fp>\u003Ch3 id=\"tech-touch-does-not-mean-low-touch-or-high-touch\">Tech-touch does not mean low-touch or high touch\u003C\u002Fh3>\u003Cp>It is often a misconception that tech-touch is low-touch. In fact, tech-touch is a mode of engagement and strays from fitting into the realms of high or low touch. \u003C\u002Fp>\u003Cp>Tech-touch does use automated communication, but it cannot be defined by it. For instance, a tech-touch approach analyzes customer data through NPS, health scores, and activity within the product. \u003C\u002Fp>\u003Cp>This helps the customer success team categorize the users and subject them to automated emails, in-app notifications, or used-case videos that push them to the next level based on their actions on the product.\u003C\u002Fp>\u003Cp>\u003Ca href=\"https:\u002F\u002Fwww.gainsight.com\u002F?ref=blog-api.saastube.io\">Gainsight, a customer success, and product experience software\u003C\u002Fa>, first collect data to understand the customer pain points. It provides an \u003Ca href=\"https:\u002F\u002Finfo.gainsight.com\u002Fdemo-center.html?ref=blog-api.saastube.io\">on-demand demo center\u003C\u002Fa> consisting of product guides, onboarding modules, videos, and walk-through articles, which helps customers self-pace their learning. \u003C\u002Fp>\u003Cp>You can do the same with \u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fsaas-customer-education\u002F?ref=blog-api.saastube.io\">Trainn’s academy\u003C\u002Fa>. Create a no-code academy for your product and empower your users to self-pace their learning. You can also have a customized LMS portal and add certificates and communities within it to incentivize and humanize the experience.\u003C\u002Fp>\u003Cp>In short, tech-touch is a human-centric model which reaches out to customers proactively and extends beyond onboarding. It defines touch points in the customer journey to automate human interactions.\u003C\u002Fp>\u003Ch2 id=\"balancing-the-human-and-the-tech-in-onboarding\">Balancing the human and the tech in onboarding\u003C\u002Fh2>\u003Cp>Brian Nicholls, the Vice President of Customer Success at UserIQ, \u003Ca href=\"https:\u002F\u002Fwww.customersuccesscollective.com\u002Fthe-balance-between-tech-and-human-touch-during-onboarding\u002F?ref=blog-api.saastube.io\">says when it comes to onboarding\u003C\u002Fa>, “Your customers are still human; humans are still buying from humans. And although it might seem like big tech isn’t going anywhere– and it definitely isn’t–  we’re still figuring it out. However, the human touch has been around a whole lot longer.”\u003C\u002Fp>\u003Cp>When building an onboarding process, we consider the resources and assets available for the business. We think about how each user in this funnel would reach the end goal, the first conversion, and so on. \u003C\u002Fp>\u003Cp>But we seldom think of their human journey or the human experience. \u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fblog\u002Fb2b-onboarding-best-practices-post-purchase-2022\u002F?ref=blog-api.saastube.io\">Understanding the psychological journey of humans can help to humanize the onboarding process\u003C\u002Fa>, whether high-touch, low-touch or tech-touch approaches are adopted. \u003C\u002Fp>\u003Cp>Another way to approach this is to go through your onboarding process with a fresh pair of eyes and to understand the questions that might arise from your customers. This would help you figure out bottlenecks in the process. You can also figure this out by asking your customers through surveys at places where customers fall through.