Remove Handbook Remove Onboarding KPIs Remove Technical Advisors Remove Testing
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Interactive Walkthroughs in 2021: The Ultimate Guide for SaaS

Userpilot

Most SaaS businesses recognize that interactive walkthroughs are a helpful onboarding tool , but few use them correctly. Too often, they are conflated with product tours , leaving the customer confused as to why they are being shown features they don’t need. That’s a product tour , and you should avoid those.

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Lessons from GitLab: Implementing Customer Success Operations At Scale

Gainsight

Finally, GitLab is a “handbook-first” company with a company-wide commitment to clear documentation and transparency – not only within the company but publicly. I began as the Director of Support, then took on Customer Success, then Onboarding. The more you can tie to specific business goals or metrics, the better.