Userpilot

MAY 17, 2025

Thats why one in four users drops off after just one session, often before they even get to experience the core product. This guide breaks down 7 mobile onboarding strategies that work, complete with real mobile app onboarding examples and tips on how to build a solid app onboarding process using Userpilot.

Onboarding KPIs 66

Onboarding KPIs Analytic Tools User Testing Customer Experience 66

Mind the Product

JUNE 18, 2018

Kevin Trilli joined Onfido as our chief product officer last year and brought with him some great experience, tools, and techniques. This first post covers Positioning Documents, which I bought to Onfido from Pragmatic Marketing training, and Line of Business Meetings, which Kevin brought with him. Positioning Document.

Research Software 156

Research Software Onboarding KPIs Product Research User Testing 156

Product Talk

SEPTEMBER 4, 2024

Working as a product trio can be a major transformation. Making the shift to product trios involves changing everything from the coworkers you collaborate with most closely and your communication style to the mindset you bring to work every day. – Tweet This The product team at Botify knows this all too well. What works well?

Product Research 263

Product Research Onboarding KPIs CTO Coach Research Software 263

Userpilot

AUGUST 22, 2024

According to Userpilot’s SaaS Product Success Metrics Benchmark report , Fintech and Insurance companies had the second-lowest activation and adoption rates of all industries. This is because the client onboarding process in financial services faces unique challenges. What are they? Let’s get started.

Reporting Tools 111

Reporting Tools Data Visualization Onboarding KPIs Analytic Tools 111

Intercom, Inc.

JULY 14, 2020

There are a lot of words that get thrown around with customer success: problems to be solved, implementation, product experts, expansion, strategic partners, technical advisors, proactive versus reactive. As customer success managers, we are well positioned to serve as customer advocates. Bonus read: Intercom on Onboarding.

Books 249

Books Customer Experience Customer Feedback Onboarding KPIs 249

Userpilot

NOVEMBER 19, 2022

Having trouble deciding which customer service KPI to use? There are some vanity metrics among the KPIs for customer service. So let’s look at the most important KPIs that will help you create strategies to provide superior customer service and boost retention. What are customer service KPIs?

Onboarding KPIs 98

Onboarding KPIs Data Visualization Reporting Tools Customer Experience 98

Intercom, Inc.

JULY 6, 2021

These days, customers expect instant access to support, especially for products that are critical to their business operations. Global support teams can positively influence customer retention, especially if they provide service in their customers’ native language. Improved global customer retention. Consistent customer experience.

Customer Experience 232

Customer Experience Data Visualization User Testing Customer Feedback 232

Userpilot

JUNE 5, 2025

As a product manager at Userpilot, I’ve had the chance (and let’s be honest, responsibility) to try out major onboarding automation tools in this space. In this post, I’ll walk you through how these tools compare based on actual, hands-on use, not just pricing tables and feature checklists. Starts at $300/month for 1,000 MAUs.

Data Visualization 52

Data Visualization Analytic Tools Feedback Software Reporting Tools 52

Intercom, Inc.

APRIL 8, 2019

Whenever I conduct research with customers on how they onboard users to their product, I’m always fascinated by how often the term “aha” moment comes up. How can you identify your product’s “aha” moment. What can a product do that other product’s can’t, or what can it do better?

Product Research 188

Product Research Onboarding KPIs User Testing Research Software 188

Userpilot

MAY 30, 2025

If youve ever tried evaluating product tour tools, you know the surface-level comparisons dont tell you much. Every tool claims to be a no-code tool and easy to use, but few support the workflows product teams care about, like multi-step onboarding , flow targeting, mobile support, or analytics that go beyond step views.

Analytic Tools 52

Analytic Tools Feedback Software Data Visualization Reporting Tools 52

Intercom, Inc.

JULY 1, 2019

At Collision , I spoke about the new techniques that product owners and marketers will need to navigate the world of customer relationships. And that changes a lot: how we think about marketing, how we think about what our product is and how we think about what customer success actually is. How do we retain customers? Sounds great.

User Testing 223

User Testing Customer Experience Onboarding KPIs Magazine 223

Userpilot

JANUARY 11, 2024

With so many options out there for consumers, the FinTech onboarding process is crucial for any FinTech company looking to set itself apart. As with every digital product, the first few minutes on your app will determine whether the user sticks with it or abandons it. What is FinTech onboarding? to assist customers at all times.

Onboarding KPIs 105

Onboarding KPIs Customer Experience Feedback Software User Testing 105

Userpilot

JANUARY 31, 2023

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.