\u003C\u002Fp>\u003Cp>Understanding the human behind the tech would help make the product experience better for the user, whether they opt for high-touch, low-touch, or tech-touch. \u003C\u002Fp>\u003Cp>\u003Cstrong>If you would like to discuss a combined strategy to educate your users on your product from onboarding, \u003Ca href=\"https:\u002F\u002Fhello.trainn.co\u002Fmeetings\u002Ftrainn-demo\u002Fbooking?ref=blog-api.saastube.io\">let’s get on a call.\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>","635bd82b71a28704ea459407","https:\u002F\u002Fblog-api.saastube.io\u002Fcontent\u002Fimages\u002F2022\u002F12\u002Fhigh-touch-low-touch-onboarding.jpeg","2022-10-28T13:24:59.000+00:00","2023-09-14T08:30:34.000+00:00","2022-10-28T21:43:26.000+00:00","What type of onboarding is your customer comfortable with? Let us explore High-touch onboarding and low-touch onboarding along with the rising hero on the horizon - tech touch onboarding. ","https:\u002F\u002Ftrainn.co\u002Fblog\u002Fhigh-touch-vs-low-touch-onboarding-and-tech-touch-onboarding\u002F",[143],{"id":23,"name":24,"slug":25,"description":26,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":27},[145],{"id":87,"name":88,"slug":89,"profile_image":90,"cover_image":19,"bio":91,"website":19,"location":19,"facebook":19,"twitter":19,"threads":19,"bluesky":19,"mastodon":19,"tiktok":19,"youtube":19,"instagram":19,"linkedin":19,"meta_title":19,"meta_description":19,"url":92},{"id":87,"name":88,"slug":89,"profile_image":90,"cover_image":19,"bio":91,"website":19,"location":19,"facebook":19,"twitter":19,"threads":19,"bluesky":19,"mastodon":19,"tiktok":19,"youtube":19,"instagram":19,"linkedin":19,"meta_title":19,"meta_description":19,"url":92},{"id":23,"name":24,"slug":25,"description":26,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":27},"https:\u002F\u002Fblog-api.saastube.io\u002Fhigh-touch-vs-low-touch-onboarding-and-tech-touch-onboarding\u002F","High-touch vs Low-touch vs Tech-touch Onboarding with Trainn","What onboarding approach do you prefer? Let us explore High-touch onboarding and low-touch onboarding along with the rising hero on the horizon - tech touch onboarding. ",{"id":152,"uuid":153,"title":154,"slug":155,"html":156,"comment_id":157,"feature_image":158,"featured":13,"visibility":14,"created_at":159,"updated_at":160,"published_at":161,"custom_excerpt":162,"codeinjection_head":19,"codeinjection_foot":19,"custom_template":19,"canonical_url":163,"tags":164,"authors":166,"primary_author":168,"primary_tag":169,"url":170,"excerpt":162,"reading_time":43,"access":44,"comments":13,"og_image":19,"og_title":154,"og_description":162,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":171,"meta_description":162,"email_subject":19,"frontmatter":19,"feature_image_alt":19,"feature_image_caption":19},"6a348566a714870001980670","0817dd35-848b-4150-83cd-7f74874a7e4f","3 Ways to Prepare an Easy Customer Onboarding: The Race Car Approach","3-ways-to-prepare-an-easy-customer-onboarding-the-race-car-approach","\u003Cp>A successful \u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fcustomer-onboarding-software-saas\u002F?ref=blog-api.saastube.io\">customer onboarding\u003C\u002Fa> strategy is simple if you think about it. In the onboarding stage, both you and your customers want the best for them. The only focus here is to get your customer maximum value in a minimal amount of time. \u003C\u002Fp>\u003Cp>While some companies are acing onboarding and conversions, why are other companies losing customers to the dark void between onboarding and product adoption? \u003C\u002Fp>\u003Cp>Does this have to do with the company's size or the product's ease of use? But what if you do not have enough people to shed towards your onboarding teams?