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Ricky is the founder of SaaSwrites. A SaaS founder himself, Ricky found it difficult to grow and market his product after building it. While networking on Twitter with founders, he realized there was a big gap in a platform that can truly help SaaS founders and makers with Marketing. He started SaaSwrites to bring the best marketing and growth resources. Ricky is an expert in SaaS Marketing offering SaaS channel strategy consulting services to SaaS companies. He also writes about SaaS marketing tools that help people with marketing. Ricky is also the founder of a B2B SaaS product - Beejek (a digital receipt platform for retail stores) Say Hi to Ricky @rickywrites on Twitter.
Table of Contents
- How to onboard your early-stage SaaS customers?
- 1. Demonstrate ASAP the value of your product to your target
- 2. Keep it simple - Remove frictions at all cost
- 3. Stay Attractive
- 4. Know your customers
- 5. Identify the reason why they're using your app
- 6. Gamification
- 7. Show your emotions
- 8. Help them to see ASAP the value of your product
- 9. If your product is complex, innovate
- 10. 80/20 on onboarding
- 11. Identify obstacles
- 12. Address them
- 13. Educate
- 14. Entice
- 15. Reduce friction
- 16. Make it productive

How to onboard your early-stage SaaS customers?
1. Demonstrate ASAP the value of your product to your target

2. Keep it simple - Remove frictions at all cost
- Be minimalist
- Use Multiple Choice Questions / Boxes to select when possible
- Don't overcharge the screen
- Do more steps, with fewer questions on each step
3. Stay Attractive
- Use Visuals
- Gifs / Videos
- Progress of the Sign up process (Step X/3), Loading Wheel
4. Know your customers
- Learn about their Company (Size / Sector / Funding Stage)
- Learn about them (Department / Role / Years of Experience)
- Where did they hear about you? (Attribution)
5. Identify the reason why they're using your app
- Helps you to adjust the positioning of your landing page
- The GOAL + Details collected on your customers will help to define better your user stories + build dedicated LP (and improve conv. rates)
6. Gamification
- Provide interactive tutorials if your app needs some training
- Give free perks (free days of trial) if some tasks are achieved
7. Show your emotions
- Once you asked their name, repeat it later on in the onboarding process
- Show your customer that you understand their pain to go through the onboarding process
8. Help them to see ASAP the value of your product
- If necessary, create a dedicated "in-depth setup process" that they can do later
- If an implementation is needed, guide them through it.

9. If your product is complex, innovate
10. 80/20 on onboarding
- Identify the obstacles that come up along the way
- Address those obstacles in your onboarding flow
11. Identify obstacles
- Require a lot of work
- Are boring
- For SaaS apps: Record users' in-app activity using Hotjar
- For physical goods: Run a study. Watch customers use your product
12. Address them
- Educate users
- Entice users
- Reduce friction
- Make onboarding productive
13. Educate
- Walkthrough: Point out key features
- Video: A no-fluff, 1-min video > 15 mins of documentation reading
- SaaS apps: Fill a dashboard w/ sample data & tips
14. Entice
15. Reduce friction
16. Make it productive
- Always make it clear what the next step is
- And that step must appear easy
Written by
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Ricky is the founder of SaaSwrites. A SaaS founder himself, Ricky found it difficult to grow and market his product after building it. While networking on Twitter with founders, he realized there was a big gap in a platform that can truly help SaaS founders and makers with Marketing. He started SaaSwrites to bring the best marketing and growth resources. Ricky is an expert in SaaS Marketing offering SaaS channel strategy consulting services to SaaS companies. He also writes about SaaS marketing tools that help people with marketing. Ricky is also the founder of a B2B SaaS product - Beejek (a digital receipt platform for retail stores) Say Hi to Ricky @rickywrites on Twitter.