Onboarding KPIs 98

Onboarding KPIs User Testing Analytic Tools Customer Experience 98

The Product Coalition

APRIL 25, 2022

Product managers (PMs) are ninjas of aligning people, management, and processes. No product tool or template can save you if you’re not killing it in these three areas. The best product managers are in a continuous state of discovery and know that?—? neither the product nor roadmap are ever static.

Analytic Tools 174

Analytic Tools Data Visualization Feedback Software Research Software 174

Userpilot

OCTOBER 8, 2022

Customer onboarding is an incredibly complex topic – you don’t get it right by accident. Instead, you need a comprehensive customer onboarding framework to give you a sense of structure… and set you and your SaaS up for success. Onboarding cannot be pigeonholed as a single ‘thing’ or feature.

Analytic Tools 98

Analytic Tools Onboarding KPIs Feedback Software Framework 98

Userpilot

OCTOBER 1, 2021

For SaaS companies who want to make sure their customers hit the ground running, it's difficult to avoid the subject of new user onboarding tools. The fact is that coding an onboarding process from scratch is near-impossible for most SaaS businesses, both in terms of cost and in terms of having enough free developers available.

Analytic Tools 98

Analytic Tools Feedback Software Data Visualization Onboarding KPIs 98

Userpilot

JANUARY 16, 2024

The customer onboarding process flow chart is a tool that’s essential for optimizing your activation and adoption efforts. TL;DR A customer onboarding process flow chart is a visual tool that outlines the key stages of customer onboarding , aiding SaaS teams in creating consistent and effective onboarding experiences.

Data Visualization 105

Data Visualization Feedback Software Analytic Tools Onboarding KPIs 105

Userpilot

APRIL 14, 2023

Having an effective SaaS onboarding strategy is essential to user success and, by extension, customer retention. If you don’t make your onboarding flow as streamlined as possible, you could struggle to retain customers in the long run. The product, sales, marketing, and CS teams all play a role in the onboarding concerto.

Analytic Tools 98

Analytic Tools Research Software Feedback Software Onboarding KPIs 98

Userpilot

SEPTEMBER 20, 2022

Nailing the customer onboarding process is one of the most important tasks for any savvy PM or SaaS owner. In this article, we’re going to break down exactly what it takes for your customers to start getting value from your product – and therefore boost adoption. Who’s responsible for customer onboarding success?

Analytic Tools 98

Analytic Tools Feedback Software Onboarding KPIs Research Software 98

Userpilot

FEBRUARY 3, 2023

The customer onboarding lifecycle is the ongoing process of educating users on your product and helping them achieve success with it. In SaaS, onboarding is the key to not only converting free users into paid customers but also driving long-term loyalty. Point users to key actions with onboarding checklists.

Onboarding KPIs 98

Onboarding KPIs Customer Experience User Testing Customer Feedback 98

Userpilot

APRIL 10, 2024

Effective customer retention strategies enhance customer satisfaction , turning repeat customers into brand advocates who attract new customers through positive word-of-mouth. Other retention metrics to track include product stickiness, customer lifetime value, expansion MRR, and NPS scores.

Onboarding KPIs 98

Onboarding KPIs Customer Experience Customer Feedback User Testing 98

Userpilot

MARCH 8, 2022

What is user analytics, and how can it help you drive product growth ? This allows you to see what different segments of your customers are doing in your product and why they behave that way. With smart strategies and the right user analytics tools, you can leverage user analytics to improve SaaS metrics and unlock growth.

Analytic Tools 98

Analytic Tools Data Visualization Onboarding KPIs Customer Experience 98

The Product Coalition

MARCH 18, 2021

Are you an enterprise business leader or a start-up leader planning to offer your software product as a SaaS platform? SaaS applications offer the following advantages: Cost savings: Software providers typically offer a SaaS product on a multi-tenancy cloud environment. Scalability: SaaS products utilize cloud platforms.

Feedback Software 170

Feedback Software Research Software Reporting Tools User Testing 170

Userpilot

JULY 16, 2024

Are you a SaaS product manager in search of product differentiation examples to inspire your differentiation strategy? In this article, we’ll explore the types of product differentiation strategies and go over cases of real-world brands that have used these strategies to drive product growth.

Differentiation 111

Differentiation Analytic Tools Research Software Feedback Software 111

Userpilot

AUGUST 10, 2023

What are some user onboarding best practices? What’s user onboarding in the first place? User onboarding best practices for SaaS – Yaakov Carno. TL;DR User onboarding is the process of introducing users to a new product. Its goal is to show them how to use the product effectively to solve their problems.