\u003C\u002Fp>\u003Cp>What easy tricks do successful companies do to make their customers stay, and most importantly, can we get the \u003Cem>cheat sheet\u003C\u002Fem>?\u003C\u002Fp>\u003Ch2 id=\"shortcut-to-cheat-sheet\">\u003Cstrong>Shortcut to cheat sheet\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>You can skip to the segments you want to explore first.\u003C\u002Fp>\u003C!--kg-card-begin: markdown-->\u003Cul>\n\u003Cli>\n\u003Cp>\u003Ca href=\"#decoding-success-in-customer-onboarding\">Decoding success in customer onboarding\u003C\u002Fa>\u003C\u002Fp>\n\u003C\u002Fli>\n\u003Cli>\n\u003Cp>\u003Ca href=\"#the-3-secrets-behind-successful-customer-onboarding\">The 3 secrets behind customer onboarding\u003C\u002Fa>\u003C\u002Fp>\n\u003Cul>\n\u003Cli>\u003Ca href=\"#on-your-mark-\">On your mark\u003C\u002Fa>\n\u003Cul>\n\u003Cli>\u003Ca href=\"#set-your-customer-onboarding-goals\">Establishing your goals\u003C\u002Fa>\u003C\u002Fli>\n\u003Cli>\u003Ca href=\"#prepare-your-customer-onboarding-team\">Prepare your team\u003C\u002Fa>\u003C\u002Fli>\n\u003C\u002Ful>\n\u003C\u002Fli>\n\u003Cli>\u003Ca href=\"#get-set-\">Get set\u003C\u002Fa>\n\u003Cul>\n\u003Cli>\u003Ca href=\"#setting-up-the-customer-onboarding-journey\">Setting up the customer onboarding journey\u003C\u002Fa>\u003C\u002Fli>\n\u003Cli>\u003Ca href=\"#marking-the-milestones\">Marking the milestones\u003C\u002Fa>\u003C\u002Fli>\n\u003C\u002Ful>\n\u003C\u002Fli>\n\u003Cli>\u003Ca href=\"#go-\">Go\u003C\u002Fa>\n\u003Cul>\n\u003Cli>\u003Ca href=\"#pre-launch-and-test-your-onboarding-flow\">Pre-launch and test your onboarding flow\u003C\u002Fa>\u003C\u002Fli>\n\u003Cli>\u003Ca href=\"#launch\">Launch\u003C\u002Fa>\u003C\u002Fli>\n\u003C\u002Ful>\n\u003C\u002Fli>\n\u003C\u002Ful>\n\u003C\u002Fli>\n\u003C\u002Ful>\n\u003C!--kg-card-end: markdown-->\u003Ch2 id=\"decoding-success-in-customer-onboarding\">\u003Cstrong>Decoding success in customer onboarding\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>Let’s look at two companies with different operating models and simple onboarding practices with fewer human interactions.\u003C\u002Fp>\u003Cp>\u003Ca href=\"https:\u002F\u002Fwww.dropbox.com\u002F?ref=blog-api.saastube.io\">Dropbox, the cloud storage platform\u003C\u002Fa>, uses an elaborate email sequence to help with customer onboarding. Recently they even added videos to this mix, giving them an average 10% hike in open rates. This approximately correlated to a $24M increase in revenue, depicted by a smiley-faced onboarding team hand-in-hand with their sales teams. \u003Cbr>\u003C\u002Fp>\u003Cfigure class=\"kg-card kg-image-card kg-card-hascaption\">\u003Cimg src=\"https:\u002F\u002Flh3.googleusercontent.com\u002FtDmL6g87QP0gJcybEenomzNHfzflUWepXhsLzqMZHMO2k58-fvscricNFyrOcNDzLJS5YZmGXaL6A71TELk3eS-xrfEHx3fWwIcrSrAX7MeCKzIGDA_73r0LfuV8_W-Ix2YnRTMLSFVluw6VmsSR83M\" class=\"kg-image\" alt=\"Dropbox onboarding email\" loading=\"lazy\">\u003Cfigcaption>Source: Dropbox onboarding emails on Customer.io\u003C\u002Ffigcaption>\u003C\u002Ffigure>\u003Cp>\u003Ca href=\"https:\u002F\u002Fwww.duolingo.com\u002F?ref=blog-api.saastube.io\">Duolingo, the language learning app\u003C\u002Fa>, turned ten this year and has become a social media sensation for its UX. It uses a customized approach to onboarding its customers. They use interactive visuals that make learning a new language easy and fun.