A Guide to SaaS Customer Onboarding

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blog.chartmogul.com

Elements of SaaS Customer Onboarding (And what you can do to improve them)

Signup Form

The onboarding experience starts with that very first step of signing up for the service. It may seem obvious, but filling in the signup form is the first touchpoint that could leave a lasting impression on the customer – especially if it’s a bad one.

Things to consider:

Whether you should ask for a lot of information up front, vs. having a small, simple form. Generally, just asking for the absolutely necessary information is a good strategy here – it reduces the complexity and barrier to signing up.

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