Onboarding KPIs 96

Onboarding KPIs Customer Experience User Testing User Friction 96

BrainMates

JULY 2, 2025

Cross-Functional Collaboration: The Product Leader's Hidden Superpower By Erica Wass At a Glance Cross-Functional Collaboration: The Product Leader’s Hidden Superpower Great products aren’t built in silos. In today’s fast-paced product environment, success doesn’t happen in silos.

Product Research 40

Product Research Data Visualization Onboarding KPIs User Testing 40

Userpilot

SEPTEMBER 10, 2024

Are you frustrated with how your users are underutilizing your product, complaining about it, and not realizing the value that it has to offer? It’s probably because you’re lacking in some of the product management fundamentals. Let’s explore the key fundamentals of product management that every product leader should master.

Data Visualization 111

Data Visualization Analytic Tools Feedback Software Product Research 111

Userpilot

JULY 8, 2020

If you don’t know which of your new users are going to turn into paying customers and which are going to drift away, you need to be thinking about User Adoption Metrics. Improving your metrics and pushing new users to the Activation milestone is critical to the long-term growth of your SaaS business. Define ‘Activation’.

Onboarding KPIs 89

Onboarding KPIs Customer Experience User Testing Analytic Tools 89

Userpilot

OCTOBER 11, 2021

Tired of tracking retention metrics that get you nowhere? To achieve that, you need to first have an accurate idea about how your product is performing. In this article, we’re covering 10 of the most important retention metrics you need for your SaaS business, and how you can improve each of them to have increased revenue.

Onboarding KPIs 98

Onboarding KPIs Feedback Software Analytic Tools Research Software 98

UX Planet

JUNE 1, 2025

Through case studies, statistical evidence, and methodological frameworks, I aimed to establish how systematic user research can positively impact key business metrics, from acquisition to referral. Additional statistics reinforce this argument: 74% of SaaS companies consider their product the primary driver of growth OpenView, 2022.

User Testing 59

User Testing Product Research Research Software Data Visualization 59

Userpilot

JANUARY 16, 2024

From analyzing market trends to churning user needs and technical feasibility into golden product ideas, there are many benefits of ChatGPT for product managers. A potent tool, ChatGPT has proven to be a strategic addition to the product management toolkit, churning out ideas in even the most unlikely scenarios.

ChatGPT 105

ChatGPT Data Visualization Onboarding KPIs Research Software 105

The Product Coalition

FEBRUARY 14, 2021

Product requirements are there to help the team understand what you want to build. Whether you write them in detailed documents or share them briefly and verbally with the team, it’s easy to go directly to the bottom line and give clear instructions. Photo by Gin Patin from Pexels Early in my career, I had a mentor. share it as it is.

Onboarding KPIs 183

Onboarding KPIs Weak Development Team Customer Experience User Testing 183

Userpilot

JANUARY 29, 2025

Many product people fall into a common trap when tracking user behavior by focusing too much on numbers or relying only on user feedback. But if you want to get to the heart of things, you need to understand the why behind those actions and how users interact with your product. Quantitative data shows you what users are doing.

Data Visualization 52

Data Visualization User Testing Customer Feedback Analytic Tools 52

Intercom, Inc.

MAY 10, 2018

He’s written more than 650 of them over the past decade and has been featured and quoted in The New York Times, Fortune, Wired and Wall Street Journal. The Law of Shitty Clickthroughs” posits that successful channels will become less efficient over time , thanks to a crowding effect that exhausts potential users.

User Testing 224

User Testing Customer Experience Onboarding KPIs Customer Feedback 224

Userpilot

DECEMBER 3, 2022

What types of metrics measure customer satisfaction, and how can they indicate the health of your customers and business? Customer satisfaction metrics, such as CSAT, CES, and NPS, help you measure customer loyalty and satisfaction. Sending customer satisfaction surveys regularly and asking customers how to improve your product.

Customer Satisfaction 98

Customer Satisfaction Customer Experience Onboarding KPIs Customer Feedback 98

Userpilot

MARCH 10, 2021

Part of the concept behind product-led growth is to understand where users are finding value in your product and to drive user engagement upwards. Positive vs negative engagement metrics – track both! Build positive UX based on interaction design that creates less friction. What Is User Engagement?

Customer Experience 98

Customer Experience User Testing Customer Feedback Onboarding KPIs 98

Userpilot

FEBRUARY 13, 2020

Product experience is fast becoming one of the most important things to consider when it comes to growing your SaaS company. We’re going to explain exactly what product experience means, why you need to start caring about it, and steps you can take to provide the best possible experience for your users. What is product experience?

Feedback Software 128

Feedback Software Analytic Tools Research Software Customer Experience 128