\u003Cbr>\u003C\u002Fp>\u003Cfigure class=\"kg-card kg-image-card kg-card-hascaption\">\u003Cimg src=\"https:\u002F\u002Flh6.googleusercontent.com\u002F_lSS5Ieg7Z6hrdvgvhtV2KwbWS4Hs2lhrrd5cZlr3OlTN_kwW0LsAEZPouU5-WZbYOTceDbFWXlKDMMKUiOiayAQFfJXu7HvigA0wuBezwvpGPSc0eN4hh5F2j7Wsxp3aQtdToY6WAscDzVtsAzDtAk\" class=\"kg-image\" alt=\"Duolingo onboarding\" loading=\"lazy\">\u003Cfigcaption>Source: Our teammate flexing her Spanish\u003C\u002Ffigcaption>\u003C\u002Ffigure>\u003Cp>While Dropbox prefers sending their customers collateral to learn and use the product, Duolingo lets them learn the tool by using it. These companies blend passive and active learning methods through their onboarding approaches to fit their audience and product complexity, directly impacting the bottom line. \u003C\u002Fp>\u003Cp>While people glorify the impact, they seldom notice that most companies have taken entirely different approaches to reach the same destination. \u003C\u002Fp>\u003Cp>Considering there is no silver bullet to make you an overnight billionaire from onboarding, where do we start if we want to set up an easy customer onboarding flow?\u003C\u002Fp>\u003Ch2 id=\"the-3-secrets-behind-successful-customer-onboarding\">\u003Cstrong>The 3 secrets behind successful customer onboarding \u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>Lincoln Murphy from \u003Ca href=\"https:\u002F\u002Fsixteenventures.com\u002Fcustomer-onboarding?ref=blog-api.saastube.io\">Sixteen Ventures\u003C\u002Fa> says that successful customer onboarding depends on the initial success of the customer and how soon they realize the value in their relationship with you.\u003C\u002Fp>\u003Cp>We can break down the process of customer onboarding into three stages and take the analogy of a race here to simplify the different steps involved in setting up an onboarding flow.\u003Cbr>\u003C\u002Fp>\u003Cfigure class=\"kg-card kg-image-card kg-card-hascaption\">\u003Cimg src=\"https:\u002F\u002Flh5.googleusercontent.com\u002FiPCBLU-9ZZk1mqx9fi3fptCkOEoMmI24mdsIQQdOYaLWhYha6iWpkMKes2Sco7FiKqX6glynw8OrZAsGIwwJuBj0yfoBQHe9Iwn7RJLMlcxLkucx2NAibSSlxiuW5jq--_0Q3AzjLks6w2IbqoOdQ5Q\" class=\"kg-image\" alt=\"Cars the movie\" loading=\"lazy\">\u003Cfigcaption>Source: Cars, the movie\u003C\u002Ffigcaption>\u003C\u002Ffigure>\u003Ch3 id=\"on-your-mark-\">\u003Cstrong>On your mark \u003C\u002Fstrong>🏁\u003C\u002Fh3>\u003Cp>In a race course, this points the racers to be ready near their starting points (the mark). In onboarding, your mark would refer to setting up things essential to gear your customers for launch,\u003C\u002Fp>\u003Cul>\u003Cli>Your goals\u003C\u002Fli>\u003Cli>Your team\u003C\u002Fli>\u003C\u002Ful>\u003Ch4 id=\"set-your-customer-onboarding-goals\">\u003Cstrong>Set your customer onboarding goals\u003C\u002Fstrong>\u003C\u002Fh4>\u003Cp>Any successful onboarding has a mission that mainly revolves around educating your customers on how they can get their first win out of it.\u003C\u002Fp>\u003Cp>At \u003Ca href=\"https:\u002F\u002Ftrainn.co\u002F?ref=blog-api.saastube.io\">Trainn, as a video-first customer education tool\u003C\u002Fa>, we onboard our customers with the help of videos by Trainn about Trainn.  We spoke to \u003Ca href=\"https:\u002F\u002Fwww.linkedin.com\u002Fin\u002Fnvivek16\u002F?ref=blog-api.saastube.io\">Vivekanandhan Natarajan, co-founder of Trainn\u003C\u002Fa> to further understand the process behind Trainn’s onboarding goals. \u003C\u002Fp>\u003Cp>He says,\u003C\u002Fp>\u003Cblockquote>\u003Cstrong>\u003Cem>\u003Cstrong>“In Trainn, we identified important product activation goals that we want our users to do for effective production adoption. In our case, the goals were \u003C\u002Fstrong>'\u003Cstrong>installing extension\u003C\u002Fstrong>'\u003Cstrong>, \u003C\u002Fstrong>'\u003Cstrong>recording a video using that extension\u003C\u002Fstrong>'\u003Cstrong>, \u003C\u002Fstrong>'\u003Cstrong>editing the recorded video\u003C\u002Fstrong>'\u003Cstrong>, \u003C\u002Fstrong>'\u003Cstrong>sharing the video with others\u003C\u002Fstrong>'\u003Cstrong> and so on”.