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How to Build a Solid SaaS Onboarding Strategy: Step-by-Step Guide

Userpilot

Hosts live product demos, directly interacts with new users during the early customer onboarding stages, and reconnects when it’s time for the user to convert or upgrade their subscription (while gathering data on sales-qualified leads). Failing to do so could make your messaging feel disjointed and awkward. Customer success.

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Mismatched Expectations: Product Information and Sales Teams

Mironov Consulting

Lately, I’ve been writing a lot about entirely predictable goal misalignments between the maker side (product, engineering, design) and the go-to-market side (sales, marketing, customer success) of tech firms, especially at B2B/enterprise software companies.  That that the world cares deeply about the details.

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Product Management System Basics

ProductPlan

What mechanism will we use to review and weigh priorities on what to build? Building your product’s strategic schedule, including timelines for development milestones, marketing campaigns, sales training, etc. Your product management system is your product tech stack. Team messaging and collaboration. Wireframing.

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Pragmatic Live Transcripts (Prioritizing Your Product Launch)

Pragmatic Marketing

And then it's a lot of also research in terms of, you know, under really understanding our audience really understanding the market and then maybe you know more and more too we've also started to do message testing so we've got some researchers on our team who can do some cool kind of like multi variant message testing.

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Pragmatic Live Transcripts (Prioritizing Your Product Launch)

Pragmatic Marketing

And then it's a lot of also research in terms of, you know, under really understanding our audience really understanding the market and then maybe you know more and more too we've also started to do message testing so we've got some researchers on our team who can do some cool kind of like multi variant message testing.

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Emergence Capital’s Doug Landis on telling stories that sell

Intercom, Inc.

I help source and complete deals, and I perform due diligence on deals. We’re not into B2C, we’re not into IoT, we’re not in health tech; we’re hyper-focused, and that’s also what allowed me to step into this role after being an operator for the last 20 years. It didn’t exist 15 years ago.

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Emergence Capital’s Doug Landis on telling stories that sell

Intercom, Inc.

I help source and complete deals, and I perform due diligence on deals. We’re not into B2C, we’re not into IoT, we’re not in health tech; we’re hyper-focused, and that’s also what allowed me to step into this role after being an operator for the last 20 years. It didn’t exist 15 years ago.