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New Client Onboarding Checklist Template To Nail Your Customer Onboarding Process

Userpilot

Winning new business is critical for any savvy product manager: a new client onboarding checklist template can help you systemize your path to a successful customer onboarding process. Used correctly, this sort of customer onboarding checklist can become an invaluable tool for any product manager.

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Customer Success Models: How to Choose the Right One for Your SaaS?

Userpilot

TL;DR Customer success models are frameworks that help organizations ensure that customers can use their products effectively to realize their goals. A low-touch model relies on automation and self-service resources to onboard and support customers with little direct CSM involvement. Book the demo!

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Product Team Structure – A Guide For SaaS Product Teams

Userpilot

How to choose the right product team structure for your SaaS? We also look at: Responsibilities of product teams Key roles you may want to include Different ways to structure your team Examples of different structures Let’s get right to it! In structure by metrics, different teams work to improve different KPIs.

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8 Best SaaS Onboarding Tools in 2021

Userpilot

We hate to admit it, but there isn’t one product that is going to increase your conversion rate and reduce your churn magically. Companies need a stack of SaaS onboarding tools to create personalized experiences and bring users to their “Aha! What Is User Onboarding? Why Is SaaS Onboarding So Important? Table of Contents.

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How to Conduct a User Flow Analysis? A Step-by-Step Guide

Userpilot

In this guide, we’re going to break down what a user flow is, explain how to analyze the process, set out how to identify and capitalize on opportunities, and share the tools that’ll help you drive product growth. To conduct user flow analysis in your own product, there’s a handy framework to work from.

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How To Create Good Onboarding Surveys for SaaS

Userpilot

Growing numbers of SaaS companies are adding an onboarding survey to their customer sign-up flows. Those that do often gain insights into the needs of their customers, which ultimately translate into an improved product experience for users, higher activation and greater retention. What is an onboarding survey? Survey Templates.

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Treat Your Product Team Like a Product

The Product Guy

Guest Post by: Merziyah Poonawala (Mentee, Session 9, The Product Mentor) [Paired with Mentor, Joni Hoadley]. A startup development team consisting of a product manager and two offshore engineers was facing major challenges in meeting client deliverable deadlines – repeatedly. THE CAUSE. THE EXPERIMENTS.