\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fblockquote>\u003Cfigure class=\"kg-card kg-image-card kg-card-hascaption\">\u003Cimg src=\"https:\u002F\u002Flh5.googleusercontent.com\u002F_Fbh25pF3knV47m5JEEHEocgvPd5rbtzvXjNhf698alDSvHZbTCRkY83dBARueKUxtZ85l7m8Pg_nWQHus852IjgIaS_AumBVZkBlQJNrX0NEMlKz3U7yIClevMWnkiEpLANT6VDWckFC5UOWjQNhAY\" class=\"kg-image\" alt=\"Trainn customer onboarding \" loading=\"lazy\">\u003Cfigcaption>Source: Trainn customer onboarding\u003C\u002Ffigcaption>\u003C\u002Ffigure>\u003Cp>While this method can be easily used for self-serve businesses, a certain level of human interaction is necessary for complex products. It is essential to arrange a team of people with clearly defined goals who oversee the onboarding process from start to finish.\u003C\u002Fp>\u003Ch4 id=\"prepare-your-customer-onboarding-team\">\u003Cstrong>Prepare your customer onboarding team \u003C\u002Fstrong>\u003C\u002Fh4>\u003Cp>Depending on the size of the organization, your team size would vary. But to see success with onboarding, your team needs these \u003Cstrong>three archetypes.\u003C\u002Fstrong> \u003C\u002Fp>\u003Cul>\u003Cli>\u003Cstrong>The Subject Matter Expert:\u003C\u002Fstrong> This is the person who knows the ins and outs of the product. In a startup, this could be the founder. In a scaling company, when the founder is busy fighting VC fires, it could be a product manager.\u003C\u002Fli>\u003Cli>\u003Cstrong>The Executioner:\u003C\u002Fstrong> Even though the title sounds Grim-Reaper-ish, it simply means the person who can get hands-on and design the customer onboarding experience. This person could be from any of the customer-facing teams.\u003C\u002Fli>\u003Cli>\u003Cstrong>The Manager: \u003C\u002Fstrong>Since the onboarding process brings together people from different departments to understand the customer better, it is best to have a project manager who can lead and coordinate the efforts.\u003C\u002Fli>\u003C\u002Ful>\u003Ch3 id=\"get-set-\">\u003Cstrong>Get Set \u003C\u002Fstrong>🏁\u003C\u002Fh3>\u003Cp>Now that the team is aligned near the mark, it’s time to prepare them for their first customer who steps through the product onboarding gates. The onboarding team’s goals act as their north star, which decides their course of action at this stage.\u003C\u002Fp>\u003Ch4 id=\"setting-up-the-customer-onboarding-journey\">\u003Cstrong>Setting up the customer onboarding journey\u003C\u002Fstrong>\u003C\u002Fh4>\u003Cp>To design the customer onboarding journey, you can bring in all the customer-facing teams and build a consumer experience map. Ask your teams about the different elements they would bring in to impress newly onboarded users.\u003C\u002Fp>\u003Cp>Would you go for an email sequence like Dropbox? Or, would you add colorful UI elements like Duolingo to appeal to a broader audience?\u003C\u002Fp>\u003Cp>Here is an example from \u003Ca href=\"https:\u002F\u002Ftrello.com\u002Fen?ref=blog-api.saastube.io\">Trello\u003C\u002Fa> of its customer onboarding template that highlights the roadmap for their customer, leading them to take their first move within their product in chronological order.