USER ONBOARDING AUDIT

User Onboarding Optimization for Every Stage of the Customer Lifecycle.

User Onboarding Audit

We understand the unique challenges and frustrations SaaS organizations are facing when striving to onboarding multiple users at scale. This is why we have launched a comprehensive User & Customer Onboarding audit, tailored to your business needs and product deliverables.

Make the transition

When making the transition to a Product-Led Growth GTM model, inconsistencies and bottlenecks may follow your onboarding practices. Our industry expertise and product data analysis ingenuity help us identify the strengths and weaknesses of your onboarding delivery end-to-end.

You need to conduct an onboarding Audit when:

  • You get signups that never convert to paid
  • Your customer-facing teams spend manpower to handhold customers.
  • Evaluation of the current user onboarding technology stack is critical.
  • The User & Customer Onboarding strengths and weaknesses need to be reconsidered.
  • Internal teams need to define Onboarding ROI & assess their practices’ effectiveness.
  • You need to eliminate Time-to-Value, and enable users experience your aha moments
  • The delivere of tailored product onboarding experiences is imperative.

What Else you Need to Know

Who Does it Concern

  • Small-Medium Businesses
  • Mid-Market Businesses
  • Enterprise Businesses

What we Deliver

  • A thorough evaluation of your current user & customer onboarding activations.
  • Detailed analysis of our findings on videos and extensive reports
  • 3-6 months action plan fitting your organization’s needs
  • UI & UX testing
  • Analysis of current user & customer onboarding KPIs.
  • Personal guidance & Product-Led training

Methodology

  • User Onboarding & Customer Onboarding Practices
  • Existing Growth & Onboarding Reporting Evaluation
  • Learning Curve Overview Estimation
  • UI/UX Assessment
  • Barriers to Entry Elimination
  • Technology Stack Assessment
  • PQLs Categorization & in-app Segmentation Criteria
  • Ad-hoc Product-Led Growth & Onboarding Training

“The audit gave us a holistic view of product experience & helped us optimize the PQLs funnel.”

Konstantinos GiamalisHead of Product, Delivery Hero

Next Steps

Dare to Make the Product-Led Transition