\u003C\u002Fp>\u003Cfigure class=\"kg-card kg-image-card kg-card-hascaption\">\u003Cimg src=\"https:\u002F\u002Flh6.googleusercontent.com\u002FLfCeHNxDIzNV2sP0cSWwom3yi9at1YvS_Hl6bReqbB2PKOxRnPAc6SQO2GSwF8c13XmCreCeW2lAxETUgUk3j8aPfc_g2jNegxteRse2BSMuWjiyjAuTgQJrXxZAjOyNOj2lMsykeOdEnz45-fzpQUk\" class=\"kg-image\" alt=\"Trello customer onboarding\" loading=\"lazy\">\u003Cfigcaption>Source: Trello customer onboarding\u003C\u002Ffigcaption>\u003C\u002Ffigure>\u003Cp>The complexity of your product and the level of your customer knowledge would decide your customer journey. Hence there is no one-fit solution for all. Instead, it is better to try out different mediums, from emails to videos, and then double down on what works.\u003C\u002Fp>\u003Ch4 id=\"marking-the-milestones\">\u003Cstrong>Marking the milestones\u003C\u002Fstrong>\u003C\u002Fh4>\u003Cp>As discussed in the first point, successful onboarding is when the customer uses the product and gets their first win. But it continues with their repeated use and slowly morphs into customer success. \u003C\u002Fp>\u003Cp>Setting milestones not only helps push the customers to achieve the objectives you set and makes your product integral in their lives.\u003C\u002Fp>\u003Cp>How often have we been motivated to finish something because we are only a couple of points away from the finish line? \u003C\u002Fp>\u003Cp>Below is an image of \u003Ca href=\"https:\u002F\u002Fmedium.com\u002F@CraigUXHour?ref=blog-api.saastube.io\">Craig Morrison’s\u003C\u002Fa> screen when he shifted to \u003Ca href=\"https:\u002F\u002Fwww.aweber.com\u002F?ref=blog-api.saastube.io\">AWeber, an email marketing tool\u003C\u002Fa>. Curious about the percentage icon, he realized upon clicking on it that it was slyly keeping track of his onboarding progress. \u003Cbr>\u003C\u002Fp>\u003Cfigure class=\"kg-card kg-image-card kg-card-hascaption\">\u003Cimg src=\"https:\u002F\u002Fblog-api.saastube.io\u002Fcontent\u002Fimages\u002F2022\u002F08\u002Foboarding-from-medium.jpg\" class=\"kg-image\" alt=\"Medium Craig Morrison\" loading=\"lazy\" width=\"367\" height=\"395\">\u003Cfigcaption>Source: Medium Craig Morrison\u003C\u002Ffigcaption>\u003C\u002Ffigure>\u003Cp>Users who haven’t finished their onboarding journey are given a visual reminder when the milestones are marked. This can help them become repeat users in the long run.\u003C\u002Fp>\u003Ch3 id=\"go-\">Go! 🏁\u003C\u002Fh3>\u003Cp>The flag has swung, and the race has begun!\u003C\u002Fp>\u003Cp>But are we there yet?\u003C\u002Fp>\u003Ch4 id=\"pre-launch-and-test-your-onboarding-flow\">\u003Cstrong>\u003Cstrong>Pre-launch and test your onboarding flow\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh4>\u003Cp>The best way to test anything is to initiate pre-launch. Your product gets to have a pre-launch and a long-tailed waiting list. Why not your onboarding flow?\u003C\u002Fp>\u003Cp>Test everything from spelling to grammar to UI. Invite your grandma for tea and make her go through the launch sequence. Allow the beta users, employees, and long-time users to test the onboarding flow. \u003C\u002Fp>\u003Cp>The goal is to make users understand you care about their needs, tweak the flow based on their usage, and familiarize them with the product.\u003C\u002Fp>\u003Ch4 id=\"launch\">Launch\u003C\u002Fh4>\u003Cp>The moment of truth has arrived. It may look like all your hard work comes down to this point, but it is just another drop in the ocean of your business. \u003C\u002Fp>\u003Cp>Constantly measure how your users are performing your key product activation metrics and keep tweaking them for better conversions. For example, at Trainn we also came up with a plan to measure our onboarding goals and established a product activation funnel.\u003C\u002Fp>\u003Cp>The idea here is to constantly measure how the users are performing these goals and make the necessary adjustments in the onboarding journey to make the end user see value in the product.\u003C\u002Fp>\u003Cp>Successful customer onboarding doesn’t demand international teams. Instead, when the basics of customer onboarding are covered, it reflects in the bottom line.\u003C\u002Fp>\u003Cp>If you are currently re-thinking your onboarding flow and customer interactions, we are curious to know if you include videos in your onboarding. You can write to us at support@trainn.co and share your thoughts. \u003C\u002Fp>\u003Cp>If you are curious, you can \u003Ca href=\"https:\u002F\u002Fapp.trainn.co\u002Fsign_up?ref=blog-api.saastube.io\">create your first product video here\u003C\u002Fa>.\u003C\u002Fp>","630738a971a28704ea459094","https:\u002F\u002Fblog-api.saastube.io\u002Fcontent\u002Fimages\u002F2022\u002F08\u002FArtboard-1@2x.png","2022-08-25T08:54:01.000+00:00","2023-10-09T04:31:09.000+00:00","2022-08-26T10:10:27.000+00:00","The only three things you need to know to set up a successful low-touch onboarding experience for your customers.","https:\u002F\u002Ftrainn.co\u002Fblog\u002F3-ways-to-prepare-an-easy-customer-onboarding-the-race-car-approach\u002F",[165],{"id":23,"name":24,"slug":25,"description":26,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":27},[167],{"id":87,"name":88,"slug":89,"profile_image":90,"cover_image":19,"bio":91,"website":19,"location":19,"facebook":19,"twitter":19,"threads":19,"bluesky":19,"mastodon":19,"tiktok":19,"youtube":19,"instagram":19,"linkedin":19,"meta_title":19,"meta_description":19,"url":92},{"id":87,"name":88,"slug":89,"profile_image":90,"cover_image":19,"bio":91,"website":19,"location":19,"facebook":19,"twitter":19,"threads":19,"bluesky":19,"mastodon":19,"tiktok":19,"youtube":19,"instagram":19,"linkedin":19,"meta_title":19,"meta_description":19,"url":92},{"id":23,"name":24,"slug":25,"description":26,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":27},"https:\u002F\u002Fblog-api.saastube.io\u002F3-ways-to-prepare-an-easy-customer-onboarding-the-race-car-approach\u002F","3 Rules for an Easy Customer Onboarding Experience",{"page":173,"limit":43,"pages":174,"total":96,"next":174,"prev":19},1,2,[176,182,183,184,190,191,197,201,207,211,217,222,228],{"id":177,"name":178,"slug":179,"description":180,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":181},"6a348564a71487000198063e","Customer Churn","customer-churn","Customer churn is the silent erosion of a business's foundation. With our blogs on churn, we want to remind businesses on how to nurture relationships and deliver value.","https:\u002F\u002Fblog-api.saastube.io\u002Ftag\u002Fcustomer-churn\u002F",{"id":117,"name":118,"slug":119,"description":120,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":121},{"id":29,"name":30,"slug":31,"description":32,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":33},{"id":185,"name":186,"slug":187,"description":188,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":189},"6a348564a71487000198063f","Customer Journey","customer-journey","The customer journey is a dynamic expedition, filled with touch points and milestones, guiding individuals from awareness to advocacy, and revealing opportunities for meaningful engagement along the way. These blogs explore how each point of your customer journey can be made memorable for them.","https:\u002F\u002Fblog-api.saastube.io\u002Ftag\u002Fcustomer-journey\u002F",{"id":23,"name":24,"slug":25,"description":26,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":27},{"id":192,"name":193,"slug":194,"description":195,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":196},"6a348564a714870001980646","Customer Retention","customer-retention","Customer retention is the art of fostering enduring relationships, nurturing loyalty, and continuously exceeding expectations to keep customers coming back for more. These blogs will tell you how to strike the sweet spot with your customers to have them asking for more.","https:\u002F\u002Fblog-api.saastube.io\u002Ftag\u002Fcustomer-retention\u002F",{"id":198,"name":119,"slug":199,"description":19,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":200},"6a8d64776a3cde00011046c2","customer-education-2","https:\u002F\u002Fblog-api.saastube.io\u002Ftag\u002Fcustomer-education-2\u002F",{"id":202,"name":203,"slug":204,"description":205,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":206},"6a348564a714870001980641","LMS","lms","LMS (Learning Management System) is the digital gateway to knowledge, enabling organizations to efficiently create, deliver, and track educational content, empowering learners to acquire skills and expertise at their own pace. These blogs will tell you how to set up an efficient LMS for success.","https:\u002F\u002Fblog-api.saastube.io\u002Ftag\u002Flms\u002F",{"id":208,"name":209,"slug":209,"description":19,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":210},"6a8d64776a3cde00011046c3","onboarding-video","https:\u002F\u002Fblog-api.saastube.io\u002Ftag\u002Fonboarding-video\u002F",{"id":212,"name":213,"slug":214,"description":215,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":216},"6a348564a71487000198063d","Product Adoption","product-adoption","Product adoption is the pivotal moment when users embrace and integrate a new product into their daily lives, marking the transition from curiosity to genuine value realization. These blogs will show you how you can achieve your customer's aha moment soon.","https:\u002F\u002Fblog-api.saastube.io\u002Ftag\u002Fproduct-adoption\u002F",{"id":218,"name":219,"slug":220,"description":19,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":221},"6a9193cfb78148000171418c","Templates","templates","https:\u002F\u002Fblog-api.saastube.io\u002Ftag\u002Ftemplates\u002F",{"id":223,"name":224,"slug":225,"description":226,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":227},"6a348564a714870001980642","Video Creation","video-creation","Video creation is the art of storytelling brought to life through moving images, sound, and emotion, captivating audiences and leaving a lasting impact in the digital realm. These blogs will tell you how to make the best videos that keep your users engaged when it comes to learning about your product.","https:\u002F\u002Fblog-api.saastube.io\u002Ftag\u002Fvideo-creation\u002F",{"id":229,"name":230,"slug":231,"description":232,"feature_image":19,"visibility":14,"og_image":19,"og_title":19,"og_description":19,"twitter_image":19,"twitter_title":19,"twitter_description":19,"meta_title":19,"meta_description":19,"codeinjection_head":19,"codeinjection_foot":19,"canonical_url":19,"accent_color":19,"url":233},"6a348564a714870001980645","Video Hacks","video-hacks","Trainn's video hacks are tried and tested. These creative shortcuts and techniques unlock the power of visual storytelling, elevating the quality, engagement, and effectiveness of video content.","https:\u002F\u002Fblog-api.saastube.io\u002Ftag\u002Fvideo-hacks\u002F",1793275713934]